Responsible to provide operational support to distribution channel(s) to ensure smooth execution of the sales process
Responsibilities:
1. Managing and review all 3rdparty Tie-up & Leads Generation activities.
- Review 3rd Party Tie-up & Leads Generation Business Proposal submitted by organizing leaders.
- To conduct due diligence check for all 3rd party tie-up.
2. Conduct monitoring on introducer sales and marketing activities
· To utilise platform to conduct social media monitoring on introducers and districts sales and marketing activities.
· To identify any unapproved marketing materials and escalate for further follow up.
3. Reviewing of collaterals and marketing materials
· Ensure that the marketing materials are in accordance to the Company’s checklist and requirement.
· To work with other internal stakeholders to conduct review of marketing materials and ensure review completed within the TAT.
· To issue approval code once all internal stakeholders’ queries has been completed.
4. Managing and support engaging of Appointment Setting Officer and matters pertaining to CPF Medisave Liabilities
· Review application and sent for screening before seeking approval on the engagement of Appointment Setting Officers.
· Liaise with IT for request of new logger / Spidergate enable phone / retrieval account.
· Maintain register for audit purposes.
· Liaise with CPF Board, provide in-force listing on monthly basis for computation of Medisave Liabilities
- Review defaulter list provided by CPF Board, prepare letters and communicate to location sales teams to follow up
- Liaise with Finance Department for deduction of Medisave Liabilities
5. Managing and Support Application for Span of Control Deviation for Tied Distribution
- Review application received, sent for screening to ensure meeting the requirement before seeking approval
- Conduct annual assessment on SOC Deviation to ensure that they continue to adhere to the prescribed standards of deviation.
6. Ad-hoc Tasks
To assist in any other ad-hoc projects that requires Department’s involvement
Requirements:
- Education – Tertiary education
- Experience – At least 2 to 5 years of experience in life insurance industry
- Familiar with MAS’ Financial Advisers Act (FAA), relevant notices, regulations, and guidelines; LIA Guidelines, Product Knowledge and Company’s procedures and process will be an added advantage.
- Communication skills, Problem Solving skills, Influencing skills, Strategic Thinking, Coaching, Presentation skills and Facilitation skills.
- Proficient in Microsoft Application (E.g. Excel-Vlookup)
