- Review and evaluate the governance framework of brokerage channels to ensure compliance with regulatory requirements and internal policies.
- Develop and maintain workflow manuals and procedures to streamline sales processes and enhance operational efficiency.
- Conduct risk assessments to identify potential risks in the sales team's activities, including regulatory compliance, data security, and operational processes.
- Develop risk mitigation strategies and implement controls to minimize identified risks.
- Generate reports and analyze data to provide insights and recommendations to senior management for strategic decision-making and risk management.
- Perform broker administrative tasks, including managing contracts, documentation, and resolving any issues or inquiries
- Conduct regular audits and assessments to identify areas for improvement in sales processes, sales techniques, and customer interactions.
- Implement sales quality tracking mechanisms to monitor the performance and adherence of the sales team to quality standards.
- Collaborate with cross-functional teams to implement process improvements and drive initiatives to enhance sales team performance
- Develop and deliver training programs to enhance the sales team's knowledge and skills in maintaining sales quality and risk management.
- Stay up to date with industry trends, market conditions, and regulatory changes affecting the business..
- Bachelor's degree in Business Administration, Risk Management, or any related field.
- 5 - 6 years' experience in sales support, operations, risk assessment, or a similar role within the insurance industry.
- Excellent understanding of risk assessment methodologies and the ability to identify and mitigate potential risks.
- Strong knowledge of distribution channel governance and regulatory requirements.
- Experience in implementing and managing sales quality tracking systems.
- Proactive, attentive to details with excellent organizational and time management skills, with the ability to prioritize tasks effectively.
- Excellent communication and interpersonal skills to collaborate effectively with internal and external stakeholders.
- Proficient in generating reports and analyzing data using relevant software.
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Assistant Manager, Channel Operations and Distribution Governance - Hong Kong, 香港 - Sun Life
描述
Job Description
:Job Responsibilities
Job Requirements
We offer 5-day work, attractive salary, MPF, group life and group medical insurance; and excellent career development opportunities to the right candidate.
We are an equal opportunity employer and welcome applications from all qualified candidates. Application forms and resume will be kept for a period of 24 months after completion of the recruitment process. (All information will be held in strict confidence and only be used for recruitment purpose).
Job Category:
Temporary EmployeePosting End Date:
31/07/2024
Hong Kong的Assistant Manager, Channel Operations and Distribution Governance从业者
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Leung Ting Duncan Lau
Property and Hospitality Management Professional