Senior Wealth Protection Specialist

Prudential plc; Singapore; On-site; SGD 50,000 - 70,000; Full time

Job summary

A leading financial services provider in Singapore is seeking a Wealth Protection Specialist to assist bank partners in enhancing their bancassurance services. The role involves analyzing customer needs, achieving sales targets, and fostering strong relationships. Ideal candidates should have a degree or diploma in Business, 2 years of relevant experience, and necessary certifications. Strong communication and stakeholder management skills are essential for success in this dynamic environment.

Qualifications

• 2 years of relevant experience in bancassurance or telemarketing.
• Possess CFMAS, M9, M9A, M5, and HI certifications.

Responsibilities

• Analyze customer financial situations to identify protection needs.
• Achieve bancassurance targets through telemarketing and referrals.
• Promote bancassurance products to clients.

Skills

Effective communication

Interpersonal skills

Presentation skills

Negotiating skills

Stakeholder management

Resilience

Education

Degree / Diploma in Business or related fields

Job description

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