Job Description

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Role:
The Training & Competency Team is responsible for the competencies and due diligence monitoring of sales process and supervisory duties of our tied sales force. The Training & Competency (T&C) Team reports to the Head of Distribution Talent Centre, led by a Team Lead.
He/she will be part of the team in driving good practices and ensuring the sales force fulfil the required expectations, in accordance with the company standards in following key areas:

• Upkeep the Replacement of Policy (Switching) framework for life insurance, Accident and health and relevant FAA investment products, including perform trend analysis, monitoring large volume, and the sales advisory expectations in accordance with regulatory requirements and company needs.
• Maintain the replacement of policy guide, expectations on related sales process documentation, supervisor's review and relevant training materials
• Develop and support in process reviews, automation and SOP updates.
• Conduct monthly reviews on sales documents and supervisor's assessments relating to replacement of polices, including front-sales Supervisor's assessments.
• Ensure the review conclusions are within expectations, and perform further investigation on the circumstances or clarification with sales advisors and supervisors
• Obtain assessment outcomes and ensure review conclusions well-documented.
• Identify and communicate issues uncovered and carry out follow up actions.
• Prepare and conduct briefings, training to sales force, as needed

Requirements:

• At least a diploma and above. Preferably with relevant work experience.
• Have passed ^relevant licensing examinations: CMFAS Module 5, 8, 8A, 9, 9A, and Certificate in Health Insurance; or equivalents
• At least 3 years experience performing checks and monitoring in sales advisory / compliance audit in Financial Services industry; or experience in replacement of policy reviews
• Proficient in Microsoft Office - Word and Excel
• Good verbal and written communication skills
• Strong analytical skills, meticulous and a problem solver

Skills Required