Professional Investment Advisory Services Pte Ltd (“PIAS”) has one of the largest, most respected and fastest growing network of financial advisers in Singapore. PIAS is wholly owned by Singapore Life Ltd (“Singlife”). Established in 2001 and licensed by the Monetary Authority of Singapore, PIAS is a multi-award winning financial advisory firm in Singapore and offers a diversified suite of financial services and solutions with a personalized approach.
Purpose of the Role:
Rethink the FA marketing strategy business model and proposition through digitalization to provide competitive edge and sustainability
Role Attributes:
- Key catalyst of change to develop and execute marketing strategies, revamp customer experience, improve sales advisory journey and workflow through digitisation
- Main liaison with Life Operations and Risk & Compliance
Key Responsibilities:
- Participate in strategic initiatives, develop and implement the strategies to add business value to Distribution Growth
- Develop, maintain and constantly enhance the digital platform roadmap and progress
- To ensure more effective sales advisory journey in the area of sales process, product & sales proposition, partnership, leads generation and to improve MAPA through digitalization
- Lead generation, pre and post- sales experience
- Work with cross-functional teams (Sales, Recruitment, Events, Branding & Communication, Strategy, Technology, Sales Operations) to develop and execute the customer and sales journey with unsurpassed sales, after-sales and partnership experience
- Driving the digital client and sales force engagement relationship across various segments and levels
- Driving the digital advisor journey which includes end-to-end on-boarding/off-boarding of sales representatives, pipeline management, evaluation and selection
- Streamline and eventually eliminate manual processes
- CRM and client-builder management and enhancement
- Regular review, evaluate and improve each job scope and preparation of periodic reports
- Support various ongoing and new change and transformational initiatives
- Support line manager with ad hoc matters
- Projects may include working with various business units within entity and group to support, present analysis & findings on sales force segmentation, sales opportunities, leads generation, MAPA, develop tools & frameworks to streamline internal & external processes including standardisation/consolidation of eFNA e-application across core product providers
Requirements:
Experience
- At least 5 years of relevant experience
- Good knowledge on sales (acquisition & farming), leads generation, partnership, customer & sales marketing, digitalisation
- Customer-centric, adaptable, analytical, result oriented, meticulous, pro-business, strategic, problem solving and focused
- Good communication and interpersonal skills
- Effective time management and organizational skills
- Able to work independently as well as in a team
Education
- Academic: Preferably Bachelor’s degree in Business Administration/Computer Science
- CMFAS, CGI and other insurance related qualifications are preferred
If you find yourself able to demonstrate the criteria above, apply with us now. We look forward to your application.
