FINANCIAL SOLUTIONS SPECIALIST - PASAY

Allianz PNB Life Insurance, Inc. (formerly PNB Life Insurance Inc.); Philippines; On-site; PHP 350,000 - 550,000; Full time

Job summary

Allianz PNB Life Insurance, Inc. in the Philippines seeks proactive sales professionals to promote life insurance and investment products to bank customers, building referrals and leads.

You will conduct financial needs analysis, recommend suitable solutions, provide after-sales service, and stay updated through training sessions. You will also prepare sales reports and forecasts and ensure regulatory compliance.

Qualifications

• 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.

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.