Senior Executive, Sales Advisory Process
Core
Ensuring Training & Competency operational processes are robust, compliant, and aligned with regulatory and business needs for tied agency distribution channels and financial advisory firms.
Role type
Senior operational process specialist (sales advisory)
Builds
Sales advisory frameworks, system enhancements, and training programs for agents and advisors
Domain
Life insurance / Financial services regulatory operations
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Regulatory compliance (MAS/LIA), Life insurance product knowledge, System implementation support, Business rule management, Audit sampling, Management reporting, Training facilitation
Preferred skills
Power BI, Stakeholder management
Technologies
Microsoft Office (Excel, Word, PowerPoint), Power BI
Responsibilities
Implement and update sales advisory frameworks to ensure regulatory adherence; Partner with IT to drive system enhancements and conduct UAT; Review and maintain business rule guidelines for T&C operations; Perform quality checks and audit sampling for compliance; Organize and conduct training sessions for the sales force; Prepare and present management reports and summaries
Seniority
Senior, hands-on IC
