Financial Solutions Specialist

2 weeks ago

Tarlac City, Central Luzon, Philippines Allianz PNB Life Insurance, Inc. (formerly PNB Life Insurance Inc.) Full time ₱400,000 - ₱600,000 per year


• 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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