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Sales 🏢 Full Time ⭐️ Terverifikasi

Financial Solutions Specialist

Allianz PNB Life Insurance
Ubay, Bohol
Estimasi Gaji
PHP 250.000 – PHP 450.000
Live Update
16 Juni 2026
Batas Akhir
16 Jun 2027

Deskripsi Pekerjaan

Join Allianz PNB Life Insurance as a Financial Solutions Specialist and transform your passion for helping people into a dynamic career with unlimited earning potential. In this role, you'll be the architect of financial security for clients across Ubay and beyond, designing tailored insurance and investment solutions that protect their futures. Leverage your people-oriented nature to build lasting relationships while driving sales growth in a supportive, performance-driven environment. We provide comprehensive training, industry-leading resources, and a clear path for career advancement. Whether you're a seasoned professional or a driven newcomer with ambition, this is your opportunity to achieve financial independence while making a tangible impact on your community's well-being.

Tanggung Jawab

  • Develop and maintain robust client relationships through consultative financial planning
  • Present and explain Allianz PNB Life's diverse portfolio of insurance and investment products
  • Consistently achieve and exceed sales targets while maintaining high service standards
  • Conduct market research to identify emerging opportunities and client needs
  • Provide ongoing client education on financial literacy and product features
  • Collaborate with cross-functional teams to ensure seamless service delivery
  • Comply with regulatory requirements and ethical sales practices

Kualifikasi

  • Bachelor's degree in Business, Finance, Economics, or related field (or equivalent experience)
  • Proven sales experience in financial services, insurance, or related industry preferred
  • Strong interpersonal, communication, and negotiation skills
  • Self-motivated with demonstrated ability to work independently
  • Valid insurance sales certification (or willingness to obtain upon hiring)
  • Proficiency in CRM software and digital sales tools
  • Resilient mindset with ability to thrive in target-oriented environments

Keahlian yang Dibutuhkan

Sales Financial Planning Insurance Products Client Relationship Management Negotiation CRM Software Market Analysis Financial Literacy

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