Senior Executive, Sales Advisory Process

Overview

This role presents an opportunity to play a critical part in supporting our tied agency distribution channels and financial advisory firm. You will contribute to our mission by ensuring Training & Competency (T&C) operational processes are robust, compliant, and aligned with evolving regulatory and business needs. Through this role, you will gain exposure to cross-functional collaboration, regulatory-driven initiatives, and system enhancements while helping deliver a seamless point-of-sale experience for our agents and advisors.

Position Responsibilities

• Implement and update sales advisory frameworks to ensure adherence to regulatory requirements, including MAS and LIA guidelines, as well as internal policies.

• Serve as the subject matter expert for enquiries related to sales support and sales advisory process flows.

• Partner with IT and key stakeholders to drive system enhancements, including definin...