We are seeking a motivated Business Development Executive (Insurance) to join our team.
Business Development & Operational Support
- Drive business growth with campaigns and track key performance metrics, including adviser revenue and sum assured.
- Design and deliver training materials focused on concept selling
- Streamline operations to enable Insurance Specialists to prioritize direct adviser assistance and policy reviews.
Subject Matter Expertise & Complex Case Advisory
- Act as the primary technical referent for Insurance Specialists and Advisers regarding complex applications
- Provide expert guidance on insurers and claims procedure
Product Strategy & Analysis
- Conduct in-depth product analysis and market comparisons to equip advisers with competitive insights and tailored solutions
- Monitor the Singapore insurance landscape for competitor movements, repricing, and regulatory changes (e.g., changes to Integrated Shield Plans or CI definitions) to keep advisers ahead of the curve.
Sales Enablement & Event Management
- Partner with advisers to conceptualize, organize, and present at client seminars.
- Deliver effective sales concepts and presentations to support advisers in client acquisition and conversion.
Platform & Digital Enablement
- Collaborate with IT, Ops and advisory team for insurance-related platform enhancements, ensuring that digital tools enhanced support adviser workflows and business needs.
- Gather adviser feedback and lead UAT, ensuring seamless integration of new platform enhancements
Requirements:
- Self-motivated, proactive and have a strong sense of ownership.
- Strong presentation, communication, organisational, and interpersonal skills.
- Ability to work independently and manage timelines effectively.
- Proficiency in Canva, Microsoft Excel and PowerPoint.
- High level of integrity and professionalism.
- Ability to learn and adapt to new technologies.
- Interest in insurance, financial advisory, or wealth management
- Proven experience as an Insurance Adviser in IFA will be preferred, with the ability to mentor advisers on technical matters.
What makes you stand out:
- Like to think out of the box and possibilities to execute creative ideas
- Self-starter and hungry for growth
- Enjoy challenges and demonstrate adaptability and resilience in a fast-paced environment
- Have a strong sense of ownership, collaborative and value teamwork
- Passionate about holistic wealth management and driven to prospect new business
