Financial Solutions Specialist (Lapu-Lapu)

Allianz PNB Life Insurance, Inc. (formerly PNB Life Insurance Inc.); Lapu-Lapu; On-site; PHP 201,000 - 312,000; Full time

Job summary

Allianz PNB Life Insurance, Inc. in the Philippines seeks a Bank Channel Sales Advisor to promote life insurance and investment products through bank partnerships.

The role emphasizes building relationships with bank staff, conducting financial needs analyses, and providing excellent after-sales service to ensure customer satisfaction and retention. Regular training and accurate reporting are required for success.

Responsibilities

• Actively promote and sell life insurance and investment products to bank customers.
• Build and maintain relationships with bank staff to generate referrals and leads.
• Conduct financial needs analysis to recommend suitable financial solutions.
• Provide after-sales service and ensure customer satisfaction and retention.
• Attend regular training sessions and product briefings to stay updated.
• Prepare and submit sales reports and forecasts to management.
• Ensure compliance with regulatory guidelines and company policies.

Job description

• Actively promote and sell life insurance and investment products to bank customers.
• Build and maintain relationships with bank staff to generate referrals and leads.
• Conduct financial needs analysis to recommend suitable financial solutions.
• Provide after-sales service and ensure customer satisfaction and retention.
• Attend regular training sessions and product briefings to stay updated.
• Prepare and submit sales reports and forecasts to management.
• Ensure compliance with regulatory guidelines and company policies.