Financial Solutions Specialist (Zamboanga)

Allianz PNB Life Insurance, Inc. (formerly PNB Life Insurance Inc.); Philippines; On-site; PHP 300,000 - 540,000; Full time

Job summary

Allianz PNB Life Insurance, Inc. in the Philippines seeks a capable sales professional to actively promote and sell life insurance and investment products to bank customers.

You will build relationships with bank staff to generate referrals, perform financial needs analysis, and recommend suitable financial solutions, while delivering after-sales service and maintaining customer satisfaction and retention.

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

Sales

Bank referrals

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.