Financial Solutions Specialist (Samar-Catbalogan)

Allianz PNB Life Insurance, Inc. (formerly PNB Life Insurance Inc.); Catbalogan; Sur place; PHP 300 000 - 420 000; Plein temps

Résumé du poste

Allianz PNB Life Insurance, Inc. is seeking a results‑driven sales professional to promote life insurance and investment products to bank customers in Samar. You will build strong relationships with bank staff to generate referrals, perform financial needs analyses, and tailor solutions to client goals.

You will also provide after‑sales service, stay updated through training, and submit regular sales reports while ensuring compliance with regulations and company policies.

Responsabilités

• 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.

Description du poste

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.