FINANCIAL SOLUTIONS SPECIALIST - TAGUIG

Allianz PNB Life Insurance, Inc. (formerly PNB Life Insurance Inc.); Philippines; On-site; PHP 260,000 - 360,000; Full time

Job summary

Allianz PNB Life Insurance, Inc. is hiring to promote and sell life insurance and investment products through bank partnerships in the Philippines. You will build strong relationships with bank staff to secure referrals and leads, and conduct detailed financial needs analyses to tailor suitable solutions.

The role emphasizes providing excellent after‑sales service, staying updated through training, submitting accurate sales reports, and ensuring full regulatory compliance and policy adherence.

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.