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Digital Financial Advisory Manger Full-time Job

1 month ago Financial Services Singapore 85 views
Job Details

Founded in 2016, PolicyPal is a financial planning platform that helps people make the right choice for their financial needs, and provides affordable financial products through the use of predictive analytics. PolicyPal also connects financial advisors with different insurers and empowers them with everything they need to provide expert financial advice to consumers, from quotations to marketing, customer service and data analytics. With over 50,000 consumers on the platform, PolicyPal develops technology to transform protection and financial services for consumers, advisors and insurers across the entire insurance industry.


Your Mission:

1. Are you ready to manage and groom a team of high performing sales team and bring them to the next breakthrough?

2. Provide coaching and supervision through joint field work activities and team huddles

3. Let your creative get a little wild and identify opportunities to improve customer conversion and sales team performance by analyzing data and key performance indicators

4. Work with internal teams to improve overall customer and advisor journey through real time market intel, discussions

5. Through organized events, activities and customized products, enter into partnerships to grow sales or recruit like minded high performers

This role will give you opportunity to:

- Work with the leadership team to build and develop unique opportunities and strategies for your sales team

- Grow and develop like minded personnel in your sale team to optimize the digital sales model and bring the team to the next breakthrough

About you:

1. Preferably at least 2 to 3 years of insurance sales experience in a financial institution or had player-coach experience in a sales organization

2. Have a sales mindset -- motivated by the opportunity to connect prospective customers to a solutions that meets their needs

3. Effective problem-solving skills and the ability to prioritize and re-prioritize throughout the day

4. A teamwork mindset and strong management skills, including a passion for people, motivating & inspiring team members, and performance management

5. Strong communication and coaching skills with a heart and attention to detail

Company Description
Founded in 2016, PolicyPal is a financial planning platform that helps people make the right choice for their financial needs, and provides affordable financial products through the use of predictive analytics. PolicyPal also connects financial advisors with different insurers and empowers them with everything they need to provide expert financial advice to consumers, from quotations to marketing, customer service and data analytics. With over 50,000 consumers on the platform, PolicyPal develops technology to transform protection and financial services for consumers, advisors and insurers across the entire insurance industry