Financial Services Consultant - Singapore - PRUDENTIAL ASSURANCE COMPANY SINGAPORE (PTE) LIMITED

PRUDENTIAL ASSURANCE COMPANY SINGAPORE (PTE) LIMITED

Verified Company

Singapore

1 week ago

Posted by:

Wei Jie

beBee Recruiter

Description

Job Profile Summary:

You will provide sound insurance and reliable financial advice to bank customers by analyzing their financial needs and exceeding their service expectations.

FSCs are also to maintain a strong rapport with the bank partners and grow and strengthen relationship with bank customers

Job Description:

Provide sound & reliable financial advice to bank customers:

Stationed in bank branch to provide financial solutions to customers
Establish customers' financial goals
Determine their current financial situations to identify any shortfalls
Develop wealth management strategies to plan for their future
Customize solutions for individual needs and regularly review financial plans
Be a financial solutions provider who provides affordable solutions and options to help customers achieve their financial goals
Act as financial coach to provide guidance on saving

Maintain strong rapport with bank partner:

Work closely with branch staff to provide innovative product solutions to address customers' health protection and long-term savings and investment needs
Develop & grow the business portfolio with bank partner to achieve premium growth & underwriting profit objectives

Grow & strengthen relationship with customers:

Foster and enhance relationships with partners' customers, with special focus on Prudential range of insurance products to complement the customers' existing financial and investment portfolio
Provide quality, efficient after sales services

Who we are looking for:
Competencies & Personal Traits

Exhibit ability to deliver effective communication and excellent interpersonal skills
Possess strong leadership qualities and a mind towards excellence
Analytical and strong problem solving abilities
Dynamic individual who strives in fast moving environment

Working Experience