AVP, Platform and Client Engagement

Join to apply for the AVP, Platform and Client Engagement role at Singlife Singlife is a leading homegrown financial services company, offering consumers a better way to financial freedom. Through innovative, technology-enabled solutions and a wide range of products and services, Singlife provides consumers control over their financial wellbeing at every stage of their lives. Responsibilities To grow the FA-Client accounts base for Propel: Grow the FA-Client accounts base for Propel Support our expansion to offshore leads acquisition such as Hong Kong, China and more countries in 2026. Build own pipeline of leads for conversion through own network and engagement of online leads. Follow up leads assigned (both onshore and offshore) and engage prospects to convert to FA-Client accounts for subscription of Propel platform and services Carry individual sales targets of – minimum 4 new FA-clients onboarded per year FA-clients accounts onboarded and servicing to contribute to 33% of new-to-Singlife FARs. To Service Assigned And Acquired FA-client Accounts Support the FA-Client account servicing of current 10 FA-clients, and additional new FA-Clients that are converted. Account servicing scope: Regularly and proactively engage existing FA-clients to ensure a good relationship with FA-clients Manage all communications with own FA-clients Gather feedback from FA-clients to bring back to review with Propel tech team to assess for fixes or enhancement Deepen relationship with existing FA-clients to onboard more support services with Propel. Carry target to measure deepening of relationship – aim for getting 20% of existing FA-clients to onboard more services with Propel To Be Trained As Platform-user Knowledge Expert Have indepth knowledge Propel platform from an advisor-user perspective and understand the features and functions of all the modules in Propel platform. To support selling, training and onboarding of new FA-Clients. Able to work with Propel tech to provide user requirements for enhancements and fixes. And to perform business live-verification for tech deployments. To systematically onboard new FA-clients acquired by working with Propel tech. Experience Indepth knowledge of financial needs analysis and advisors sales process will be a preferred. Is tech-savvy and able to work with tech-counterparts to provide user requirements, review user stories and perform business verification for features deployment. Min 5-7 years in any of the areas of: insurance advisory sales, RNF certified will be a plus relationship manager in a financial industry B2B sales experience, preferably in SaaS Experienced and familiar with being in a sales, business development environment with carrying sales targets. A proven track record in driving sales targets will be preferred. Have a network of financial advisory firms and advisors contacts will be a plus. Eloquent in English and Mandarin. Able to conduct sales engagement in both languages. Aptitudes Team player, collaborative and respectful of other team members Accountable, responsible and values integrity Resourceful and takes initiative (proactive) Willing to learn and fast learner Self-driven and constantly look for ways to improve Good interpersonal skills and communicate well in both written and verbal communication. Eloquent in English and Mandarin. Good presentation and sales skills Able and willing to follow structured sales processes Demonstrate ability to handle different clients Tech savvy and/or have interest in marketing activities will be a plus Education Academic: Bachelor Degree or Diploma Professional Certification(s): RNF certified (will be a plus) Seniority level Executive Employment type Full-time Job function Other Industries Insurance #J-18808-Ljbffr