Financial Services Consultant

Found in: Talent SG C2 - 3 weeks ago

Singapur, Singapore Prudential plc Full time

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 Summary:

You will provide sound insurance and reliable financial advice to bank customers by analyzing their financial needs and exceeding their service expectations. FSCs are also to maintain a strong rapport with the bank partners and grow and strengthen relationship with bank customers,

Job Description:

Provide sound & reliable financial advice to bank customers:

Stationed in bank branch to provide financial solutions to customers

Establish customers' financial goals

Determine their current financial situations to identify any shortfalls

Develop wealth management strategies to plan for their future

Customize solutions for individual needs and regularly review financial plans

Be a financial solutions provider who provides affordable solutions and options to help customers achieve their financial goals

Act as financial coach to provide guidance on saving

Maintain strong rapport with bank partner:

Work closely with branch staff to provide innovative product solutions to address customers’ health protection and long-term savings and investment needs

Develop & grow the business portfolio with bank partner to achieve premium growth & underwriting profit objectives

Grow & strengthen relationship with customers:

Foster and enhance relationships with partners’ customers, with special focus on Prudential range of insurance products to complement the customers' existing financial and investment portfolio

Provide quality, efficient after sales services

Who we are looking for:

Competencies & Personal Traits

Exhibit ability to deliver effective communication and excellent interpersonal skills

Possess strong leadership qualities and a mind towards excellence

Analytical and strong problem solving abilities

Dynamic individual who strives in fast moving environment

Working Experience

Minimum 1 year of relevant working experience in insurance

Education

Degree in Business relevant fields of studies

Language

English

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