Latest Jobs at Prudential Plc

About the job

• 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.

Key Responsibilities:

• Receives and reviews premium inflow data from approved channels (bank transfers, PayPoint, direct debit, e‑mandate)
• Verifies completeness of payment details (amount, date, narration, policy reference)
• Updates premium inflow records in the policy administration system
• Allocates confirmed premiums to the correct policy in the system
• Uses approved matching tools and allocation rules
• Identifies premiums that cannot be allocated due to missing or invalid policy details
• Prepares refund or reversal requests with required documentation
• Validates refund eligibility against SOPs
• Submits requests for approval
• Provides transaction information to the Customer Service Unit (CSU)
• Clarifies premium status and allocation history when queried
• Supports CSU with technical verification
• Prepares daily / weekly premium movement summaries
• Inputs data for suspense aging analysis reports
• Validates report figures before escalation
• Perform other duties as assigned by the Team Lead

Key Requirements:
Qualifications:

• A Bachelors' degree in any Management Science Course

Professional Membership:

• Accounting certification or any other professional qualification will be an added advantage

Experience:

• Minimum of 2 years’ experience in financial services institution with experience in Claims and Underwriting.
• Experience in accounting and reconciliation will be an added advantage

Knowledge:

• Knowledge and understanding of claims and underwriting
• Excellent customer service capabilities
• Good Oral & Written communication
• Good documentation skills

Competencies:

• Initiative
• Documentation skills
• Taking ownership
• Problem solving
• Interpersonal Skill
• Team player
• Active Learning
• Innovative/ Creativity

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Key Responsibilities:

• Set up and oversee the end‑to‑end telesales operation, including outbound sales, upsell, cross‑sell, renewals, and orphan policy management.
• Translate the approved telesales strategy into clear operating plans, targets, and KPIs aligned with APE, GWP, conversion rate, persistency, and call quality metrics.
• Lead, coach, and manage the telesales team, ensuring productivity targets (calls, leads, conversions) are consistently met.
• Monitor daily, weekly, and monthly performance dashboards and provide structured performance reports showing recommendations and strategies to improve performance of the team.
• Own telesales scripts, call flows, objection handling frameworks, and continuous improvement of sales effectiveness.
• Ensure accurate and timely CRM updates, lead tracking, follow‑ups, and reporting across all telesales activities.
• Manage customer experience and reputational risk by enforcing call quality standards, and ethical sales practices.
• Drive continuous improvement through coaching, call reviews, performance interventions, and optimization initiatives.
• Support implementation phases including launch, optimization, and scale‑up of the telesales channel.
• Own risk mitigation actions relating to data privacy, compliance, conversion underperformance, and channel conflict.

Key Requirements:

Qualifications:

• Minimum of a first degree (B.Sc.) in marketing, business management or related discipline (at least a grade of 2.2 – second class lower)
• Certified Sales Professional (CSP) accreditation or Certified Telesales Executive (CTE) is desirable
• Relevant professional certifications in Sales, Marketing, or Customer Experience will be an added advantage.

Experience:

• Minimum of 5 years’ experience in sales, or customer acquisition roles.
• At least 3 years in a leadership or managerial role, preferably overseeing telesales, call center, digital sales, or outbound sales teams.
• Proven experience in insurance, financial services, banking, or a regulated sales environment is strongly preferred.
• Demonstrated experience managing KPIs, sales targets, productivity metrics, and performance improvement plans.
• Hands‑on experience working with CRM systems, call monitoring tools, and performance dashboards

Skills and Competencies:

• Good knowledge of the art of selling via telephoning and related channels (inbound and outbound sales operations).
• Excellent interpersonal and customer service skills.
• Excellent coaching, communication, and stakeholder management skills.
• Commercial awareness and business acumen
• Strong supervisory and leadership skills with proven ability to motivate self and others.
• Good understanding of team dynamics, ability to coordinate and achieve high performing teams.
• Excellent organizational skills and attention to detail.
• Good report writing skills and ability to effectively multitask.
• Proficient with Microsoft Office Suite and Customer Relationship Management (CRM) systems

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Job Description

• Drive sales performance to ensure achievement of set targets (i.e. monthly, quarterly and annual sales targets).
• Oversee and expand sales coverage across assigned locations.
• Ensure sales processes are efficient, ethical and compliant with NAICOM regulations/guidance.
• Build and maintain strong business relationships with all stakeholders to optimize sales.
• Train, lead and coach Financial Sales Executive (FSEs), to build their knowledge, attitude, skills and habits to improve retention and productivity of the agents.
• Track, analyse and report sales trends at the assigned locations.
• Identify risks and proactively engage on strategic actions to mitigate impact of sales performance.
• Provide regular insights to Regional Sales Manager & Bancassurance Sales Manager, to achieve continuous delivery of sales.
• Prepare and present sales reports, forecast and performance analysis to Regional Sales Manager & Bancassurance Sales Manager.
• Timely engagement and collaboration with the Commercial Business Support, Bancassurance Recruitment & Training, and other affiliated service lines to optimize sales and FSE retention.
• Identify new market opportunities and drive initiatives to expand the customer base in respective locations.
• Foster a high-performance culture with clear accountability and engagement and commitment of FSEs.
• Ensure proper management of selling tools in branch (e.g. application forms) and support in the submission of same.
• Prepare and present sales reports, forecast and performance analysis to Regional Sales Manager.