The role supports the business growth initiatives, sales advisory support and operational activities to ensure smooth business operations.
Responsibilities:
-
Execute and monitor campaigns that drive business plans and growth strategies.
-
Maintain a strong working knowledge of internal sales advisory processes; resolve representatives’ queries; and facilitate smooth, timely new business submissions.
-
Assist the Senior BDM in executing representatives' Enhanced Monitoring (EM)-related tasks, including conducting coaching sessions, meeting observations, and ensuring reps submit the required documents on time.
-
For EM, ensure reps rectify document-related findings in a timely manner.
-
Assist the Senior BDM in first‑level feedback on marketing materials and campaign effectiveness.
-
Assist the Senior BDM in conceptualising and developing campaign papers to support business growth and recruitment initiatives.
-
Assist the Senior BDM in conducting first-level verification of Accredited Investor (AI) status and supporting documentation.
-
Support team initiatives through special projects and ad‑hoc assignments as required.
-
Assist the Head of Department in corporate projects, strategic initiatives, and cross‑functional engagements
Requirements:
-
Degree holder in Business, Marketing, Finance, Banking, or a related discipline.
-
Minimum 5–8 years of relevant experience in business development, sales support, distribution management, financial advisory, or insurance-related functions.
-
Familiarity with financial services and advisory processes, including regulatory and compliance requirements, is an advantage.
-
Ability to manage multiple campaigns, initiatives, and operational matters in a fast-paced environment.
-
Strong analytical, coordination, and problem-solving skills with attention to detail.
-
Team player with a proactive mindset and willingness to support ad-hoc projects and cross-functional initiatives
Skills Required
- Degree in Business, Marketing, Finance, Banking, or a related discipline
- 5–8 years of relevant experience in business development, sales support, distribution management, financial advisory, or insurance-related functions
- Familiarity with financial services and advisory processes, including regulatory and compliance requirements
- Ability to manage multiple campaigns, initiatives, and operational matters in a fast-paced environment
- Strong analytical, coordination, and problem-solving skills with attention to detail
- Team-oriented, proactive mindset and willingness to support ad hoc projects and cross-functional initiatives
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
