Key Responsibilities include:
Strategic Planning and Development
- Assist in the development and execution of assigned agency-wide strategic plans independently, ensuring alignment with the organisation’s mission and vision.
- Responsible to keep abreast of the insurance market developments, initiatives, direction etc. and propose adjustments to Agency strategy and plans accordingly.
- Ability to draw insights from sales/trend/market data and make appropriate recommendations to steer the sales team forward.
Sales Report and Forecast
- Collaborate cross-functionally with sales teams, product, marketing to develop and implement strategic action plans toward forecasted targets.
- Ensure timely communication of key imperatives (including facilitation and coordination of reports)
- Review monthly Executive Committee slides to provide valuable insights into sales performance and trends.
Sales
- Plan and recommend strategic initiatives to directly impact 4 key drivers of our business – 1) Manpower; 2) Activity ratio; 3) Case productivity; and 4) Case size
- Analyse agency performance data, competitive intelligence, and market trends to identify opportunities, risks, and areas for improvement.
Projects/Strategic Initiatives
- assist in the development of infrastructure that need regular reviews, recommendations, and agility to tweak to support agency strategic growth and retention.
- Responsible to take the assisting role in assigned strategic projects from conception to completion, collaborating with various departments to ensure successful execution.
- Establish key performance indicators (KPIs) to track the progress of strategic initiatives and make data driven adjustments as needed.
- Occasional ad-hoc tasks and responsibilities may arise to meet the dynamic needs of the role and the organisation.
Qualifications
- Degree holder with at least 3-5 years of sales management experience in the insurance or financial services industry.
- A superior performance record that demonstrated strategic planning and execution is essential
- Self-driven with a proven ability to work in a dynamic sales environment and a proven track record of exceeding goals and objectives
- Proactive, independent, result-oriented, energetic with good people skills and an effective team player
- Able to communicate (written & verbal) effectively with all levels in the organization
- CMFAS (Module 5, 9, 9A), CHI, CGI or DGI, DLI or ACII/FLMI and its equivalent
