Financial Security Consultant

4 days ago


Singapore Prudential plc Full time

Prudential plc, a leading life insurance company, is seeking a skilled Financial Security Consultant to join our team.

About Prudential

As 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 Description

The 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
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 strives in fast-moving environments
  • Comfortable with public presentation in an event setting
  • Demonstrate resilience and highly motivated individual
Qualifications:
  • 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
Compensation:

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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