About This Role
This senior business development manager role focuses on penetrating various segments of SCB, from private banking to retail and SME. The position involves collaborating with SCB sales management to plan and drive APE sales and other sales/quality KPIs to achieve key financial targets for assigned segments and regions. The manager will establish influential relationships with bank stakeholders to ensure the partnership's mission is executed with excellent sales quality and delivery.
Responsibilities
- Manage the assigned segment and develop the core competence and skillset required to deliver results
- Collaborate and work closely with SCB and sales management to plan and develop the sales strategy for SCB Bancassurance 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 selling techniques, underwriting sharing, objection handling, product features, and prospecting, to support business in achieving insurance sales objectives
- Participate in comprehensive pre-sales case study and discussion with SCB sales to plan for effective deal closure in the HNW space, H&P spectrum, and complicated underwriting cases
- Support the case management team on underwriting to drive for sales momentum by effective case issuance
- Analyze sales performance and productivity of respective segments/regions to provide strategic recommendations in business and initiatives planning
- Establish good, influencing, and trustworthy relationships 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
Requirements
- University degree in Finance/Marketing preferred
- Minimum 10 years of experience in the insurance or banking industry with at least 5 years at a 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 stakeholder 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 requests
- Fluent in written and spoken Cantonese/English, plus Mandarin is welcome
- Proficient in Word, Excel, and PowerPoint
- Well and professional in presentation skills
About the Company
Prudential's purpose is to be partners for every life and protectors for every future, fostering a culture where diversity is celebrated and inclusion is assured for its people, customers, and partners. The company provides a platform for its people to do their best work, make an impact, and supports career ambitions, pledging to be a place where employees can connect, grow, and succeed.