Personal Assistant & Business Development Executive

Insurance Sales Support

Employment Type: Full-Time
Monthly Salary: S$2,700 – S$3,600
Location: Singapore
Industry: Insurance / Financial Services
Career Level: Entry Level / Executive

About the Role

We are looking for an organised, resourceful and commercially minded Personal Assistant & Business Development Executive to support the day-to-day activities of an insurance sales operation.

This is a hybrid position combining personal and administrative support, client coordination and business development support. The successful candidate will work closely with the business principal and sales team to improve operational efficiency, maintain customer relationships and support business growth.

The position provides good exposure to business operations, client management, insurance sales processes and business development.

Prior insurance experience is not essential. Training and guidance will be provided.

Key Responsibilities

Personal Assistant & Administrative Support

• Manage calendars, appointments, meetings and daily schedules.

• Coordinate client meetings, business appointments and follow-up activities.

• Prepare correspondence, presentations, reports and meeting materials.

• Maintain organised electronic records, documents and client-related information.

• Track outstanding matters, deadlines and follow-up actions.

• Assist with expense records, administrative documentation and general office coordination.

• Liaise with clients, business partners, insurers and other parties as required.

• Provide day-to-day administrative support to improve the efficiency of the business principal and sales operation.

Insurance Sales Operations Support

• Assist with preparation and organisation of client appointments and sales documentation.

• Maintain client and prospect records in CRM or other business systems.

• Track leads, appointments, follow-ups, applications and servicing activities.

• Coordinate documentation between clients, insurance representatives and insurers.

• Assist with client servicing matters and administrative follow-up.

• Prepare basic sales activity reports and business performance summaries.

• Ensure documents and information are handled accurately, confidentially and in accordance with company procedures.

Business Development Support

• Research potential market segments, companies, partnerships and business opportunities.

• Assist in identifying and developing prospective client leads through company-approved channels.

• Support client engagement and relationship-building activities.

• Coordinate business development meetings, seminars, client events and promotional activities.

• Assist in preparing marketing materials, presentations and client communications.

• Support digital and social-media business development activities where required.

• Maintain prospect databases and follow up on agreed business development activities.

• Track business development activities, prospects and conversion progress.

• Assist management in implementing sales and customer-development initiatives.

The position supports business development and insurance sales operations. Any activity requiring regulatory authorisation, including regulated financial advisory activities, will only be undertaken by appropriately appointed or authorised persons.

Candidate Requirements

Education

Diploma or Degree in a relevant discipline such as:

• Business Administration

• Business Management

• Marketing

• Finance

• Banking & Finance

• Economics

• Communications

• Hospitality

• or another relevant field.

Candidates with other qualifications demonstrating suitable business, administrative and communication capabilities will also be considered.

Skills & Attributes

We are looking for someone who:

• Has good written and spoken English.

• Communicates confidently and professionally with clients and business partners.

• Is organised and able to manage several tasks and deadlines concurrently.

• Has strong attention to detail.

• Is comfortable working with Microsoft Office, Google Workspace or similar productivity software.

• Is comfortable learning CRM, digital marketing and other business applications.

• Has good interpersonal and relationship-building skills.

• Is proactive and able to follow through on assigned tasks.

• Handles confidential business and client information responsibly.

• Has an interest in business development, client management and the financial services industry.

Previous experience in administration, customer service, sales support, business development, banking, finance or insurance would be useful but is not essential.

What You Will Gain

The successful candidate will receive exposure to:

• Executive and business administration

• Insurance sales operations

• Customer relationship management

• Business development

• Sales pipeline management

• Client servicing

• Marketing and lead-generation activities

• Business reporting and performance tracking

• Financial services industry processes

The role is suitable for candidates seeking to develop a career combining business administration, client management and business development.

Remuneration

S$2,700 – S$3,600 per month

Salary offered will be commensurate with the candidate's qualifications, relevant skills, experience and ability to perform the responsibilities of the position.

Application

Applicants should submit their resume highlighting relevant education, skills, internships, projects and/or work experience.

Candidates will be assessed based on their skills, qualifications, experience, aptitude and suitability for the role.