Asst Mgr, Agency Strategy

Income Insurance Limited; Singapore; On-site; SGD 70,000 - 110,000; Full time

Job summary

Income Insurance Limited in Singapore is seeking an experienced Sales Manager to assist in developing and executing agency-wide strategic plans, ensuring alignment with the company mission.

You will collaborate with sales, product and marketing teams to interpret market data, set KPIs, and drive performance across the agency. The role requires 3–5 years of sales management in insurance or financial services, with a proven track record of exceeding goals.

Qualifications

• Degree holder with 3–5 years of sales management experience in insurance or financial services.
• Proven record of strategic planning and execution.
• Self-driven with ability to exceed goals in a dynamic sales environment.
• Strong communication and interpersonal skills at all levels.
• CMFAS (Module 5, 9, 9A), CHI, CGI or DGI, DLI or ACII/FLMI equivalent

Responsibilities

• Assist in developing and executing agency-wide strategic plans aligned with the organisation's mission.
• Stay abreast of insurance market developments and adjust agency strategy accordingly.
• Draw insights from sales and market data to guide the sales team.
• Collaborate cross-functionally with sales, product and marketing to implement strategic actions.
• Review monthly executive slides and provide insights on performance and trends.
• Plan initiatives impacting manpower, activity ratio, case productivity and size.
• Analyse agency performance data and market trends to identify opportunities and risks.
• Assist in developing infrastructure and KPIs to track progress of initiatives.

Education

Bachelor's degree

Job description

• 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.
• 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