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 Summary
- Present key strategies in improving profitability and market share by improving and enhancing the activation of rookie agents
- Influence sales performance and professionalism of the sales force as they transition to becoming members of the Achiever’s Club
- Implement company objectives through training, client forum, small segment challenge, green activities and reactivation programs.
Job Accountabilities
- Evaluate, monitor and measure Agent Activation, Case Count and Case Productivity of the sector and effectively execute key strategies and programs to improve them
- Maintain high Agent Activation and Case Productivity of agents doing 4 in 30 and 12 in 90 within the assigned sector while ensuring high engagement of agency leaders, sales directors, and other key players who are involved in driving initiatives and programs
- Promote agents productivity through close coordination and collaborations with agency leaders, sales directors and MDRT Officer
- Provide timely data / feedback / analysis to sales directors and agency leaders on agents’ case productivity
- Provide programs and initiatives to increase the number of core agents
- Support Agent Training and Segment Marketing teams in training, hosting and other company initiated programs and activities
- Promote training programs offered by Pru Agent Academy especially programs offered in Pru Expert
- Manage budget allotted for activation and productivity. Come up with small segment challenge that will drive high activation and productivity at minimal cost
- Monitor attendance of all eligible agents to ensure completion of required training programs
- Correlate training attendance to productivity and evaluate training content to meet the training needs of the agents
- Conduct Bootcamps to reactivate non-producing agents as necessary
- Ensure Branches are able to conduct Green Acvtivities ie Training the Trainers & observes /gives feedback on conduct
- Conduct advance courses such as Activity Management, Financial Wellness and Lead Generation Programs for agents
- Evaluate effectiveness of initiatives and programs
- Conduct branch visits
- Ensure that all company policies, procedures, programs and instruction are carried out
- Be familiar and understand Pru Life UK Compliance Standards. Must be fully aware of his/her responsibilities and competent to carry them out to the required standards. Must report all compliance matters openly and honestly to their Compliance Officer in accordance with the reporting requirements operated by the Compliance Officer. Must operate a process within his/her department to ensure that all relevant compliance matters are identified and reported
- Perform other functions as may be assigned
Job Specification
- College Degree in any course but preferably Behavioral Science or Management
- Effective presentation and facilitation skills
- Good interpersonal and leadership skills
- Good oral and written communication skills in English and Filipino; Computer literate in MS Word, Excel, Powerpoint
- License in traditional life insurance and/or UL products
- Good interpersonal and leadership skills
- Creative thinking, flexibility and exposure in selling
- At least 5 years of life insurance training experience
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.
