Total 4 job vacancies by Promiseland Financial Advisory Pte. Ltd.

Job Description

Responsibilities:

1. Recruitment and Networking

• Reaching out to existing adviser network to refer qualified and productive advisers to the Company

2. Agency & Cluster Performance

• Partner T2/T3 leaders to drive production growth and professionalism across assigned clusters or segments.

• Engage managers regularly to reinforce activity discipline and execution standards, and identify early signals relating to productivity or conduct risks, working with relevant teams before escalation.

2. Sales Campaign Strategy & Execution

• Design and execute sales and business growth campaigns and initiatives, within advisory standards to prevent aggressive sales tactics, and aligned to:

• Company priorities

• Product focus

• Target customer segments (e.g. mass affluent, HNW, protection gaps)

• Partner teams and specialists to:

• Translate product features into advisor-relevant selling angles

• Develop practical sales narratives and positioning

• Design and execute sales campaigns and initiatives in coordination with Product/Fund/Campaign Governance and Training teams, ensuring all campaigns are launched only after governance review

• Ensure campaigns align with approved products, funds, model portfolios, advisory standards, and customer risk profiles

• Translate campaign objectives into clear field propositions, mechanics, and execution guidelines

• Manage campaign timelines, rollout plans, and post-campaign follow-through

3. New Business Growth & Momentum

• Drive new business production growth, including:

• Case count

• Case size

• Product mix (e.g. protection, ILP, savings)

• Support agency leaders and managers in building sustained sales momentum, not one-off spikes

• Identify growth opportunities within existing advisor base and priority cohorts

4. Advisor & Manager Enablement

• Work with Business Development and Training teams to:

• Equip advisors with campaign tools, sales materials, and talking points

• Support managers in driving campaign adoption and execution discipline

• Reinforce sales quality, suitability, and compliance awareness in all campaigns

5. Campaign Performance & Optimisation

• Track campaign performance metrics including:

• Participation rates

• Conversion and hit rates

• New business uplift

• Conduct post-campaign reviews to identify:

• What worked

• What did not

• Required refinements

• Continuously improve campaign effectiveness and relevance

6. Stakeholder & Cross-Functional Coordination

• Act as the primary coordinator between various departments, for success of campaigns

• Ensure campaigns are operationally executable and compliant before field rollout

Requirements:

• 4–8 years’ experience in life insurance, financial advisory, or agency distribution

• Background in one or more of the following:

• Sales campaigns

• Product marketing

• Distribution strategy

• Business development

• Strong understanding of:

• Agency sales dynamics

• Advisor behaviour and motivation

• Product-led selling (especially protection and ILP)

• Results-oriented, practical, and field-aware

Benefits:

• Working together with a team • Group Employee benefits • Enjoy a fair work- life balance

• Monday to Friday 9.00am to 6.00pm working hours

We are Singapore’s pioneer financial advisory firm that has been in the industry since 1986. We deal with a variety of platforms – Financial Planning, Investments, Life Insurance, General Insurance, and Group Employee Benefits. Being independent, we also offer a variety of products and services that are of best value and best suited for our clients’ total financial needs.

We are looking for a Business Development Manager to promote growth in business and number of advisers through various initiatives and engagements, with a focus on marketing / incentive campaigns. The role will be working within a team and reporting to a Director.

Job Description

Responsibilities:

• Receptionist duties to attend to public and client servicing calls • Provide administrative support to Financial Adviser business especially life insurance from new business to servicing

• Take care of data entry of Company’s CRM system, maintenance of CRM data and preparation of reports for the purpose of commission payment • Ensure proper storage of data, both hard and soft copies, of FA operations

• Assist Admin Executive in the daily submission of new business to product providers

• Any other duties that may be assigned

Requirements:

• Minimum O level qualifications

• Must be proficient in Microsoft Office: Word and Excel • Must be meticulous and have eye for details in documentation

• Able to work independently as well as in a team Benefits: • Working together with a team • Group Employee benefits • Enjoy a fair work- life balance

• Monday to Friday 9.00am to 6.00pm working hours

We are Singapore’s pioneer financial advisory firm that has been in the industry since 1986. We deal with a variety of platforms – Financial Planning, Investments, Life Insurance, General Insurance, and Group Employee Benefits. Being independent, we also offer a variety of products and services that are of best value and best suited for our clients’ total financial needs.

We are looking for an Administrative Assistant to provide the support required to ensure the smooth running of the business. The role will be assisted by a team who will be there to support you and train you accordingly.

Job Description

Responsibilities:

Knowledge Transfer:

• To be competent in the various AI language models (Google and Microsoft preferred) and to train our salesforce to utilise them in their business

• To be competent in the various AI tools and solutions and to train our salesforce to utilise them in their business

Sales Operations Automation:

• Build, optimise and maintain workflows through various AI models to streamline lead management, client communications and appointment setting

• Design AI-driven agents that qualify leads, trigger WhatsApp outreach, and alert telemarketers in real time

AI Content Creation & Funnel Building

• Engineer prompts and deploy AI tools to generate marketing copy, sales scripts, and client engagement materials.

• Collaborate with our marketing team to create AI-powered content funnels that increase inbound lead flow.

Innovation & Growth

• Experiment with new AI tools and automation platforms to continuously improve efficiency.

• Translate business requirements into scalable AI workflows that directly increase conversion rates and salesforce productivity.

Requirements:

• Minimum A level or diploma qualifications (relevant AI-related certification preferred)

• Must be proficient in AI-related tools and solutions

• Must be good in communications and able to train others (knowledge transfer)

• Able to work independently as well as in a team Benefits:

• Group Employee benefits

• Enjoy a fair work- life balance

• Monday to Friday 9.00am to 6.00pm working hours

We are Singapore’s pioneer financial advisory firm that has been in the industry since 1986. We deal with a variety of platforms – Financial Planning, Investments, Life Insurance, General Insurance, and Group Employee Benefits. Being independent, we also offer a variety of products and services that are of best value and best suited for our clients’ total financial needs.

We are looking for an AI Specialist to come up with solutions that will contribute positively to business growth and progression, and sharing this knowledge with our salesforce.

Job Description

Responsibilities:

1. Recruitment and Networking

• Reaching out to existing adviser network to bring in qualified and productive advisers to the Company

• Interview candidates referred by the Business Development Managers for the above purpose

2. Business Development Leadership & Strategy

• Lead and develop the Business Development function to support agency growth and productivity improvement.

• Establish structured engagement frameworks with T2/T3 managers to drive consistent business performance and professional conduct.

• Translate organisational growth priorities into practical and executable initiatives for agency adoption.

• Monitor adoption and effectiveness of BD initiatives and refine execution approaches as required.

3. Manager Engagement & Field Execution Oversight

• Engage, influence & support managers in driving sustainable production growth through structured activity and pipeline management.

• Drive professionalism and responsible sales behaviours across managers and representatives.

• Identify early signals relating to productivity, conduct, or execution risks and work with relevant functions to correct them.

• Provide regular feedback to management on field execution effectiveness and emerging risks.

• Partner Training & Products teams to address behavioural and competency gaps observed in the field.

4. Campaign, Events & Marketing Execution Oversight

• Oversee execution of campaigns, events and marketing initiatives to ensure effective field adoption.

• Ensure initiatives align with governance standards and avoid inappropriate or aggressive sales positioning.

5. Stakeholder Collaboration & Reporting

• Work closely with various functional heads & key stakeholders to align business initiatives with competency and advisory standards.

• Provide management reporting on agency engagement, execution discipline, and initiative effectiveness.

• Support transformation and improvement efforts relating to distribution professionalism and standards uplift.

Requirements:

• Minimum 10 years of experience in life insurance or financial advisory distribution, with significant exposure to agency or channel management.

• Proven track record in engaging and influencing agency leaders to drive performance and behavioural improvements.

• Strong understanding of activity management and agency productivity drivers.

• Good appreciation of regulatory and compliance expectations within advisory or insurance distribution environments.

• Strong stakeholder management and leadership capability.

Benefits:

• Working together with a team

• Group Employee benefits

• Enjoy a fair work- life balance

• Monday to Friday 9.00am to 6.00pm working hours

We are Singapore’s pioneer financial advisory firm that has been in the industry since 1986. We deal with a variety of platforms – Financial Planning, Investments, Life Insurance, General Insurance, and Group Employee Benefits. Being independent, we also offer a variety of products and services that are of best value and best suited for our clients’ total financial needs.

We are looking for a Director, Business Development to lead the business development unit and promote growth in business and number of advisers through various engagements.