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