Sales Surveillance Officer

Prudential

2 years experience in sales or fact find review
Knowledge of mas balanced scorecard framework
Understanding of insurance act and faa regulations
The role supports the Lead in administering the conduct risk framework and Balanced Scorecard framework while setting sales advisory standards

Job Summary

  • The role supports the Lead in administering the conduct risk framework and Balanced Scorecard framework while setting sales advisory standards.
  • Candidates will assess appeals from the agency force regarding policy replacements and recommend approval or rejection based on regulatory guidelines.
  • The position involves conducting documentation reviews, client surveys, and mystery shopping validations to ensure compliance with MAS regulations.

Matching Summary

The role supports the Lead in administering the conduct risk framework and Balanced Scorecard framework while setting sales advisory standards.

Skills & Requirements

Must-have

  • 2 years experience in sales or fact find review
  • Knowledge of MAS Balanced Scorecard framework
  • Understanding of Insurance Act and FAA regulations
  • Experience with mystery shopping and call-back reviews
  • Ability to analyze MSE findings and trends

Nice-to-have

  • Self-motivated and driven personality
  • Strong analytical and attention to detail skills
  • Collaboration with Learning & Development team
  • Experience raising business quality standards
  • Insurance related certifications

Key Requirements

  • At least 2 years working experience in sales or fact find review
  • Degree or Diploma in any discipline
  • Basic knowledge of Insurance Act, FAA, and MAS regulations

Work Rights

Not specified

Tailored Resume

Cover Letter