Manulife

Financial Services

SeniorExecutive,SalesAdvisoryProcess

S$180–280k ~AI est. Singapore, Singapore FULL TIME Remote Friendly
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Senior candidates.

The Brief

“Senior Executive, Sales Advisory Process at Manulife. Skills: Sales advisory process, T&C operations, Regulatory compliance. Implement sales advisory frameworks. Update sales advisory frameworks”

What You'll Achieve.

Deliver seamless point-of-sale experience

Industry & Context.

Financial Services
Problems you'll solve

Analytical; Problem-solving

What They're Looking For.

Must Have

Bachelor's degree, 2-5 years relevant experience, Experience supporting T&C frameworks, Experience with MAS or LIA, Working knowledge of life insurance products, Hands-on system implementation, Proficiency in Microsoft Office, Analytical and problem-solving abilities, Stakeholder management skills, Communication skills

Nice to Have

MS Power BI experience, High attention to detail

What You'll Do.

Implement sales advisory frameworks

Update sales advisory frameworks

Serve as subject matter expert

Drive system enhancements

Define enhancement scope

Conduct user acceptance testing

Review business rule guidelines

Implement business rule guidelines

Maintain business rule guidelines

Provide operational support

Ensure clear communication

Ensure accurate communication

Ensure timely communication

Perform quality checks

Perform audit sampling

Manage audit enquiries

Manage regulatory enquiries

Prepare management reports

Review management reports

Present management reports

Organize training sessions

Conduct training sessions

How You'll Work.

Team & Collaboration

Cross-functional collaboration; Partner with IT; Key stakeholders

Communication Scope

Stakeholder management; Management reports; Presentation materials

Process & Methodology

System implementation, System enhancement

Full Job Description

This role presents an opportunity to play a critical part in supporting our tied agency distribution channels and financial advisory firm. You will contribute to our mission by ensuring Training & Competency (T&C) operational processes are robust, compliant, and aligned with evolving regulatory and business needs. Through this role, you will gain exposure to cross-functional collaboration, regulatory-driven initiatives, and system enhancements while helping deliver a seamless point-of-sale experience for our agents and advisors. **Position Responsibilities:** * Implement and update sales advisory frameworks to ensure adherence to regulatory requirements, including MAS and LIA guidelines, as well as internal policies. * Serve as the subject matter expert for enquiries related to sales support and sales advisory process flows. * Partner with IT and key stakeholders to drive system enhancements, including defining enhancement scope, preparing user stories, developing test plans, and conducting user acceptance testing (UAT). * Review, implement, and maintain business rule guidelines related to T&C operations on a regular basis. * Provide operational support for business-as-usual (BAU) activities and assigned projects related to future ways of working. * Ensure clear, accurate, and timely communication with agents regarding the status and progress of their requests. * Perform quality checks and audit sampling to ensure compliance with regulatory requirements; manage audit and regulatory enquiries within scope. * Prepare, review, and present management reports, summaries, and presentation materials. * Organize and conduct training sessions, briefings, and workshops for the sales force. **Required Qualifications:** * Bachelor’s degree from a recognized university. * Minimum 2–5 years of relevant experience in the life insurance industry, preferably within advisor operations or sales support. * Experience supporting T&C frameworks or regulatory-driven operational processes.

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