FINANCIAL SOLUTIONS SPECIALIST - PASUQUIN

Allianz PNB Life Insurance, Inc. (formerly PNB Life Insurance Inc.); Pasuquin; On-site; PHP 300,000 - 420,000; Full time

Job summary

Allianz PNB Life Insurance, Inc. (formerly PNB Life Insurance Inc.) is seeking a dynamic sales professional to promote life insurance and investment products through bank partnerships. You will build relationships with bank staff, analyze client needs, and tailor financial solutions while ensuring post-sale satisfaction.

The role includes attending training, reporting sales activity, and maintaining regulatory compliance as part of a comprehensive client engagement strategy.

Qualifications

• Proven ability to promote and sell life insurance and investment products.
• Strong skills in financial needs analysis to tailor solutions.
• Excellent relationship-building with bank staff to generate referrals.

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.

Skills

Life insurance sales

Bank relationship building

Financial needs analysis

Customer service

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.