
Wealth Protection Specialist
5 days ago
Wealth Protection Specialist
Prudential's purpose is to be partners for every life and protectors for every future. Our purpose encourages everything we do by creating a culture in which diversity is celebrated and inclusion assured, for our people, customers, and partners. 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 Profile**:
The Wealth Protection Specialist (WPS) assists bank partner in growing their bancassurance space. The 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.
- 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
- Identifying opportunities to promote bancassurance products across existing and new clients
**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
- Comfortable with public presentation in an event setting
- Demonstrate resilience and 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
Job ID 24030286
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