Key Responsibilities
Sales Advisory and Validation Monitoring
- Conduct quality reviews of sales advisory cases to assess suitability, needs-based selling, disclosure adequacy, and compliance with internal standards and regulatory requirements.
- Identify sales conduct risks, gaps, and emerging trends through structured quality monitoring frameworks.
- Ensure timely follow‑up of sales conduct and quality findings, working with supervisors and business units to activate appropriate corrective measures, including service, and to track closure and effectiveness of remediation actions.
Supervisory Duties Monitoring
- Support in quality reviews call-backs and supervisory duties assurance checks.
Monitoring & Development of Sales Force
- Provide constructive feedback and targeted coaching recommendations to supervisors and advisors based on quality review findings.
- Partner with training and sales management to drive remediation plans, capability uplift, and sustainable improvements in advisory quality.
- Track recurring issues and measure effectiveness of development actions over time.
Reporting & Continuous Improvement
- Support and produce clear and actionable quality monitoring reports, dashboards, and metrics for senior management.
- Stay abreast of regulatory updates and internal policy changes to ensure timely alignment of quality assurance practices.
Skills Required
- Experience in quality assurance processes
- Strong analytical skills
- Excellent communication skills
- Experience in the sales or financial industry
- Ability to develop and deliver coaching recommendations
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
