The Business Development Manager oversees operations, compliance, recruitment, training, and vendor management to ensure smooth daily operations and operational support for financial planners and staff.
The candidate is responsible for overseeing operational, administrative, facilities, and compliance functions. The role ensures smooth day-to-day operations, effective coordination, and operational support for financial planners, management, and staff.
Key Responsibilities
Operations & Business Support
- Support Financial Planners and staff in daily operational matters, including dispute handling and issue resolution.
- Collaborate on operational and administrative matters to ensure alignment with company policies and regulatory requirements.
- Execute agency migration initiatives and office relocation projects, ensuring minimal disruption to business operations.
People, Recruitment & Onboarding
- Oversee onboarding processes for Financial Planners, Managers, and Directors
- Conduct recruitment interviews for staff roles and support talent acquisition activities.
Training, Events & Business Platforms
- Plan and execute agency training programmes in collaboration with internal agency trainers and external training providers.
- Coordinate with external vendors for meetings, Town Halls, and agency events.
- Organise, brief, and oversee sales and recruitment platforms, roadshows, and engagement initiatives.
Call Centre & Vendor Management
- Oversee call centre operations, including Do-Not-Call (DNC) scrubbing, operational compliance, and issue resolution.
- Manage relationships with external vendors to ensure service quality and operational effectiveness.
Facilities & Infrastructure Management
- Coordinate office sourcing, viewings, tenancy arrangements, renovation, and reinstatement works.
- Act as Agency Facilities Officer and primary contact for landlords on tenancy, parking, and facilities-related matters.
- Manage facilities operations, including handling disputes and coordinating fire drills and safety procedures.
Data Protection & Compliance
- Act as Agency Data Protection Officer, overseeing compliance with the Personal Data Protection Act (PDPA).
- Support audit relating to data protection and operational compliance.
- Ensure physical and information security standards are maintained across the agency.
Governance & Ad Hoc Responsibilities
- Participate in agency committees, including Education, Culture, and Town Hall initiatives.
- Perform ad hoc assignments
Requirements:
- Degree or Diploma in any discipline
- Minimum 3 years of sales experience / customer service experience
- Sales management experience in the life insurance and financial services industry will be advantageous
- Good knowledge of financial industry and products is preferred
- Ability to lead, motivate, train and coach FA advisers to achieve business targets
- Positive, proactive, with good business acumen and results-oriented
- Independent, self-driven and resourceful
- Positive, proactive, with good business acumen and results-oriented
- Independent, self-driven and resourceful
- Team-Player
Income Insurance Singapore, Singapore, SGP Office
75 Bras Basah Road, Singapore, Singapore, Singapore, 189557
Income Insurance Singapore, Singapore, SGP Office
1 Paya Lebar Link, #07-01 PLQ 1 Paya Lebar Quarter, Singapore, Singapore, Singapore, 408533
Income Insurance Singapore, Singapore, SGP Office
2 Tampines Central 6, #01-01 NTUC Income Tampines Point, Singapore, Singapore, Singapore, 529483
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