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Sales 🏢 Full Time ⭐️ Terverifikasi

Financial Solutions Specialist

Allianz PNB Life Insurance
Sta. Cruz, Marinduque, Mimaropa
Estimasi Gaji
PHP 23.000 – PHP 27.000
Live Update
27 Mei 2026
Batas Akhir
27 Mei 2027

Deskripsi Pekerjaan

Are you a results-driven professional looking to make a meaningful impact in the financial services sector? Allianz PNB Life Insurance is seeking a passionate and people-oriented Financial Solutions Specialist to join our team in Sta. Cruz, Marinduque. In this role, you will play a pivotal part in helping individuals and families secure their financial future through world-class insurance and wealth management solutions.

As part of the global Allianz network, we pride ourselves on fostering an environment of growth, innovation, and professional excellence. You will be provided with the training, tools, and support necessary to build a rewarding career with unlimited earning potential. If you have a knack for building relationships and a desire to help others achieve their life goals, we want to hear from you.

Tanggung Jawab

  • Proactively identify and develop new client relationships within the Sta. Cruz community.
  • Conduct comprehensive financial needs analysis to recommend tailored insurance and investment solutions.
  • Educate clients on the importance of long-term financial security and protection.
  • Provide exceptional after-sales service to ensure high levels of client satisfaction and retention.
  • Maintain up-to-date knowledge of Allianz PNB product offerings and market trends.
  • Participate in regular sales meetings, training sessions, and promotional activities.
  • Consistently meet and exceed monthly performance targets and key performance indicators (KPIs).

Kualifikasi

  • Bachelor’s degree in Business Administration, Marketing, Finance, or a related field.
  • Strong communication and interpersonal skills, with the ability to influence and build trust.
  • Self-motivated, disciplined, and comfortable working in a goal-oriented sales environment.
  • Previous experience in sales, customer service, or financial services is highly preferred but not required.
  • Proficiency in local dialects and strong networking capabilities within the Marinduque region.
  • Must be tech-savvy and capable of utilizing digital tools for sales reporting and client management.
  • Resilient, professional, and dedicated to delivering a superior client experience.

Keahlian yang Dibutuhkan

Financial Planning Sales Customer Relationship Management Insurance Advisory Communication Networking Goal Setting Negotiation

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