Financial Solutions Specialist (Quezon City)

Allianz PNB Life Insurance, Inc. (formerly PNB Life Insurance Inc.); Quezon City; On-site; PHP 240,000 - 480,000; Full time

Job summary

Allianz PNB Life Insurance, Inc. in Quezon City seeks an enthusiastic sales professional to promote life insurance and investment products to bank customers.

You will build and maintain relationships with bank staff to generate referrals and leads, and conduct financial needs analyses to recommend suitable financial solutions. You will provide after-sales service, ensure customer satisfaction and retention, attend regular training sessions, and stay updated on product briefings while preparing

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.