AVP, Platform and Client Engagement

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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

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