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 position is responsible to drive the success of the non-wealth segment including Telemarketing (Life and Credit Shield), Business Banking and Commercial Banking.KEY RESPONSIBILITIES:
1. Driving Performance
To be responsible to support and deliver non-wealth APE (Annual Premium Equivalent) performance.
To be responsible to plan and execute initiatives to achieve the objective namely training, coaching, marketing, products, sales campaign and underwriting/operation initiatives.
To prepare insights and analysis based on the available reports for periodic performance review with internal and bank partners especially on Telemarketing and Business Banking business model.
2. Business Banking and Commercial Banking
To provide Group EB support in terms of quotation, joint sales and queries to UOB to drive APE.
To organize training, coaching and soft skill enhancement
To support launch of initiatives eg. Underwriting, Phoenix and product initiatives eg SST 8%.
3. Telemarketing Life and Credit Shield Support
To support Non-Wealth Sales Head in terms of projects and initiatives, and to work closely with UOB bank partner including UOB call centers and internal stakeholders.
To ensure meeting of compliance and governance matters, including legal documents, internal approvals, Due Diligence and others.
To monitor on performance and highlight any issues that may impact the delivery of performance and guidelines. Monitoring including enrolment, cancellation, persistency and post-sale journey.
To lead and project manage any new setup on telemarketing platform, including new products, channel enhancements or others. Project manage by identifying key PIC, setting clear directions and timeline with UOB partner.
To monitor towards closure on operation related matters, including billing, sales file, process flows while working closely with Prudential operations team. To identify any risks and to escalate any matters for clear directions and alignment between Prudential and UOB.
To monitor towards closure on claims related matters while working closely with Prudential claims team. To identify any risks and to escalate any matters for clear directions and alignment between Prudential and UOB.
To monitor towards closure on complaints related matters while working closely with Prudential claims team. To identify any risks and to escalate any matters for clear directions and alignment between Prudential and UOB.
To monitor on going activities including governance, training, reporting and other channel related activities to ensure roll out as per expectations.
4. Account Management
To lead and chair meeting for internal and external stakeholders, able to drive discussions to identify clear objective of meeting, recommended solutions and timeline.
Able to provide minutes and summary from all bank meeting and follow up follow through for closure of the related matters within reasonable timeline.
To keep track of tasks and timeline for channel related initiatives
QUALIFICATIONS & REQUIREMENTS:
Diploma / Degree with successful track records
Prior telemarketing experience of proven track record in life insurance sales management would be preferred.
Minimum 5 years related experience in similar capacity.
Problem solving skills and results oriented.
Meticulous with the ability to work under pressure.
Business planning and project management background would be an added advantage.
Excellent communication, writing, research, presentation, interpersonal and negotiation 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.
Skills Required
- Diploma or degree
- Successful track record
- Minimum 5 years of related experience in a similar capacity
- Problem-solving skills
- Results-oriented approach
- Meticulousness and ability to work under pressure
- Excellent communication, writing, research, presentation, interpersonal, and negotiation skills
- Prior telemarketing experience with a proven track record in life insurance sales management
- Business planning and project management background
What We Do
In Asia and Africa, Prudential has been providing familiar, trusted financial security to people for 100 years. Today, headquartered in Hong Kong and London, we are ranked top three in 12 Asian markets with 18 million customers, around 68,000 average monthly active agents and access to over 27,000 bank branches in the region. Prudential is focused on opportunities in the most exciting growth markets in Asia and Africa. With access to over 4 billion people in both these regions, we are investing in broadening our presence and building our leadership in the life and asset management markets. We are committed to making a positive impact on our customers, our employees and our communities by delivering the best savings, health and protection solutions to people so they can get the most out of life. Visit our websites for more information Prudential plc: https://www.prudentialplc.com/ Prudence Foundation: https://www.prudentialplc.com/en/prudence-foundation
