HEAD, ADVISORY - MONEYOWL PTE LTD
HEAD, ADVISORY

HEAD, ADVISORY

MONEYOWL PTE LTD

Full Time : $ 3000 / PER MONTH
Full TimeInsurance    

Job Description

- Together with other members of Senior Management, contribute to the building of the young MoneyOwl Team and its culture so that MoneyOwl can be a game-changer in financial advice for Singapore families in the mass market.

- Participate in the formulation of corporate strategy to shape the unique business model of the company.

- Be responsible for the professional standards, development, and morale of MoneyOwl Client Advisers to build a best-in-class fee-based advisory service.

- Be responsible for the company business goals, including P&L targets and sales KPIs from advisory practice areas, including insurance, investments, and comprehensive planning services.

- Formulate, execute and monitor sales plans and sales campaigns to achieve these goals, P&L targets, and KPIs.

- Run the sales/ advisory team comprising more than 15 advisers, its activities, productivity, and performance in line with company objectives, business, and sales plans.

- Manage an Advisory Support Team and enhance processes for sales management, including insurance application processes and managing of client data through CRM and ERP systems

- Develop a training plan and implement the plan, including leveraging internal and external training resources and also conducting some of the sales training.

- Onboarding of new insurance partners.

- Building and maintaining strong and long-lasting relationships with insurance partners and other external stakeholders.

- Degree or higher educational qualifications.

- High level of integrity and accountability, with a passion to make a positive impact on the lives of ordinary Singaporeans through the provision of comprehensive, conflict-free, and competent financial advice.

- Have the willingness and aptitude to train to become an excellent comprehensive financial planner; AWP or CFP qualification is an advantage but not compulsory.

- Able to lead and motivate a team of salaried advisers to achieve corporate sales targets and high standards of professional excellence.

- Mission-oriented, proactive, and able to think strategically amidst complexity.

- Good team player with excellent communication and interpersonal skills and ability to influence and collaborate across multiple functions.

- At least 10 years of relevant experience, preferably within the insurance or financial advisory industry; candidates from the banking and investment industry with aptitude and willingness to pick up insurance and comprehensive planning may also apply.

- At least 6 years of managerial experience in running sales teams.

- Able to work in a start-up, fast-paced and multi-faceted environment of a fintech with comprehensive and bionic services.

- Able to handle complexity and willing to learn and adapt.

- Able and willing to be hands-on in formulating sales processes and enhancing CRM or reporting tools.

- Conducting Product Due Diligence and maintaining it.

- Ensure that the regulatory environment is well understood and complied with for the entire team.


Job Requirements

- Together with other members of Senior Management, contribute to the building of the young MoneyOwl Team and its culture so that MoneyOwl can be a game-changer in financial advice for Singapore families in the mass market.

- Participate in the formulation of corporate strategy to shape the unique business model of the company.

- Be responsible for the professional standards, development, and morale of MoneyOwl Client Advisers to build a best-in-class fee-based advisory service.

- Be responsible for the company business goals, including P&L targets and sales KPIs from advisory practice areas, including insurance, investments, and comprehensive planning services.

- Formulate, execute and monitor sales plans and sales campaigns to achieve these goals, P&L targets, and KPIs.

- Run the sales/ advisory team comprising more than 15 advisers, its activities, productivity, and performance in line with company objectives, business, and sales plans.

- Manage an Advisory Support Team and enhance processes for sales management, including insurance application processes and managing of client data through CRM and ERP systems.

- Develop a training plan and implement the plan, including leveraging internal and external training resources and also conducting some of the sales training.

- Onboarding of new insurance partners.

- Building and maintaining a strong and long-lasting relationships with insurance partners and other external stakeholders.

- Degree or higher educational qualifications.

- High level of integrity and accountability, with a passion to make a positive impact on the lives of ordinary Singaporeans through the provision of comprehensive, conflict-free, and competent financial advice.

- Have the willingness and aptitude to train to become an excellent comprehensive financial planner; AWP or CFP qualification is an advantage but not compulsory.

- Able to lead and motivate a team of salaried advisers to achieve corporate sales targets and high standards of professional excellence.

- Mission-oriented, proactive, and able to think strategically amidst complexity.

- Good team player with excellent communication and interpersonal skills and ability to influence and collaborate across multiple functions.

- At least 10 years of relevant experience, preferably within the insurance or financial advisory industry; candidates from the banking and investment industry with aptitude and willingness to pick up insurance and comprehensive planning may also apply.

- At least 6 years of managerial experience in running sales teams.

- Able to work in a start-up, fast-paced and multi-faceted environment of a fintech with comprehensive and bionic services.

- Able to handle complexity and willing to learn and adapt.

- Able and willing to be hands-on in formulating sales processes and enhancing CRM or reporting tools.

- Conducting Product Due Diligence and maintaining it.

- Ensure that the regulatory environment is well understood and complied with for the entire team.






Work Location (MRT)


Work Location

23 KEONG SAIK ROAD, 089130


Get In Touch


   +65 6904 9612

   75 Ayer Rajah Crescent,
       #01-04 Singapore 139953
        View map here

   sales@findjobs.com.sg

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