Job Purpose
The person will conduct agency reviews and trend analysis to identify potential gaps and areas for improvement, and implement enhanced framework for the distribution reps so that they can conduct proper sales advisory processes for their policyholders and provide them with quality advice and suitable recommendations.
The Job
· Provide support for day-to-day operations by assisting in the team’s functions
· Conduct training for representatives on the sales advisory process and point-of-sales system
· Assist in monitoring competency standards required of supervisors and representatives to ensure alignment with regulatory and industry guidelines
· Ensure timely reviews and follow up with representatives on cases triggered by Company approved monitoring system, and information via other sources reported to the department
· Assist in developing and implementing communication plans on competency standards
· Engage and coach representatives and supervisors in areas of sales activity, quality of sales / sales management, and training needs as and when required
· Perform trend analysis to detect potential sales advisory and market conduct risks
· Address all queries and concerns from various internal and external stakeholders
· Assist in the execution of special projects / initiatives
· Updating of SOPs and internal guidelines when required
· Perform other work as required to meet business needs
· Takes accountability in considering business and regulatory compliance risks and takes appropriate steps to mitigate the risks.
· Maintains awareness of industry trends on regulatory compliance, emerging threats and technologies in order to understand the risk and better safeguard the company.
· Highlights any potential concerns /risks and proactively shares best risk management practices.
Our Requirements
· Degree holder and above in related discipline (Banking/ Business/ Finances/ Accounting) preferred
· 2 - 3 years of compliance / audit experience in Financial Services or insurance industry would be an added advantage
· CMFAS qualification (M5, M9, M9A and HI) would be an advantage
· Proficient in MS Office (Excel, Word, Outlook and PowerPoint)
· Strong interpersonal, customer service and communication skills
· Meticulous, professional, able to work well independently and as a team
· Committed and able to interact well with all levels of staff
· High level of integrity, takes accountability of work and good attitude over teamwork.
· Takes initiative to improve current state of things and adaptable to embrace new changes.
About Great Eastern
Established in 1908, Great Eastern places customers at the heart of everything we do. Our legacy extends beyond our products and services to our culture, which is defined by our core values and how we work. As champions of Integrity, Initiative and Involvement, our core values act as a compass, guiding and inspiring us to embrace the behaviours associated with each value, upholding our promise to our customers - to continue doing our best for them in a sustainable manner.
We work collaboratively with our stakeholders to look for candidates who exhibit or have the potential to embrace our core values and associated behaviours, as these are the key traits that we expect from our employees as they develop their careers with us.
We embrace inclusivity, giving all employees an equal opportunity to shine and play their role in exploring possibilities to deliver innovative insurance solutions.
Since 2018, Great Eastern has been a signatory to the United Nations (UN) Principles of Sustainable Insurance. Our sustainability approach around environmental, social, and governance (ESG) considerations play a key role in every business decision we make. We are committed to being a sustainability-driven company to achieve a low-carbon economy by managing the environmental footprint of our operations and incorporating ESG considerations in our investment portfolios; improving people’s lives by actively helping customers live healthier, better and longer; and drive responsible business practices through material ESG risk management.
To all recruitment agencies: Great Eastern does not accept unsolicited agency resumes. Please do not forward resumes to our email or our employees. We will not be responsible for any fees related to unsolicited resumes.
