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Life & Investment Solutions Advisor
Allianz PNB Life Insurance, Inc. (formerly PNB Life Insurance Inc.)
Rizal
On-site
PHP 400,000 - 600,000
Full time
Today
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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.
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