Roles & Responsibilities
Havend is actively looking for a Solutions Specialist to build our insurance planning frameworks and thought leadership. You will play a key role in building upon Havend's philosophy on protection, retirement and legacy planning, translating evidence-based research into practical guidance, tools and training that empower our Insurance Specialists to deliver independent, comprehensive advice to clients. You will also play a crucial role in elevating the standards for product due diligence and suitability rigor and develop practitioner-grade content that sharpens best practice standards in insurance advisory.
The main functions of this exciting position include but are not limited to the following :
Research and frameworks
- Deepen Havend's philosophy, frameworks and methodologies for insurance planning
- Conduct deep research on market trends, regulations, consumers' behaviour and their implications for comprehensive protection planning
- Develop adjacent domains, including retirement and legacy planning practices and methodologies
Product evaluation and governance
Perform product due diligence and benchmarking (features and value)Conduct fit-and-proper assessments to curate products suitable for recommendationTools, training and enablement
Maintain and enhance Havend's proprietary planning tools, reports and templatesDeliver training and coaching as the subject matter expert to upskill the Insurance Specialist teamThought leadership and content
Produce content in writing to advance Havend's thought leadershipContribute to social media and media commentaryRequirements :
To succeed in this role, you will be someone who :
Has a good bachelor's degree, preferably in Finance, Engineering or a related disciplineIs proficient in Microsoft ExcelIs passionate in empirical, evidence-based research and framework developmentIs analytical and detail-oriented with a growth mindsetIs comfortable with change and ambiguity; adaptable and resourcefulExhibits a strong sense of professional pride, ownership and follow-throughIs a strong team playerIs tenacious and possesses a strong work ethicThe following would be added advanatages :
Working knowledge of insurance solutions, product structures and evaluation methodsBasic use of python for data scraping and analysis workTell employers what skills you have
Coaching
Microsoft Excel
Training Design
Social Media
insurance advisory work
Analysis
Sales Process
Thought Leadership
Python
Life Insurance
Writing
Retirement Planning
Consulting
Team Player
Tenacious
Research