Wealth Protection Advisor

3 weeks ago


Singapur, Singapore Prudential plc Full time

At Prudential, we're committed to being partners for every life and protectors for every future. Our purpose drives everything we do, creating a culture where diversity is celebrated and inclusion is assured for our people, customers, and partners.

Job Profile:

The Wealth Protection Specialist plays a crucial role in assisting bank partners in growing their bancassurance space. This involves collaborating closely with bank stakeholders to deliver customer-centric recommendations focusing on health and protection needs of the bank's customers, and building strong and long-term customer relationships.

Key Responsibilities:

  • 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, focusing on Health & Protection products to complement their existing protection portfolio
  • Liaise with internal departments on policy fulfillment
  • Achieve channel bancassurance targets in partnership segments through telemarketing and referrals
  • Identify opportunities to promote bancassurance products across existing and new clients

Requirements:

  • 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 thrives in a fast-moving environment
  • Comfortable with public presentation in an event setting
  • Demonstrate resilience and a 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


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