Deskripsi Pekerjaan
Join Allianz PNB Life Insurance as a Financial Solutions Specialist and become a trusted advisor in helping clients achieve financial security. In this dynamic role, you'll conduct comprehensive financial needs analyses to identify protection, investment, and retirement planning opportunities. Leverage your expertise to recommend tailored solutions that align with clients' life goals while building lasting relationships. We provide extensive training, competitive compensation, and a supportive environment for career growth. Ideal for driven professionals passionate about making a tangible impact in people's financial well-being. Seize this opportunity to develop your sales expertise while representing one of the Philippines' leading insurance providers.
Tanggung Jawab
- Conduct thorough financial needs analysis for individual and corporate clients
- Develop customized financial solutions including insurance, investments, and retirement plans
- Build and maintain strong client relationships through regular consultations and follow-ups
- Achieve sales targets by effectively presenting product features and benefits
- Stay updated on industry trends, regulatory changes, and new product offerings
- Collaborate with cross-functional teams to ensure seamless client service
- Maintain accurate client records and documentation in CRM systems
Kualifikasi
- Bachelor's degree in Business, Finance, Economics, or related field
- Proven sales experience in financial services or insurance industry preferred
- Strong analytical skills with ability to interpret financial data
- Excellent communication and interpersonal skills
- Valid insurance sales license (preference given to PRC-accredited professionals)
- Proficiency in CRM software and digital sales tools
- Self-motivated with proven ability to meet performance targets
- Resident of or willing to relocate to Oriental Mindoro