Key Responsibilities include:
Strategic Planning and Development
- Assist in the development and execution of assigned agency-wide strategic plans independently, ensuring alignment with the organisation’s mission and vision.
- Responsible to keep abreast of the insurance market developments, initiatives, direction etc. and propose adjustments to Agency strategy and plans accordingly.
- Ability to draw insights from sales/trend/market data and make appropriate recommendations to steer the sales team forward.
Sales Report and Forecast
- Collaborate cross-functionally with sales teams, product, marketing to develop and implement strategic action plans toward forecasted targets.
- Ensure timely communication of key imperatives (including facilitation and coordination of reports)
- Review monthly Executive Committee slides to provide valuable insights into sales performance and trends.
Sales
- Plan and recommend strategic initiatives to directly impact 4 key drivers of our business – 1) Manpower; 2) Activity ratio; 3) Case productivity; and 4) Case size
- Analyse agency performance data, competitive intelligence, and market trends to identify opportunities, risks, and areas for improvement.
Projects/Strategic Initiatives
- assist in the development of infrastructure that need regular reviews, recommendations, and agility to tweak to support agency strategic growth and retention.
- Responsible to take the assisting role in assigned strategic projects from conception to completion, collaborating with various departments to ensure successful execution.
- Establish key performance indicators (KPIs) to track the progress of strategic initiatives and make data driven adjustments as needed.
- Occasional ad-hoc tasks and responsibilities may arise to meet the dynamic needs of the role and the organisation.
Qualifications
- Degree holder with at least 3-5 years of sales management experience in the insurance or financial services industry.
- A superior performance record that demonstrated strategic planning and execution is essential
- Self-driven with a proven ability to work in a dynamic sales environment and a proven track record of exceeding goals and objectives
- Proactive, independent, result-oriented, energetic with good people skills and an effective team player
- Able to communicate (written & verbal) effectively with all levels in the organization
- CMFAS (Module 5, 9, 9A), CHI, CGI or DGI, DLI or ACII/FLMI and its equivalent
Skills Required
- Degree holder (bachelor's)
- 3-5 years sales management experience in insurance or financial services
- Proven track record of strategic planning and execution with superior performance
- Ability to draw insights from sales, trend, and market data to make recommendations
- Strong written and verbal communication skills across organizational levels
- Proactive, independent, result-oriented, energetic, good people skills and team player
- Relevant certifications: CMFAS (Module 5, 9, 9A), CHI, CGI or DGI, DLI or ACII/FLMI (or equivalent)
What We Do
Income Insurance Limited (Income Insurance) is one of the leading composite insurers in Singapore, offering life, health and general insurance. Established in Singapore to plug a social need for insurance in 1970, Income Insurance continues to put people first by serving the protection, savings and investment needs of individuals, families and businesses today. Its lifestyle-centric and data-driven approach to insurance and financial planning puts the company at the forefront of innovative solutions that empowers the people it serves with better financial well-being. Additionally, Income Insurance is committed to being a responsible business that champions the environment and builds stronger communities by supporting financial inclusion, education for youth-in-need and seniors’ well-being. For more information, please visit www.income.com.sg
