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.
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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Allianz PNB Life Insurance, Inc.
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