Financial Solutions Specialist (San Carlos)
Allianz PNB Life Insurance San Carlos Full-time
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.
Allianz PNB Life InsuranceGuihulngan, 45 km from San Carlos (VI)
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...
Balamban, 41 km from San Carlos (VI)
dealers and outlets in the assigned area to increase market share.
• Ensure and monitor that disbursements of petty cash fund is in accordance with what it is intended for based on Finance and Accounting
• policies and guidelines.
PRODUCT INVENTORY...
VA MastersCanlaon, 26 km from San Carlos (VI)
Job Summary: We are looking for a sharp and adaptable Marketing & Advertising VA (Kit.com) to support a solopreneur consultant focused on B2B and B2C marketing and sales projects. The primary focus of this role is optimizing and running a weekly...