Prudential’s 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 people’s 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 customer’s 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
Language:
-
English
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.
What We Do
In Asia and Africa, Prudential has been providing familiar, trusted financial security to people for 100 years. Today, headquartered in Hong Kong and London, we are ranked top three in 12 Asian markets with 18 million customers, around 68,000 average monthly active agents and access to over 27,000 bank branches in the region.
Prudential is focused on opportunities in the most exciting growth markets in Asia and Africa. With access to over 4 billion people in both these regions, we are investing in broadening our presence and building our leadership in the life and asset management markets.
We are committed to making a positive impact on our customers, our employees and our communities by delivering the best savings, health and protection solutions to people so they can get the most out of life. Visit our websites for more information
Prudential plc: https://www.prudentialplc.com/
Prudence Foundation: https://www.prudentialplc.com/en/prudence-foundation
