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Provides holistic financial planning and personalized wealth strategies covering protection, investments, retirement, accumulation, and legacy planning. Conducts financial discovery, portfolio discussions, and periodic reviews while coordinating closely with Income Financial Advisors. Builds trusted client relationships, communicates recommendations and updates, maintains accurate documentation, and ensures plans adapt to changing client needs and market conditions.

Leads the Personal Lines consumer general insurance portfolio, overseeing product strategy, proposition development, product delivery, portfolio performance, governance, regulatory compliance, transformation, stakeholder engagement, and team leadership. Drives market growth and customer value across Travel, Personal Accident, Home, Pet, Golfer, and other consumer insurance products while partnering with Distribution, Actuarial, Marketing, Finance, Operations, Claims, Technology, regulators, reinsurers, and industry bodies.

Processes life and health insurance policy servicing transactions, prepares customer letters, reviews staff work, and supports process improvement projects and company-wide initiatives. The role requires attention to detail, effective communication, multitasking, teamwork, and the ability to meet tight deadlines while handling concurrent projects.

Designs, delivers, and evaluates training programs for a financial services sales force, including induction, sales and soft skills, product, advisory process, and e-learning. Develops competency assessments, maintains compliant training materials, monitors training KPIs, and partners with stakeholders to address training needs. Requires financial services sales or training experience, relevant CMFAS certifications, insurance knowledge, and strong communication skills.

Processes life and health insurance policy servicing transactions, prepares customer letters, reviews staff work, and supports process-improvement and company-wide initiatives. The role requires attention to detail, effective communication, teamwork, multitasking, and the ability to meet tight deadlines while handling concurrent projects.

Manage a portfolio of third-party motor property damage claims, including complex and potential litigation matters. Responsibilities include assessing claims, applying reserving and settlement principles, prioritizing workloads, communicating with stakeholders and legal partners, identifying risks, maintaining accurate documentation, meeting KPIs, and complying with policies and regulations. The role requires independent judgment, ownership, resilience, customer focus, and collaboration.

Supports business growth, sales advisory operations, and campaign execution. Responsibilities include monitoring growth campaigns, resolving sales representatives’ process queries, facilitating new business submissions, supporting enhanced monitoring and coaching activities, verifying Accredited Investor documentation, reviewing marketing materials, developing campaign proposals, and contributing to corporate projects and cross-functional initiatives.

Leads Financial Consultants to achieve sales targets, execute sales strategies, maintain productivity and service standards, ensure regulatory compliance, implement sales procedures, monitor performance, and recruit new consultants to expand the agency salesforce.

Administers individual life insurance and managed healthcare claims, including registration, policy liability assessment, claim calculations, payment or rejection recommendations, and timely settlement. Handles enquiries, complaints, appeals, service recovery, and stakeholder communication with claimants, healthcare providers, reinsurers, and external organizations. Reviews pending claims, meets service-level agreements, recommends process improvements, and supports operational efficiency and AI-driven claims projects.

Leads Client Advisers, sets and monitors sales targets, provides coaching and performance feedback, develops team relationships, executes sales strategies, creates improvement plans, and recruits high-potential sales candidates. The role supports business objectives in the insurance or financial services sector and requires strong communication, leadership, sales, and people-management skills.