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Wealth Protection Specialist
7 months ago
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.
Job Description:
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
