Bancassurance Financial Solutions Specialist

7 hours ago

Cebu City, Central Visayas, Philippines 44e4e303-cd44-4c4a-858c-f892d7f89c84 Full time ₱900,000 - ₱1,200,000 per year

Company Description

Allianz PNB Life (AZPNB), established in 2016, is one of the leading life insurers in the Philippines, offering a wide range of Variable Life and Life protection products tailored for individuals and institutions. Based in Makati City, the company is the fastest-growing life insurance provider in the country in terms of premium income and operates 11 business centers nationwide. Through an exclusive partnership with the Philippine National Bank (PNB), Allianz PNB Life services a broad customer base via over 600 PNB branches across the Philippines. Allianz is also recognized as the #1 insurer globally in the 2022 Interbrand Best Global Brand Rankings.

Role Description

This is a full-time, on-site role for a Bancassurance Financial Solutions Specialist located in Cebu. The role involves building and managing client relationships by providing tailored financial solutions and identifying their insurance needs. The specialist will collaborate with the Philippine National Bank (PNB) branch teams to promote and sell insurance products, and ensure an exceptional customer experience. Additional responsibilities include attending trainings, preparing financial proposals, and ensuring compliance with company standards and regulations.

Qualifications

  • Experience in sales, customer service, and relationship management
  • Knowledge of financial products, insurance, and business strategies
  • Strong analytical, problem-solving, and decision-making skills
  • Effective communication and interpersonal skills
  • Self-motivated, detail-oriented, and able to meet targets
  • Background in the financial services or insurance industry is an advantage
  • Degree in Business, Finance, Marketing, or related field preferred

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