Sales Illustrations
2 weeks ago
Our client a leading financial advisory firm specializing in international insurance and inter-generational wealth planning solutions is seeking a meticulous and high-performing Sales Illustrations & Wealth Planning Operations Specialist to join our team in Malaysia under the Operations Team. Responsibilities Prepare, analyze, and deliver highly complex international life insurance sales illustrations and quotations, focusing on structures involving jumbo life policies and inter-generational wealth transfer strategies. Ensure all financial projections are calculated with absolute accuracy and strictly comply with the guidelines of our global top-rated insurance partners and relevant regulatory bodies. Act as a subject matter expert on product mechanics and illustration capabilities, supporting Wealth Planners and Relationship Managers by preparing detailed presentation materials for client meetings. Collaborate directly with global insurers operations teams to resolve complex illustration queries and negotiate terms. Conduct thorough User Acceptance Testing (UAT) for new illustration software releases, quoting modules, and product system implementations to maintain functional integrity and data reliability. Develop, maintain, and rigorously update Standard Operating Procedures (SOPs) for the quoting and operations workflow, promoting consistency and maximizing operational efficiency across our regional offices. Manage and archive client-facing documentation and internal policy records in compliance with audit and regulatory standards. Requirements Minimum of 2 years of operational experience within the financial services industry, specifically within life insurance brokerage, wealth management, or private banking operations. Demonstrated proficiency in preparing complex life insurance illustrations (e.g., Universal Life, Whole Life) and an understanding of their use in wealth planning contexts. Exceptional attention to detail, a methodical approach to financial calculation, and a strong commitment to delivering accurate work under pressure. #J-18808-Ljbffr
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SALES OPERATIONS
3 weeks ago
Singapur, Singapore CSGROUP PTE. LTD. Full timeResponsibilities Generate highlights/quotes/insurer’s illustrations for sales consultants’ meetings. Provide new business sales support and after-sales policy services support for sales consultants. Follow internal processes and ensure proper documentation are obtained and filed in CRM. Co‑coordinate pre‑case submission tasks – medical bookings,...
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Sales Operations Manager
2 weeks ago
Singapur, Singapore Perennial HR Full timeOur client is a well-established financial services firm known for delivering tailored insurance solutions to high-net-worth clients. As part of their continued growth, they are seeking a meticulous and proactive Sales Operations Manager / Case Manager to support insurance sales consultants in the end-to-end case management process. This is a critical role...
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Case Manager
3 weeks ago
Singapur, Singapore BTI EXECUTIVE SEARCH PTE. LTD. Full timeKey Responsibilities Prepare sales materials such as product highlights, quotations, and insurer illustrations to support client discussions. Deliver end-to-end new business and post-sales administrative support for sales consultants. Ensure compliance with internal procedures by maintaining accurate and complete records within the CRM system. Coordinate...
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Sales & BD Executive
2 weeks ago
Singapur, Singapore CAPEN MARKETING PTE. LTD. Full timeJob Description Kele (Company coach is provided. Daily pick-up/ drop-off at Westgate.) Sales Channels & Business Development Executive To develop new Tourism Sales opportunities and FMCG export business opportunities through extensive networking. To capture market share and work with team to lead the Company to a strong position in Tourism Sales and FMCG...
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Jewellery Designer
3 weeks ago
Singapur, Singapore JP JEMS PTE. LTD. Full timeRoles & Responsibilities At Tessellate, we believe in nurturing emerging talent to grow into confident, well-rounded designers. This role is ideal for individuals with a strong interest in jewellery, design, and customer engagement, and who are excited to learn how to deliver both exceptional service and creative design solutions. Key Responsibilities...
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SALES & MARKETING MANAGER
2 weeks ago
Singapur, Singapore CAPEN MARKETING PTE. LTD. Full timeSALES & MARKETING MANAGER Job Description Your key responsibilities would include (but not limited to): Reporting to the Head of Sales & Marketing, you will be leading and managing the Sales & Marketing Team. Lead in full scope of marketing and digital marketing work, including marketing campaigns, social media campaigns, design concepts, art direction,...
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Senior Interior Designer
3 weeks ago
Singapur, Singapore EDK PTE. LTD. Full timeAs a Sales Interior Designer, you will be responsible for conceptualizing, planning, and executing interior design projects that align with clients' needs and preferences. You will use your creativity, technical skills, and knowledge of design principles to transform spaces into functional, aesthetically pleasing environments. Collaborating with clients,...
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Singapur, Singapore Aegon Full timeAssistant Manager, Distribution and Marketing Support Full Time Sales and Marketing To deliver best in class sales and distribution, marketing, and case management support enhancing the overall service proposition to business partners. Responsibilities Assist in case management for Financial Advisers, Broker, and Bank channels, enhancing the approach to...
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Graphic designer
2 weeks ago
Singapur, Singapore LIN KEONG PROJECTS PTE LTD Full timeKey Responsibilities: Interpret Design Briefs: Collaborate with salespersons and clients to fully understand their vision and needs. Develop and refine artwork concepts that align with their requirements. Create Artwork: Utilize industry-leading design software (such as Adobe Illustrator, Adobe Photoshop, AutoCAD, Flexi, Corel Draw) to craft detailed signage...
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Sales & Marketing Executive
2 weeks ago
Singapur, Singapore BRIGHT HOUSE LIGHTING PTE. LTD. Full timeWe are looking for a creative and motivated Marketing Executive / Designer to manage the company’s social media presence, marketing materials, and website for both the main company and its subsidiaries. This role is ideal for fresh graduates who are passionate about design, content creation, and digital marketing. Key Responsibilities Create and manage...