Responsibilities
* Actively seek and connect with potential clients to join Allianz PNB Life Insurance, Inc., emphasizing the value and benefits of life insurance.
* Client Sourcing: Identify and engage with potential clients through outreach, referrals, and networking efforts.
* Needs Assessment: Collaborate with clients to understand their unique requirements and recommend appropriate solutions.
* Service Optimization: Ensure systems and processes are tailored to meet clients' needs effectively and efficiently.
* Presentation and Communication: Deliver compelling presentations and explanations of Allianz PNB’s insurance offerings.
* Performance Tracking: Maintain accurate records of client interactions, progress, and feedback to support improvement initiatives.
Relationship Building
* Establish trust and build meaningful connections to maintain strong, long-term partnerships.
Results-Oriented Approach
* Stay focused on achieving targets while delivering exceptional client service.
Professional Development
* Continuously improve industry knowledge and interpersonal skills to excel in the role.
Qualifications
* Education: Graduate of any four-year course.
* Skills:
* Exceptional verbal communication skills, with the ability to convey complex ideas clearly.
* Strong interpersonal and negotiation skills.
* Ability to work independently while contributing to team success.
* Basic proficiency in computer tools and software (e.g., MS Office, CRM systems).
* Experience: Prior experience in sales, recruitment, or customer-facing roles is an advantage but not required.
* Traits: Highly motivated, results-driven, and passionate about helping clients achieve financial security.
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