Specialist, Sales Advisory & Standards, Standards & Business Quality

Roles and Responsibilities:

Overview of Sales Conduct Monitoring & Improvement:

. Interpretation of Data Analytics (DA) & root cause analysis

. Develop & conduct targeted training/coaching programs

. Enhance systems/sales advisory guidance to reduce sales conduct issues

. Monitor effectiveness and adjust measures

. Work closely with DA team to refine future DA to improve effectiveness in identifying trends for Districts or Personnels

Sales Advisory

. Develop the standards relating to sales advisory and liaise with the stakeholders

. Work with relevant stakeholders to develop and improve on controls in iPOS system, endorsement system etc

Customer centricity & Agent CSAT Score Project

. Be the point of contact for SBQ on customer centricity related projects and initiatives.

. Coordinate between stakeholders (eg. iSmart, Marketing & Proposition, BIO)

. Drive customer centricity outcome through reps and leaders

. Identify key levers to encourage/motivate or punish (carrot and stick) rep/leader

MAS, Group Internal Audit & Compliance

. Interpret requests for reviews and queries

. Analyse, brainstorm solutions and carry out tasks

. Draft replies and reports to reply or concludereviews or audits

Replacement of Policies (ROP) Appeal Management

. Work with the stakeholders to ensure that scope and operational aspect of the system is accurate

. Perform second level review on the ROP appeal management

Pre-Transactions Check

. Conduct system enhancements & refine SOP

. Timely review of FHR (Financial Health Review) documents for sales quality before issuance of policies

District Sharing and Common mailbox

. Coordinate & Conduct training sessions with the agencies to facilitate better understanding of the T&C requirements and FHR standards at location.

. Handling of common mailbox relating to sales advisory related queries

Minimum Job Requirements:

1. Education - Tertiary education

2. Experience - At least 5 years of experience in life insurance industry

3. 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

4. Sound knowledge in MAS Financial Advisers Act (FAA), relevant notices, regulations and guidelines LIA Guidelines, Product Knowledge and Company's procedures and processes.

5. Ability to work independently and collaboratively in a fast-paced environment

6. Proficient in Microsoft Office Suite