Head of O2O Sales and Insurance Advisory

The role

This role leads O2O business units in Singapore and Hong Kong to build a scalable, retention-driven revenue engine. The person will manage P&L for Life Insurance, Car Insurance, and Home Loans while leading a tech-enabled specialist team.

What you will do

• Accountable for SG and HK P&L for Life Insurance, Car Insurance, and Home Loans
• Drive sales conversion and advisory practices through a tech enabled specialist team
• Champion post purchase engagement, cross sell, loyalty and retention
• Own CRM adoption and execution across the full O2O journey
• Strengthen and expand partnerships with insurers, banks, and lending institutions
• Build, standardize and enforce SOPs, SLAs, Advisory and Sales playbooks
• Partner with Marketing, Product, and Tech to improve lead volume and quality
• Deploy automation and AI-driven sales productivity tools
• Recruit, lead, mentor, and develop specialists and team leads

Required qualifications

• Built or rebuilt a high-touch advisory sales operation
• Proven learning agility and ability to thrive in ambiguity
• Demonstrated success in using AI-driven productivity tools and data-driven sales management
• Proven sales track record in direct-to-consumer, advisory, or high-touch telesales environments
• Demonstrated success in scaling call centres and specialist advisory teams
• CRM ownership experience
• Strong commercial acumen
• Ability to be a strong operator as well as a strategic thinker
• 5-8 years of people leadership experience

About the company

MoneySmart Group is a personal finance platform in Southeast Asia that helps consumers compare and apply for financial products. Founded in Singapore in 2009, its mission is to simplify complex financial decisions.