Executive, Training

7 days ago

Singapore Income Insurance Limited Full time

Executive, Training & Competency, IAG SS

Join to apply for the Executive, Training & Competency, IAG SS role at Income Insurance Limited .

Job Description

The ideal candidate should possess:

  • Knowledge of Sales Advisory, regulatory requirements/standards
  • Sales supervisory experience in validating fact find, needs analysis, and basis of recommendation
  • Knowledge of life insurance products and FAA investment products
  • Proficiency in a second language, preferably Mandarin or Malay
  • Familiarity with industry and regulators' requirements and developments
  • At least a diploma or higher, preferably with relevant work experience
  • Passed relevant licensing examinations: CMFAS Modules 5, 8, 8A, 9, 9A, and Certificate in Health Insurance, or equivalents
  • At least 1 year of experience in training and competence in sales advisory or compliance audit within the Financial Services industry, or experience in validating sales advisory
  • Proficient in Microsoft Office – Word and Excel
  • Good verbal and written communication skills
  • Meticulous, independent, and able to work well in a team
  • Strong analytical skills and problem-solving ability

Key Responsibilities

  • Conduct pre-transaction checks as part of due diligence, including review of sales documents and supervisor assessments
  • Perform callback surveys with customers
  • Audit supervisor call-back recordings
  • Review supervisory activities such as coaching, meetings, and joint fieldwork
  • Ensure review conclusions meet expectations and investigate issues as needed
  • Document review findings thoroughly
  • Identify, communicate, and follow up on issues uncovered
  • Generate reports for monitoring and tracking
  • Support process reviews and SOP updates
  • Implement initiatives to ensure competency standards are met
  • Participate in projects and team activities

Additional Details

  • Employment type: Full-time
  • Job function: Business Development and Sales
  • Industry: Insurance

This job is active and accepting applications.

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