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.

The role will support PD Partnership Sales to penetrate SCB various segments range from Private bank to retails and SME, while will also act as BDM role to collaborate with SCB sales management to plan and drive the APE sales and other sales/quality KPIs of the overall Bancassurance Sales to achieve key financial target of the assigned segments/regions.

The role will establish excellent and influential relationship with Bank’s stakeholders (RH, ISTM, BM, RM, IS, WPM) to ensure the partnership’s mission can be executed with excellent sales quality and delivery.

Job Responsibilities

• 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

Job Requirements

• 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.