Sales Advisory & Standards, Specialist/Consultant

FIND YOUR BETTER AT AIA

If you believe in better, we'd love to hear from you.

About the Role

To elevate the competency and professionalism of the sales force by strengthening the Sales Advisory framework, ensuring full compliance with regulatory requirements while embedding robust monitoring and governance. Drive continuous improvement through digital transformation and process innovation to deliver sustainable, customer-centric outcomes.

Roles and Responsibilities:

1) Lead talent development and succession planning by conducting performance reviews, setting clear KPIs and implementing coaching and development strategies to build a high-performing and resilient team.

2) Provide strategic guidance and oversight to ensure compliance, operational excellence and continuous improvement in key governance and advisory areas such as:

• Sales Advisory and Leader Endorsement
• Pre-Transaction Check
• T&C Plan
• Close Monitoring for Onboarding
• Annual Review
• Replacement of Policies (ROP) Appeal Management
• Welcome Call Monitoring

3) Drive and oversee high-impact initiatives including regulatory related projects, system enhancements and digital transformation programmes to strengthen governance, improve efficiency and enhance customer experience while ensuring timely delivery within budget and quality standards.

4) Develop and execute strategies to elevate sales advisory standards, proactively identify and mitigate compliance risks and ensure alignment with regulatory requirements, business objectives and company vision.

5) Champion digitalization and innovation initiatives by leveraging technology, automation and data analytics to enhance sales advisory processes, improve operational efficiency and deliver superior customer outcomes.

6) Promote knowledge sharing and capability building by developing training programs, delivering district-level engagement sessions and developing effective communication strategies aligned with business objectives. Served as a trusted advisor to agency leaders to drive adoption of governance standards, best practices and continuous improvement initiatives.

Minimum Job Requirements:

• Education - Minimum Degree Holder
• Experience - Minimum 8 years of experience in life insurance or related industry with relevant managerial experience
• Certifications/licenses -
• Capital Markets and Financial Advisory Examinations - Module 5 (Rules & Regulations for Financial Advisory Services)
• Capital Markets and Financial Advisory Examinations - Module 9 (Life Insurance & Investment Linked Policies)
• Health Insurance Module
• Strong understanding of MAS Financial Advisers Act (FAA), relevant notices, regulations and guidelines LIA Guidelines, Product Knowledge and Company's procedures and processes.
• Exceptional communication, problem-solving and influencing skills strategic thinking ability to coach and develop teams strong presentation and facilitation skills and proficiency in leveraging digital tools and data analytics for decision-making.

Believe in better with AIA.If you work at AIA, you play an important part in this movement. Which is why we give you every opportunity to learn, grow and shape your career - your way!

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