SP
Associate Director of Sales
Summit Planners Pte LtdCompany Description Summit Planners Pte Ltd, founded in 1994 by four visionary professionals, is one of the few firms in Singapore offering one-stop, integrated financial services to both businesses and individuals. The company provides a comprehensive suite of services for business owners, including accounting, corporate secretarial and tax services, banking and finance consultancy, corporate risk management, and estate planning. Additional offerings span general insurance, real estate, training and publications, employment services, and medical concierge services. Through its unique advisory platform, Summit Planners delivers holistic financial planning solutions for individual clients, covering areas such as debt planning, wealth management, retirement planning, education planning, cash flow planning, investment planning, and tax planning. The firm focuses on helping clients achieve long-term financial security and success.
Role Description The Associate Director of Sales is a full-time remote role responsible for driving revenue growth and expanding Summit Planners’ client base across its integrated financial services. This role oversees the sales pipeline, leads sales operations initiatives, and collaborates with leadership to define sales strategies aligned with business objectives. The Associate Director of Sales guides and coaches a sales team, sets performance targets, and monitors key metrics to ensure consistent, high-quality service delivery. Day-to-day activities include identifying and pursuing new business opportunities, nurturing relationships with existing clients, coordinating with internal service teams, and representing the company in virtual meetings, presentations, and client consultations. The role also involves continuous improvement of sales processes, reporting on sales performance, and contributing to strategic planning and market positioning.
Qualifications
Role Description The Associate Director of Sales is a full-time remote role responsible for driving revenue growth and expanding Summit Planners’ client base across its integrated financial services. This role oversees the sales pipeline, leads sales operations initiatives, and collaborates with leadership to define sales strategies aligned with business objectives. The Associate Director of Sales guides and coaches a sales team, sets performance targets, and monitors key metrics to ensure consistent, high-quality service delivery. Day-to-day activities include identifying and pursuing new business opportunities, nurturing relationships with existing clients, coordinating with internal service teams, and representing the company in virtual meetings, presentations, and client consultations. The role also involves continuous improvement of sales processes, reporting on sales performance, and contributing to strategic planning and market positioning.
Qualifications
- Demonstrated strength in core sales activities, including consultative Sales and Business Development in financial or professional services environments.
- Experience in Sales Operations, including pipeline management, forecasting, reporting, and process optimization.
- Proficiency in Customer Service, with a focus on relationship building, client retention, and client satisfaction.
- Proven Team Management abilities, including mentoring, performance management, and collaborative leadership of sales professionals.
- Strong communication and negotiation skills, with the ability to present complex financial solutions clearly to diverse stakeholders.
- Experience working in a remote or distributed team environment, with high levels of self-motivation, accountability, and organizational skills.
- Familiarity with CRM tools and basic data analysis to inform sales strategy and decision-making.
- Bachelor’s degree in Business, Finance, Marketing, or a related field; relevant professional certifications in financial services or sales leadership are an advantage.