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Senior Manager, Retail Financial Services Management Support

Salary undisclosed

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As the Senior Manager, Retail Financial Service Management Support, you will lead a cross-functional team to provide comprehensive administrative and management support to Retail Financial Services (RFS), ensuring business excellence and compliance in the life insurance industry.

Key Responsibilities:

  • Oversee management reporting, performance tracking, and KPI achievement for Business Centres, Retail Assurance, and Branch Services.
  • Collaborate with Group Centre and Branch Managers to drive clusters’ performance, ensuring sales and service KPIs are met.
  • Develop and execute sales tactical campaigns tailored to enhance sales KPIs, while conducting annual reviews of incentive schemes and performance indicators.
  • Facilitate key meetings, including sales and service meetings for Business Centres and Branch Services, and organize bonding and team-building events.
  • Lead annual budgeting, proactive expense management, and accrual reviews for the department.
  • Drive lead conversion initiatives, optimizing opportunities through lead campaigns and sales tactics.
  • Proactively manage sales and service headcount, overseeing recruitment, onboarding, and addressing attrition challenges.
  • Plan and execute major sales events, conventions, and roadshows, working closely with internal and external stakeholders.
  • Serve as the department's Risk and Compliance representative, ensuring adherence to MAS guidelines and regulations such as Fair Dealing and PDPA.
  • Foster a robust sales-compliant culture within RFS by inculcating ethical selling behaviors among advisors and managers.
  • Partner with key stakeholders to address and resolve compliance or audit gaps swiftly.
  • Lead initiatives to enhance service levels at branches, promoting a culture of exemplary customer service.
  • Develop collaborative activities that align sales and service teams to work effectively towards common goals.
  • Work with internal stakeholders to drive continuous process improvements and new projects, enhancing operational efficiency.
  • Collaborate with HR and Distribution Talent Centre to establish a structured training curriculum for advisors and managers.
  • Oversee the annual learning budget and facilitate regular reviews of career progression paths for sales and service roles.

Requirements:

  • Minimum of 8-10 years of proven experience in branch operations, customer service, compliance, and training within the life insurance industry.
  • In-depth knowledge of MAS guidelines, regulatory requirements, and industry-specific compliance.
  • Strong leadership, interpersonal, and communication skills, with proficiency in MS Office and PowerPoint.
  • Effective presentation skills and a solid understanding of sales and service management best practices in the insurance sector.