ANALYST, SALES ADVISORY & STANDARDS

AIA SINGAPORE PRIVATE LIMITED; Singapore; On-site; SGD 60,000 - 80,000; Full time

Job summary

A leading company in the life insurance industry is seeking a dedicated professional to implement compliance measures, coach agency leaders, and manage operational standards. The successful candidate will have substantial experience and a solid understanding of relevant regulations in a fast-paced environment.

Qualifications

• 3 to 5 years of experience in life insurance industry.
• Knowledge of MAS’ Financial Advisers Act and related guidelines.
• Experience with Capital Markets and Financial Advisory Examinations.

Responsibilities

• Implement and review T&C plans for compliance and effectiveness.
• Manage appeals and review processes effectively.
• Monitor sales quality and ensure adherence to guidelines.

Skills

Coaching

Collaboration

Digitalization

Education

Tertiary education

Tools

Microsoft Office Suite

Job description

Work with Monitoring IC to meet team’s KRAs such as:

• Implementing a business focused T&C regime to meet the business environment
• Increasing the competency of leaders & reps through coaching and district sharings
• Digitalizing of processes to increase efficiency

Replacement of Policies (ROP) Appeal Management

• Work with the stakeholders to ensure that scope and operational aspect of the system is accurate
• Perform first level review on the ROP appeal management

Pre-Transactions Check

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

Welcome Call Monitoring

• Work with the stakeholders of welcome call to ensure scope of monitoring and data accuracy
• Assist in review welcome calls results from Service Assurance (SA) team
• Ensure that the welcome call findings are followed up through communication with agency force and necessary service recovery is completed
• Be updated on the latest sales advisory knowledge to update review standards and identify common findings for sharing with agency force

Develop and implement workplan to monitor the standards set out in the T&C plan such as:

• Ensuring T&C plan is updated, effectively implemented and adhered to
• Working with tech team to enhance ICM (Interactive Competence Management) Online to improve efficiency for both the agency force and agency review
• Developing appropriate action plans to address any issue

Front desking

Front Desking of location enquiries such as enquiries relating to FHR, T&C plan coaching programs and district sharing

REQUIREMENTS:

• Tertiary education
• 3 to 5 years of experience in life insurance industry
• 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
• Sound knowledge in MAS’ Financial Advisers Act (FAA), relevant notices, regulations and guidelines; LIA Guidelines, Product Knowledge and Company’s procedures and processes.
• Ability to work independently and collaboratively in a fast-paced environment
• Proficient in Microsoft Office Suite