O2O Sales & Insurance Advisory Lead (SG & HK)

MONEYSMART SINGAPORE PTE. LTD.; Singapore; On-site; SGD 180,000 - 300,000; Full time

Job summary

MoneySmart Group seeks a Head of O2O Sales and Insurance Advisory to lead the SG & HK advisory channel, building a scalable, data-driven operation. You will lead a high-productivity, tech-enabled team with strong CRM practices and partnerships across insurers, banks, and lenders.

You will drive revenue, retention, and efficiency, recruit and mentor specialists, and align with MoneySmart values and O2O strategy. This leadership role reports to the CBO.

Qualifications

• Built or rebuilt a high-touch advisory sales operation.
• Proven ability to leverage data-driven insights for sales growth.
• Experience using AI-driven productivity tools in sales.
• CRM ownership across the O2O funnel and related processes.
• Leadership experience: recruiting, mentoring and developing teams.

Responsibilities

• Lead SG & HK P&L for O2O products including Life Insurance, Car Insurance, and Home Loans.
• Drive advisory sales with a tech-enabled, high-productivity team and strong CRM practices.
• Champion post-purchase engagement, cross-sell, loyalty, and retention.
• Own CRM adoption and data-driven sales management across the O2O journey.
• Expand partnerships with insurers, banks, and lenders and build scalable SOPs.

Skills

Advisory sales leadership

CRM ownership

Data-driven sales

AI productivity tools

Recruitment and coaching

Tools

CRM system

AI tools

Job description

MoneySmart Group seeks a Head of O2O Sales and Insurance Advisory to lead the SG & HK advisory channel, building a scalable, data-driven operation. You will lead a high-productivity, tech-enabled team with strong CRM practices and partnerships across insurers, banks, and lenders.

You will drive revenue, retention, and efficiency, recruit and mentor specialists, and align with MoneySmart values and O2O strategy. This leadership role reports to the CBO.