Business Development Manager

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.