Senior Executive, Sales Assurance

Income Insurance Limited; Singapore; On-site; SGD 50,000 - 70,000; Full time

Job summary

A leading insurance company in Singapore is seeking a Senior Executive to support the Lead in administering the Balanced Scorecard framework. Responsibilities include preparing reviews, conducting client surveys, and enhancing the sales advisory process. Candidates should have a degree or diploma, with at least 2 years of experience in a compliance role. Strong analytical, interpersonal, and communication skills are essential. This role offers the opportunity to work on important compliance projects within a dynamic team.

Qualifications

• At least 2 years of experience in a compliance role in a financial institution or similar.
• Basic knowledge of regulations and industry guidelines applicable to the insurance/financial industry.
• Understanding and experience in market conduct and/or sales advisory.

Responsibilities

• Prepare and conduct Balanced Scorecard framework review for each measurement quarter.
• Perform client call surveys and review returned forms.
• Identify issues and classify infractions according to non-sales KPIs.
• Conduct checks as first reviewer on mystery shopping cases.
• Work with stakeholders to enhance the sales advisory process.
• Undertake ad-hoc tasks as directed.

Skills

Team player

Analytical skills

Strong interpersonal skills

Communication skills

Education

Degree or Diploma in any discipline

Job description

The role of the Senior Executive reports to Lead, Sales Assurance. You are required to support the Lead in administering the Balanced Scorecard framework and tasks as assigned.

Key Responsibilities include:

• Prepare and conduct Balanced Scorecard (BSC) framework review for each measurement quarter
• Perform client call surveys, sending of client survey forms and review of returned forms
• Identify issues and classify infractions according to the 4 non-sales KPIs
• Conduct checks as first reviewer on mystery shopping cases.
• Work with respective stakeholders to enhance the sales advisory process
• Others: Undertake ad-hoc tasks, projects or reviews as directed by Lead, Sales Assurance and/or Market Conduct Section head
• Degree or Diploma in any discipline
• At least 2 years of experience in a compliance role in a financial institution or similar.
• Preferably with experience in dealing with Distribution functions.
• Team player
• Analytical and attentive to details.
• Strong interpersonal and communication skills
• Understanding and experience in Market conduct and/or sales advisory
• Basic knowledge of regulations and industry guidelines applicable to the insurance/financial industry