Senior Wealth Protection Specialist
Senior Wealth Protection Specialist
Employer Active
Job Alert
You will be updated with latest job alerts via email
Share
Job Alert
You will be updated with latest job alerts via email
Job Description
Prudentials purpose is to be partners for every life and protectors for every future. Our purpose encourages everything we do by creating a culture in which diversity is celebrated and inclusion assured for our people customers and partners. We provide a platform for our people to do their best work and make an impact to the business and we support our peoples career ambitions. We pledge to make Prudential a place where you can Connect Grow and Succeed.
Job Profile:
The Wealth Protection Specialist (WPS) assists bank partner in growing their bancassurance space. The WPS will collaborate closely with bank stakeholders to deliver customer centric recommendations focusing on health & protection needs of the bank customers and to build strong and long-term customer relationships.
Job Description:
Establish and define the customers protection needs
Analyze customer financial situations to identify opportunities for recommendations and mitigate risks
Foster and enhance relationships with customers with focus on Health & Protection products to complement the customers existing protection portfolio.
Liaise with internal departments on policy fulfilment
Achieve channel bancassurance targets in partnership segments through telemarketing and referrals
Identifying opportunities to promote bancassurance products across existing and new clients
Who we are looking for:
Competencies & Personal Traits
Exhibit ability to deliver effective communication and excellent interpersonal skills
Able to multi-task and meet tight deadlines
Good presentation and negotiating skills
Strong stakeholder management skills in influencing and persuasion
Dynamic individual who strives in fast moving environment
Comfortable with public presentation in an event setting
Demonstrate resilience and highly motivated individual
Working Experience:
2 years of relevant experience in bancassurance or telemarketing
Possess CFMAS M9 M9A M5 and HI certifications
Education:
Degree/Diploma in Business or related fields of study
Prudential is an equal opportunity employer. We provide equality of opportunity of benefits for all who apply and who perform work for our organisation irrespective of sex race age ethnic origin educational social and cultural background marital status pregnancy and maternity religion or belief disability or part-time / fixed-term work or any other status protected by applicable law. We encourage the same standards from our recruitment and third-party suppliers taking into account the context of grade job and location. We also allow for reasonable adjustments to support people with individual physical or mental health requirements.
Required Experience:
Senior IC
Employment Type
Full-Time
