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Prudential Hong Kong Limited is seeking an experienced sales and bancassurance leader to drive strategic planning and execution across SCB partnerships. The role focuses on coaching, underwriting support, and performance analysis to meet ambitious revenue targets.
The candidate should possess a strong business acumen, 10+ years in insurance or banking with supervisory experience, and fluency in Cantonese and English. Mandarin is a plus.
Manage the assigned segment and develop the core competence and skillset required to deliver the results. Collaborate and work closely with SCB and sales management, to plan and develop the sales strategy for SCB Bancassurce sales to achieve or exceed annual sales target whilst conforming to company and regulatory standards. Conduct customized field coaching/workshops to both BDM and SCB sales staff on areas including but not limited to selling techniques, underwriting sharing, objection handling, product features and prospecting etc, to support business in achieving insurance sales objectives. Participate in comprehensive pre-sales case study and discussion with SCB sales to plan for an effective deal closure, in the HNW space, H&P spectrum and complicated underwriting cases. Support case management team on underwriting to drive for sales momentum by effective case issuance. Analysis of sales performance and productivity of respective segments/regions to provide strategic recommendation in business and initiatives planning. Establish good, influencing and trustworthy relationship with SCB sales management, sales staff and internal stakeholders. Enhance the overall collaboration between the BDM and ISTM team as well as fulfilling and implementing their roles and responsibilities.
University degree in Finance/Marketing preferred. Minimum 10 years of experience in insurance or banking industry with at least 5 years at supervisory level. Experience in Bancassurance or Partnership Sales is preferred. Experience in insurance selling and training/coaching. Strong business acumen and strategic thinking. Team player, passionate, matured, and independent in stake holder management. Strong communication, presentation, and problem-solving skills. Self -motivated and strong drive for results. Ability to work under pressure, multi-tasking, and time coordination to cater for ad hoc request. Fluent in written and spoken of Cantonese/English, plus mandarin is welcome. Proficient in Word, Excel and Power Point. Well and professional in presentation skills.
Prudential is an equal opportunity employer. We provide equality of opportunity of benefits for all who apply and who perform work for our organisation irrespective of sex, race, age, ethnic origin, educational, social and cultural background, marital status, pregnancy and maternity, religion or belief, disability or part-time / fixed-term work, or any other status protected by applicable law. We encourage the same standards from our recruitment and third-party suppliers taking into account the context of grade, job and location. We also allow for reasonable adjustments to support people with individual physical or mental health requirements. We are Prudential. For every life, we are partners. For every future, we are protectors.
Prudential plc provides life and health insurance and asset management to 17 million customers across 20 markets in Asia and Africa. We are headquartered in Hong Kong and have dual primary listings on the Stock Exchange of Hong Kong and the London Stock Exchange. We are focused on four strategic regions: Greater China, ASEAN, India and Africa. Our customers are served by around 55,000 agents and more than 200 bank partners. Prudential plc is not affiliated in any manner with Prudential Financial, Inc., a company whose principal place of business is in the United States of America or with the Prudential Assurance Company, a subsidiary of M&G plc, a company incorporated in the United Kingdom.
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