
Sales Advisory Specialist
2 days ago
Prudential's purpose is to help people get the most out of life. We will deliver our purpose by creating a culture in which diversity is celebrated and inclusion assured, for our colleagues, customers, and partners. We provide a platform for our people to do their best work and make an impact to the business, and in exchange, we support our people's career ambitions. We pledge to make Prudential a place where you can Connect, Grow and Succeed.
Job Profile Summary:
Reporting to the Team Lead for Sales Advisory, you are responsible for setting the Sales Advisory Standards for the company. This will include developing and maintaining a sales advisory process that considers the customers, agency force and company, while adhering to compliance with regulatory requirements.
**Job Description**:
- Establish and implement sales advisory standards that take care of our customers and meet regulatory requirements
- Provide support to the distribution function and agency force in the maintenance of the quality procedures and controls on sales advisory which includes training and educating the distribution force
- Identify any gaps or areas of improvements in existing sales advisory process to ensure the company is kept abreast of the latest changes and development so that the distribution channels continue to deliver a compliant sales advisory process
- Manage the quality and delivery of the sales systems to working with IT from the end to end process that includes raising WR, doing UAT and deployed according to regulatory requirements
- Ensure the success of product implementation and delivery by actively participating in the Product Delivery Team meetings, drafting product features, benefits and limitations as well as deviation rules of all new or enhanced products
- Take part in special projects / initiatives by facilitating discussions with stakeholders on requirements, planning resources, updates and implementation of project
Who we are looking for:
Competencies & Personal Traits
- Strong knowledge in compliance, sales advisory and risk functions
- Independent and excellent communication and interpersonal skills
- Self directed learner with positive attitude
- Desire to produce high quality work
- Strong analytical skills with attention to details
- Effective in problem solving
- Ability to work under tight deadlines
Working Experience:
- At least 3 to 5 years of working experience preferably with relevant, field experience in sales compliance and/ or review of fact find recommendations
**Education**:
- Diploma or higher in any discipline, preferably with insurance related certifications
**Language**:
- Proficient in both written and spoken English
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