Life & Investment Solutions Advisor

Allianz PNB Life Insurance, Inc. (formerly PNB Life Insurance Inc.); Vincenzo A. Sagun; On-site; PHP 350,000 - 650,000; Full time

Job summary

Allianz PNB Life Insurance, Inc. is seeking a field sales professional to promote life insurance and investment products through bank partnerships in the Philippines.

The role focuses on building strong relationships with bank staff to generate referrals and leads, and on conducting financial needs analyses to tailor suitable solutions. You will provide after-sales service to ensure customer satisfaction, attend regular trainings to stay updated, and compile sales reports and forecasts for

Qualifications

• 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.

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

Allianz PNB Life Insurance, Inc. is seeking a field sales professional to promote life insurance and investment products through bank partnerships in the Philippines.

The role focuses on building strong relationships with bank staff to generate referrals and leads, and on conducting financial needs analyses to tailor suitable solutions. You will provide after-sales service to ensure customer satisfaction, attend regular trainings to stay updated, and compile sales reports and forecasts for