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
Qualifications & Competencies / Key Traits:
- 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
Top Skills
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
