Job Description

KEY RESPONSIBILITIES INCLUDE:

1. Sales Advisory Standards, Governance & Compliance

• Develop, review and maintain Sales Advisory standards, guidelines, process documentation and governance frameworks.
• Ensure sales advisory practices remain aligned with regulatory requirements, internal policies and business objectives.
• Support and coordinate reviews arising from MAS, Internal Audit, Compliance and other governance exercises.
• Track findings, remediation actions and process improvements to strengthen quality of sales advisory and governance.

2. Training & Knowledge Management

• Develop and maintain Sales Advisory guides, training materials, FAQs and reference resources.
• Conduct training sessions and knowledge-sharing programmes for Advisors and internal stakeholders.
• Support qualification requirements and readiness for new product launches.
• Ensure timely communication of changes to sales advisory standards, processes and product requirements.

3. Business Analytics, Insights & Reporting

• Perform data analysis to identify trends, risks, gaps and opportunities for improvement in sales advisory practices and sales quality.
• Prepare management reports, dashboards, and presentations to support business decision-making.
• Support quality improvement initiatives, including Balanced Scorecard and Mystery Shopping exercises.
• Provide insights and recommendations to enhance sales advisory effectiveness and customer outcomes.

4. Stakeholder Support, Process Improvement & Project Management

• Serve as a key contact point for sales advisory-related enquiries from internal and external stakeholders.
• Support solutioning, issue investigation and resolution of production related matters, working closely with business and technology teams.
• Support new product onboarding, including process readiness, training requirements and stakeholder communication.
• Participate in business, regulatory, and transformation projects to enhance operational efficiency and effectiveness of sales advisory.
• Drive continuous improvement initiatives and undertake ad-hoc assignments as required.

REQUIREMENTS:

• Degree in Business, Banking & Finance, Insurance or related disciplines.
• At least 5 years experience in insurance, financial services, sales advisory governance, compliance, business support or training functions.
• Relevant licensing examinations : CMFAS Module 5, 6,6A,8, 8A, 9, 9A, and Certificate in
• Good understanding of sales advisory processes for both insurance & investments.
• Strong analytical and problem-solving skills with the ability to interpret data and identify insights.
• Experience in developing training materials, procedures or SOP documentation.
• Strong stakeholder management and communication skills.
• Experience in supporting audits, compliance reviews, governance activities, or regulatory initiatives
• Meticulous, structured and detail-oriented.
• Ability to manage multiple priorities and work independently.
• Health Insurance; or equivalents will be preferred
• Proficient in Microsoft Excel, PowerPoint, and Word.