Bancassurance Growth & Performance Lead

Trust Bank; Singapore; On-site; SGD 180,000 - 260,000; Full time

Job summary

Trust Bank is seeking a Bancassurance Sales Performance Lead to own the end-to-end sales funnel, set targets, and drive a high-performing bancassurance sales team. You will design the scorecard, manage incentives, and collaborate with Product, Tech, Compliance and Finance to deliver quality advice and strong results.

You will lead analytics, coaching and training for the specialists, monitor pipeline health, and ensure regulatory governance while scaling the channel with a partner ecosystem.

Qualifications

• Bachelor’s degree in Business, Finance, Marketing or related field.
• CMFAS certifications (M5, M9, M9A, HI) or willingness to obtain.
• 10+ years in sales performance management, sales operations or distribution in banking/insurance.
• Proven track record leading advisory or field sales against targets.
• Knowledge of life/general insurance and bancassurance models.
• Experience designing and running sales scorecards and incentive schemes.
• Strong data skills; advanced Excel; SQL/Tableau/Power BI knowledge.
• Customer focus and commitment to sales quality and fair dealing.
• Ability to navigate fast-paced environment with multiple priorities.
• Exceptional stakeholder management and communication.

Responsibilities

• Own the sales numbers and pipeline for Bancassurance; set and track monthly/quarterly targets.
• Manage end-to-end lead-to-sale funnel and policy issuance.
• Ensure leads are contacted and outcomes captured in the lead management platform.
• Monitor sales efficiency and productivity per Specialist; track conversion and ramp-up.
• Own the sales scorecard (FLIP) design, calculation and publication.
• Ensure incentive frameworks comply with regulations and governance.
• Prepare incentive, contest and commission inputs with Finance and Partner.
• Run weekly pipeline huddles and monthly/quarterly reviews.
• Identify performance gaps and implement recovery plans.
• Drive training and onboarding for Bancassurance Specialists.
• Provide data-driven insights to improve lead quality and conversions.
• Collaborate with Partner's Account Managers on targets and launches.
• Oversee sales quality and fair dealing; compliance.
• Maintain accurate dashboards and monthly scorecard pack.
• Support recruitment, retention and succession with People Team.

Skills

Sales analytics

Sales coaching

Performance management

Lead management

Data visualization

Stakeholder management

Communication

Project management

Problem solving

Education

Bachelor’s degree in Business, Finance, Marketing or related

CMFAS certifications (M5, M9, M9A, HI)

Tools

SQL

Tableau

Power BI

Excel

Job description

Trust Bank is seeking a Bancassurance Sales Performance Lead to own the end-to-end sales funnel, set targets, and drive a high-performing bancassurance sales team. You will design the scorecard, manage incentives, and collaborate with Product, Tech, Compliance and Finance to deliver quality advice and strong results.

You will lead analytics, coaching and training for the specialists, monitor pipeline health, and ensure regulatory governance while scaling the channel with a partner ecosystem.