Financial Solutions Specialist

apartmentAllianz PNB Life Insurance, Inc. placeGingoog calendar_month 

FINANCIAL SOLUTIONS SPECIALIST

JOB 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.

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customized financial advice to clients, focusing on insurance and investment solutions. It also includes identifying client needs, recommending appropriate financial products, and assisting them in achieving their financial objectives. Qualifications...
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