Sales Surveillance Officer

The role of the Sales Surveillance Officer reports to Lead, Sales Review & Quality. You are required to support the Lead in administering the conduct risk framework and Balanced Scorecard framework, setting sales advisory standards for the company.

Job Description

Administration of the MAS Balanced Scorecard (BSC) framework.

Assist to set the sales advisory standards and collaborate with internal & external stakeholders to support and raise the standards of sales advisory in the Company.

Conducting checks required under the BSC framework, including documentation review of sales documents, client surveys and BSC validation of misconduct and mystery shopping cases.

Meet the requirements of the regulatory Balanced Scorecard (BSC) Framework through the delivery of pre and post-transaction sales quality at organizational level.

Review Mystery Shop findings and classify infractions based on the materiality of findings.

Conduct trend analysis on MSE findings and implement appropriate measures /actions.

Perform review of customer call-backs to ensure call-backs conducted by agency leaders are carried out in accordance to the requirements.

Recommend appropriate actions for findings observed in the call-backs.

Monitor the completion of requirements (i.e., Joint Field Work, Coaching, training) by sales representatives.

Support Team Lead in conducting training to Agency Force to increase awareness and knowledge on BSC and MSE as well as improve the quality of sales documentation. This includes having continued support to handle agency force queries and driving initiatives to improve business quality.

Undertake ad-hoc tasks, projects or reviews as directed by Lead, Sales Review & Quality /Head of Sales Surveillance.

Who we are looking for

Self-motivated and driven.

Analytical and attentive to details.

Basic understanding of the insurance industry and operations.

Basic knowledge of regulations and industry guidelines applicable to the insurance/financial industry such as Insurance Act, Financial Advisers Act (FAA) and its subsidiary regulations, Monetary Authority of Singapore (MAS) regulations, Central Provident Fund (CPF) Board regulations, Life Insurance Association (LIA) guidelines.

Working Experience

At least 2 years of working experience in sales or in review of fact find recommendation.

Education / Professional Qualification

Degree / Diploma in any discipline

Preferably with insurance related certifications

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