Life & Investment Solutions Advisor

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

Job summary

Allianz PNB Life Insurance, Inc. (formerly PNB Life Insurance Inc.) is seeking a dynamic sales professional to promote life insurance and investment products through bank partnerships. You will build relationships with bank staff, analyze client needs, and tailor financial solutions while ensuring post-sale satisfaction.

The role includes attending training, reporting sales activity, and maintaining regulatory compliance as part of a comprehensive client engagement strategy.

Qualifications

• Proven ability to promote and sell life insurance and investment products.
• Strong skills in financial needs analysis to tailor solutions.
• Excellent relationship-building with bank staff to generate referrals.

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

Life insurance sales

Bank relationship building

Financial needs analysis

Customer service

Job description

Allianz PNB Life Insurance, Inc. (formerly PNB Life Insurance Inc.) is seeking a dynamic sales professional to promote life insurance and investment products through bank partnerships. You will build relationships with bank staff, analyze client needs, and tailor financial solutions while ensuring post-sale satisfaction.

The role includes attending training, reporting sales activity, and maintaining regulatory compliance as part of a comprehensive client engagement strategy.