Job Description

Key Responsibilities include:

Strategic Planning and Development

• Assist in the development and execution of assigned agency-wide strategic plans independently, ensuring alignment with the organisation’s mission and vision.
• Responsible to keep abreast of the insurance market developments, initiatives, direction etc. and propose adjustments to Agency strategy and plans accordingly.
• Ability to draw insights from sales/trend/market data and make appropriate recommendations to steer the sales team forward.

Sales Report and Forecast

• Collaborate cross-functionally with sales teams, product, marketing to develop and implement strategic action plans toward forecasted targets.
• Ensure timely communication of key imperatives (including facilitation and coordination of reports)
• Review monthly Executive Committee slides to provide valuable insights into sales performance and trends.

Sales

• Plan and recommend strategic initiatives to directly impact 4 key drivers of our business – 1) Manpower; 2) Activity ratio; 3) Case productivity; and 4) Case size
• Analyse agency performance data, competitive intelligence, and market trends to identify opportunities, risks, and areas for improvement.

Projects/Strategic Initiatives

• assist in the development of infrastructure that need regular reviews, recommendations, and agility to tweak to support agency strategic growth and retention.
• Responsible to take the assisting role in assigned strategic projects from conception to completion, collaborating with various departments to ensure successful execution.
• Establish key performance indicators (KPIs) to track the progress of strategic initiatives and make data driven adjustments as needed.
• Occasional ad-hoc tasks and responsibilities may arise to meet the dynamic needs of the role and the organisation.

Qualifications

• Degree holder with at least 3-5 years of sales management experience in the insurance or financial services industry.
• A superior performance record that demonstrated strategic planning and execution is essential
• Self-driven with a proven ability to work in a dynamic sales environment and a proven track record of exceeding goals and objectives
• Proactive, independent, result-oriented, energetic with good people skills and an effective team player
• Able to communicate (written & verbal) effectively with all levels in the organization
• CMFAS (Module 5, 9, 9A), CHI, CGI or DGI, DLI or ACII/FLMI and its equivalent