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:
Focus on product proposition, partnership to drive sales results and leads generation to achieve entity’s key result areas
Role Attributes:
- Key member to identify and filling the gaps in product suite, provide effective product packaging/proposition to improve the sales advisory journey
- To source for partnership opportunities to drive sales (acquisition and farming) & revenue and leads generation
- Main liaison with partnership management
Key Responsibilities:
- To ensure effective sales advisory journey by developing strong support areas including products suite, sales proposition, partnership, leads generation and to improve MAPA
- Work with cross-functional teams (Sales, Recruitment, Events, Branding & Communication, Strategy, Sales Operations) to develop and execute the sales process/journey with unsurpassed sales and partnership experience
- Responsible for developing an advisory sales journey and experience that is practical, develop a competitive edge and sustainability
- Driving the client and sales force engagement relationship across various segments and levels
- Proactively source, oversee, manage and strengthen partnership for business opportunities and leads management
- 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 unit 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
Requirements:
Experience
- At least 5 years of relevant experience
- Good knowledge on sales (acquisition & farming), leads generation, partnership
- 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 Finance / Business Administration
- CMFAS, CGI and other insurance related qualifications are preferred
- Active RNF status will be an advantage
If you find yourself able to demonstrate the criteria above, apply with us now. We look forward to your application.
