Full-timeFinance & accounting· Posted 20 Sept

Senior Executive/ Assistant Manager, Sales Advisory Process

ManulifeFrom company site

Salary

Not stated by the company

When

Full-time hours

Where

Singapore

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Start: Not stated
Work mode: On-site
Experience: Some experience

About the role

This role supports the tied agency distribution channels and the financial advisory firm, helping keep sales advisory processes robust, compliant and in step with regulatory and business changes. You will work across teams on regulatory-driven initiatives and system improvements, helping deliver a smooth point-of-sale experience for agents and advisors. It suits someone with life insurance industry experience who is detail-oriented and comfortable managing stakeholders.

What you'll do

Implement and update sales advisory frameworks so they meet MAS and LIA guidelines as well as internal policies
Act as the subject matter expert for sales support and sales advisory process flow enquiries

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Work with IT and other stakeholders on system enhancements, including defining scope, writing user stories, preparing test plans and running UAT

Review, implement and maintain business rule guidelines for T&C operations regularly

Provide operational support for BAU activities and assigned projects tied to future ways of working

Keep agents informed clearly and promptly on the status and progress of their requests

Carry out quality checks and audit sampling for regulatory compliance, and handle audit and regulatory enquiries within scope

Prepare, review and present management reports, summaries and presentation materials

Organise and run training sessions, briefings and workshops for the sales force

Good to know

Hybrid working arrangement
Based in Singapore

Requirements

Bachelor's degree from a recognised university
At least 2–5 years of relevant life insurance industry experience, preferably in advisor operations or sales support
Experience supporting T&C frameworks or regulatory-driven operational processes
Exposure to MAS or LIA regulatory requirements in financial services
Strong working knowledge of life insurance products, FAA investment products and sales advisory processes
Hands-on involvement in system implementation or enhancement, including UAT

Benefits

Learning and career growth support
Flexible environment that supports well-being and inclusion
Part of a global team

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Manulife

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Senior Executive/ Assistant Manager, Sales Advisory Process

About the role

What you'll do

Good to know

Requirements

Benefits

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