Job Description

The candidate is responsible for overseeing operational, administrative, facilities, and compliance functions. The role ensures smooth day-to-day operations, effective coordination, and operational support for financial planners, management, and staff.

Key Responsibilities

Operations & Business Support

• Support Financial Planners and staff in daily operational matters, including dispute handling and issue resolution.
• Collaborate on operational and administrative matters to ensure alignment with company policies and regulatory requirements.
• Execute agency migration initiatives and office relocation projects, ensuring minimal disruption to business operations.

People, Recruitment & Onboarding

• Oversee onboarding processes for Financial Planners, Managers, and Directors
• Conduct recruitment interviews for staff roles and support talent acquisition activities.

Training, Events & Business Platforms

• Plan and execute agency training programmes in collaboration with internal agency trainers and external training providers.
• Coordinate with external vendors for meetings, Town Halls, and agency events.
• Organise, brief, and oversee sales and recruitment platforms, roadshows, and engagement initiatives.

Call Centre & Vendor Management

• Oversee call centre operations, including Do-Not-Call (DNC) scrubbing, operational compliance, and issue resolution.
• Manage relationships with external vendors to ensure service quality and operational effectiveness.

Facilities & Infrastructure Management

• Coordinate office sourcing, viewings, tenancy arrangements, renovation, and reinstatement works.
• Act as Agency Facilities Officer and primary contact for landlords on tenancy, parking, and facilities-related matters.
• Manage facilities operations, including handling disputes and coordinating fire drills and safety procedures.

Data Protection & Compliance

• Act as Agency Data Protection Officer, overseeing compliance with the Personal Data Protection Act (PDPA).
• Support audit relating to data protection and operational compliance.
• Ensure physical and information security standards are maintained across the agency.

Governance & Ad Hoc Responsibilities

• Participate in agency committees, including Education, Culture, and Town Hall initiatives.
• Perform ad hoc assignments

Requirements

• Degree or Diploma in any discipline

• Minimum 3 years of sales experience / customer service experience

• Sales management experience in the life insurance and financial services industry will be advantageous

• Good knowledge of financial industry and products is preferred

• Ability to lead, motivate, train and coach FA advisers to achieve business targets

• Positive, proactive, with good business acumen and results-oriented

• Independent, self-driven and resourceful

• Positive, proactive, with good business acumen and results-oriented

• Independent, self-driven and resourceful

• Team-Player