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Specialist, Sales Advisory & Standards, Standards & Business Quality

placeSingapore scheduleFull-time calendar_month 
At AIA we've started an exciting movement to create a healthier, more sustainable future for everyone. It's about finding new ways to not only better people's lives, but to better the communities and environments we live in. Encompassing our ambition of helping a billion people live Healthier, Longer, Better Lives by 2030. And to get there, we need ambitious people who believe in playing an important part in shaping that future. People seeking unmatched career and personal growth opportunities, At AIA we've started an exciting movement to create a healthier, more sustainable future for everyone. It's about finding new ways to not only better people's lives, but to better the communities and environments we live in. Encompassing our ambition of helping a billion people live Healthier, Longer, Better Lives by 2030. And to get there, we need ambitious people who believe in playing an important part in shaping that future. People seeking unmatched career and personal growth opportunities, who are driven to work with, and learn from some of the most inspiring and supportive leaders in the business. Sound like you? Then read on. About the Role To raise the competency standards of the sales force in providing quality financial advice to the customers by ensuring the regulatory requirements under Sales Advisory process are fulfilled through regular review/monitoring and embark of digitalisation via system enhancement Overview of Sales Conduct Monitoring & Improvement:
  • Interpretation of Data Analytics (DA) & root cause analysis Develop & conduct targeted training/coaching programs Enhance systems/sales advisory guidance to reduce sales conduct issues Monitor effectiveness and adjust measures Work closely with DA team to refine future DA to improve effectiveness in identifying trends for Districts or Personnels Sales Advisory Develop the standards relating to sales advisory and liaise with the stakeholders Work with relevant stakeholders to develop and improve on controls in iPOS system, endorsement system etc. Customer centricity & Agent CSAT Score Project Be the point of contact for SBQ on customer centricity related projects and initiatives. Coordinate between stakeholders (eg.
iSmart, Marketing & Proposition, BIO) Drive customer centricity outcome through reps and leaders Identify key levers to encourage/motivate or punish (carrot and stick) rep/leader MAS, Group Internal Audit & Compliance Interpret requests for reviews and queries Analyse, brainstorm solutions and carry out tasks Draft replies and reports to reply or conclude reviews or audits Replacement of Policies (ROP) Appeal Management Work with the stakeholders to ensure that scope and operational aspect of the system is accurate Perform second level review on the ROP appeal management Pre
  • Transactions Check Conduct system enhancements & refine SOP Timely review of FHR (Financial Health Review) documents for sales quality before issuance of policies District Sharing and Common mailbox Coordinate & Conduct training sessions with the agencies to facilitate better understanding of the T&C requirements and FHR standards at location.
Handling of common mailbox relating to sales advisory related queries Requirements: Education
  • Tertiary education Experience
  • At least 5 years of experience in life insurance industry Certifications/licenses
  • - Capital Markets and Financial Advisory Examinations
  • Module 5 (Rules & Regulations for Financial Advisory Services)
  • Capital Markets and Financial Advisory Examinations
  • Module 9 (Life Insurance & Investment Linked Policies)
  • Health Insurance Module Sound knowledge in MAS' Financial Advisers Act (FAA), relevant notices, regulations and guidelines; LIA Guidelines, Product Knowledge and Company's procedures and processes.
Ability to work independently and collaboratively in a fast paced environment Proficient in Microsoft Office Suite Believe in better with AIA.

If you work at AIA, you play an important part in this movement.

Which is why we give you every opportunity to learn, grow and shape your career
  • your way!

#LI-SF1 Build a career with us as we help our customers and the community live Healthier, Longer, Better Lives.

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