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Wealth Protection Specialist

2 weeks ago

Singapore PRUDENTIAL ASSURANCE COMPANY SINGAPORE (PTE) LIMITED Full time

**Job Profile Summary**:
The Wealth Protection Specialist will assist bank partner in growing the bancassurance space. You will collaborate closely with bank stakeholders to deliver customer centric recommendations focusing on health and protection needs of the bank customers and build strong and long-term customer relationships.
- 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

**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

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