Head of O2O Sales & Insurance Advisory (SG & HK)

MoneySmart Group; Singapore; Hybrid; SGD 250,000 - 420,000; Full time

Job summary

MoneySmart Group in Singapore is seeking the Head of O2O Sales and Insurance Advisory to lead the SG and HK advisory and sales teams. You will shape the O2O strategy, drive revenue and retention, and partner with insurers and banks to scale the business.

The role reports to the Chief Business Officer and requires building, mentoring, and deploying data-driven processes, AI-powered productivity tools, and CRM-driven sales lifecycle.

Qualifications

• Built or rebuilt a high-touch advisory sales operation with data-driven tools.
• Proven ability to scale advisory teams, recruit and train staff.
• Experience in direct-to-consumer, advisory, or high-touch telesales environments.
• CRM ownership across the end-to-end O2O funnel (lead → contact → conversion → renewal).
• Strong commercial acumen balancing customer outcomes with revenue goals.

Responsibilities

• Own SG & HK P&L for O2O including life and home loan products.
• Drive sales conversion and advisory productivity with tech-enabled specialists.
• Lead post-purchase engagement, cross-sell, loyalty and retention initiatives.
• Oversee CRM adoption and automation across the O2O journey.
• Expand partnerships with insurers, banks, and lenders.
• Develop SOPs, SLAs, and playbooks to enable scalability and effectiveness.
• Collaborate with Marketing, Product and Tech to improve lead quality and CRM integrations.

Skills

P&L ownership

Sales leadership

CRM ownership

AI-enabled selling

Data-driven decisions

Partnership development

Tools

CRM systems

Job description

MoneySmart Group in Singapore is seeking the Head of O2O Sales and Insurance Advisory to lead the SG and HK advisory and sales teams. You will shape the O2O strategy, drive revenue and retention, and partner with insurers and banks to scale the business.

The role reports to the Chief Business Officer and requires building, mentoring, and deploying data-driven processes, AI-powered productivity tools, and CRM-driven sales lifecycle.