Job Description
The candidate is responsible for overseeing operational, administrative, facilities, and compliance functions. The role ensures smooth day-to-day operations, effective coordination, and operational support for financial planners, management, and staff.
Key Responsibilities
Operations & Business Support
- Support Financial Planners and staff in daily operational matters, including dispute handling and issue resolution.
- Collaborate on operational and administrative matters to ensure alignment with company policies and regulatory requirements.
- Execute agency migration initiatives and office relocation projects, ensuring minimal disruption to business operations.
People, Recruitment & Onboarding
- Oversee onboarding processes for Financial Planners, Managers, and Directors
- Conduct recruitment interviews for staff roles and support talent acquisition activities.
Training, Events & Business Platforms
- Plan and execute agency training programmes in collaboration with internal agency trainers and external training providers.
- Coordinate with external vendors for meetings, Town Halls, and agency events.
- Organise, brief, and oversee sales and recruitment platforms, roadshows, and engagement initiatives.
Call Centre & Vendor Management
- Oversee call centre operations, including Do-Not-Call (DNC) scrubbing, operational compliance, and issue resolution.
- Manage relationships with external vendors to ensure service quality and operational effectiveness.
Facilities & Infrastructure Management
- Coordinate office sourcing, viewings, tenancy arrangements, renovation, and reinstatement works.
- Act as Agency Facilities Officer and primary contact for landlords on tenancy, parking, and facilities-related matters.
- Manage facilities operations, including handling disputes and coordinating fire drills and safety procedures.
Data Protection & Compliance
- Act as Agency Data Protection Officer, overseeing compliance with the Personal Data Protection Act (PDPA).
- Support audit relating to data protection and operational compliance.
- Ensure physical and information security standards are maintained across the agency.
Governance & Ad Hoc Responsibilities
- Participate in agency committees, including Education, Culture, and Town Hall initiatives.
- Perform ad hoc assignments
Requirements:
- Degree or Diploma in any discipline
- Minimum 3 years of sales experience / customer service experience
- Sales management experience in the life insurance and financial services industry will be advantageous
- Good knowledge of financial industry and products is preferred
- Ability to lead, motivate, train and coach FA advisers to achieve business targets
- Positive, proactive, with good business acumen and results-oriented
- Independent, self-driven and resourceful
- Positive, proactive, with good business acumen and results-oriented
- Independent, self-driven and resourceful
- Team-Player
