Prepare and deliver presentations to clients on financial planning and servicing existing clients and partners while addressing general ad-hoc and technical queries.
Stay up to date with industry trends and regulatory changes to ensure compliance with MAS regulations, attend regular training sessions and seminars, and engage in marketing and training initiatives for partners.
Work collaboratively with other team members to ensure client satisfaction and successful implementation of financial plans while continuously improving your skills and knowledge
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Actively drive business growth by identifying and acquiring new marine insurance clients locally, regionally, and internationally, leveraging existing relationships and networks
Cultivate strong client relationships across Charterers Liability, Cargo, Hull & Machinery, P&I, and related marine insurance lines
Closely collaborate with colleagues in our Singapore team and the global business development team based in Germany, ensuring seamless service delivery
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Support the design and execution of operating models, processes, and controls aligned to insurance regulatory and compliance requirements.
Oversee UAT planning and execution to ensure business scenarios are thoroughly tested and that system outcomes align with operational expectations.
Act as a bridge between business stakeholders and technical teams to resolve issues and ensure clarity of requirements throughout the project lifecycle.
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Are you ambitious, people-oriented and serious about building a long-term career in financial planning & risk management?
This is more than just a sales role. It's an opportunity to build your own income, personal brand and long-term business in the financial industry.
As a Sales Executive (Takaful), you will play a key role in helping individuals and families plan, protect and secure their financial future through customised Family Takaful solutions.
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Meridian Global Advisory Pte Ltd aims to be the leading financial advisory firm in Singapore, known for its dedicated approach to prioritizing people and creating comprehensive financial plans. The organization is committed to fostering long-term relationships and ensuring the financial sustainability and success of its clients. With a client-first mindset, Meridian Global Advisory delivers personalized and holistic solutions that address a wide range of financial needs.
When you join us, you aren't just taking on a job; you are joining a dedicated, highly experienced team that is deeply invested in your personal and professional growth. We are committed to building a team that delivers exceptional service by upholding our core values of professionalism, leadership, a winning mindset, and gratitude.
Support sales team to provide excellent service to high net-worth clients to achieve client retention
Partner customer, Business Support and service providers to ensure timely transaction processing and service delivery of customers requirements and enquiries
We are partnering with a Singapore headquartered cutting-edge cybersecurity firm that specialises in helping organisations stay ahead of evolving cyber-threats by going beyond traditional vulnerability checks. Their approach includes automated, AI-powered threat simulations, ongoing exposure management, and comprehensive validation of detection and response capabilities. Due to business expansion, they are looking for a driven Sales Development Representative to build & scale pipeline engine across APAC.
Responsibilities
Reporting to the APAC Sales Director, the Sales Development Representative will be responsible for driving outbound prospecting efforts across the APAC region by identifying target accounts, engaging decision-makers through multi-channel outreach, qualifying leads against ideal customer profiles, and booking high-quality discovery meetings for the sales team. The role also involves managing pipeline data within the CRM, refining outreach strategies to improve conversion rates, and staying informed on cybersecurity trends to effectively position solutions and build credibility with prospects.
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