Sales Advisory Quality & Compliance Lead

Income-Insurance-Limited; Singapore; On-site; SGD 60,000 - 90,000; Full time

Job summary

Income-Insurance-Limited is seeking an Executive, Quality Monitoring to support governance and enhancement of sales advisory practices across distribution channels. You will work with business and support units to ensure compliance, provide stakeholder support, and drive process improvements for advisory quality.

The role focuses on governance, training materials, and cross-functional collaboration to maintain standards and address enquiries, with opportunities to lead ad-hoc improvement

Qualifications

• Degree in Business, Banking & Finance, Insurance or related disciplines.
• At least 1 year experience in insurance, financial services, sales advisory governance, compliance, or training functions.
• CMFAS licensing examinations: Module 5, 6, 6A, 8, 8A, 9, 9A; Certificate in Health Insurance or equivalents preferred.
• Good understanding of sales advisory processes for insurance and investments.
• Strong communication skills; meticulous, structured and detail oriented; able to work independently.
• Proficient in Microsoft Excel, PowerPoint and Word.

Responsibilities

• Support development of Sales Advisory standards, guidelines, process documentation and governance frameworks.
• Ensure sales advisory practices remain aligned with regulatory requirements, internal policies and business objectives.
• Support reviews & service recovery arising from MAS, Internal Audit, Compliance and other governance exercises.
• Maintain Sales Advisory guides, training materials, FAQs and reference resources.
• Conduct knowledge-sharing programmes for Advisors and internal stakeholders.
• Ensure timely communication of changes to sales advisory standards, processes and product requirements.
• Serve as a key contact point for sales advisory-related enquiries from internal and external stakeholders.
• Support resolution of production related matters, working closely with business and technology teams.
• Drive continuous improvement initiatives and undertake ad-hoc assignments as required.

Skills

Strong communication

Detail oriented

Independent work

Education

Business/Banking/Finance/Insurance degree

CMFAS licensing exams (5,6,6A,8,8A,9,9A)

Health Insurance certificate or equivalents

Tools

Microsoft Excel

PowerPoint

Word

Job description

Income-Insurance-Limited is seeking an Executive, Quality Monitoring to support governance and enhancement of sales advisory practices across distribution channels. You will work with business and support units to ensure compliance, provide stakeholder support, and drive process improvements for advisory quality.

The role focuses on governance, training materials, and cross-functional collaboration to maintain standards and address enquiries, with opportunities to lead ad-hoc improvement