Executive, Training & Support Administration

He/she will be responsible for driving good practices and ensuring the sales force fulfil the required expectations by the company/industry standards in the following key areas:

1. Perform due diligence monitoring, activate needed service recovery, apply preventive measures in proper sales advisory, and replace policies and supervisory duties, which include:

   1. Conducting reviews on sales documentation and supervisory duties

   2. Preparing audit reports and management updates

   3. Applying safeguards, controls and appropriate corrective measures in upholding expected conduct

   4. Managing data and conducting trend analysis

2. Establish, review, and update SOPS, frameworks, and policies according to company, industry, and regulatory developments.

3. Support in upholding sales advisory expectations by:

   1. Ensuring forms, handbooks, guides, checklists, system requirements, and training materials are current and accurate

   2. Handling related enquiries

4. Prepare and conduct briefings and training for the sales force as needed.

5. Undertake projects and execute activities assigned to the team.

Requirements:

1. A minimum diploma in any field of study is required.

2. At least 2 years of experience in training and competence/compliance audit in the Financial Services industry.

3. Knowledge and experience in life insurance sales processes.

4. A good understanding of industry regulations and guidelines, e.g. FAA and LIA MUs & MCs, would be an advantage.

5. Possess the relevant licensing examinations: CMFAS Module 5, 9, 9A, and Certificate in Health Insurance or equivalent.

6. Professional qualification in AFC, AFP, ChFC, etc, would be an advantage.