Sales Operations Manager Wealth

3 days ago

Singapore THE HACENS TALENT PTE. LTD. Full time

The Sales Operations Manager include pre-case coordination, new business submissions, and policy support for Sales Consultants. The role demands case management experience with HNW clients, strong organizational skills, knowledge of underwriting requirements.

**YOUR NEW JOB**:

- Provide sales & post-sales policy support to Sales Consultants.
- Prepare highlights, quotes, and insurer illustrations for Sales Consultants’ meetings.
- Ensure compliance with internal processes and proper documentation in the CRM.
- Manage new business submissions and collaborate with Sales Consultants until policy inception.
- Oversee monthly reporting to the bank.
- Address inquiries from internal and external stakeholders promptly.
- Perform occasional ad-hoc tasks within the Sales Operations Department as assigned.

**WHAT IS NEEDED FROM YOU**:

- Minimum 3 years of case management experience with HNW clients.
- Strong knowledge of insurers’ underwriting requirements for efficient case submissions.
- Proficient in using different software/apps to generate insurer illustrations.
- Technical expertise and functional skills to perform at a high level.
- Strong interpersonal skills for engaging with internal and external stakeholders.
- Ability to meet tight deadlines and handle multiple tasks efficiently.
- Highly organized and proactive in managing cases and daily tasks.
- Meticulous, with a strong focus on accuracy and precision.
- Adaptable to change and able to manage uncertainties effectively.
- Excellent verbal and written communication skills.
- Proficient in written & spoken Chinese for effective external communication with clients & internal stakeholders

**WHAT WILL MAKE YOU STAND OUT**:

- Experience in the insurance broking or insurance industry.
- Knowledge of the Singapore financial services market and UHNW needs
- Experience in the Private Banking Industry

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