Financial Security Consultant
4 days ago
Prudential plc, a leading life insurance company, is seeking a skilled Financial Security Consultant to join our team.
About PrudentialAs a partner for every life and protector for every future, Prudential's purpose encourages everything we do by creating a culture in which diversity is celebrated and inclusion assured. 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 DescriptionThe Wealth Protection Specialist (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.
Main 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, with focus on Health & Protection products to complement the customers' existing protection portfolio.
- Liaise with internal departments on policy fulfillment
- Achieve channel bancassurance targets in partnership segments through telemarketing and referrals
- Identifying opportunities to promote bancassurance products across existing and new clients
- 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 environments
- Comfortable with public presentation in an event setting
- Demonstrate resilience and highly motivated individual
- 2 years of relevant experience in bancassurance or telemarketing
- Possess CFMAS, M9, M9A, M5, and HI certifications
- Degree/Diploma in Business or related fields of study
- English
We offer a competitive salary of approximately $60,000 per year, depending on qualifications and experience.
About You:We are looking for a dynamic and results-driven individual who is passionate about delivering exceptional customer service and building strong relationships with customers. If you have a proven track record of success in bancassurance or telemarketing and possess the required qualifications and skills, we encourage you to apply.
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