Financial Solutions Specialist (Quezon City)

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

Job summary

Allianz PNB Life Insurance, Inc. is seeking a results-driven sales professional in Metro Manila to promote and sell life insurance and investment products through bank partners.

You will build and maintain relationships with bank staff to generate referrals and leads while conducting financial needs analyses to recommend suitable solutions. The role emphasizes delivering excellent customer service, staying compliant with regulations, and participating in regular training to stay updated on

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.