Role:
The Sales Quality Team is responsible for monitoring competencies and due diligence in the sales process, as well as supervising our tied sales force.
He/she will be part of the team in driving good practices and ensuring the sales force fulfils the required expectations, in accordance with the company standards, in the following key areas:
- Maintain and replace the Policy (Switching) framework for life insurance, Accident and health, and relevant FAA investment products, including performing trend analysis, monitoring large volumes, and aligning sales advisory expectations 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 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 that review conclusions are well documented.
- Identify and communicate issues uncovered and carry out follow-up actions.
- Prepare and conduct briefings and training to the 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 of experience performing checks and monitoring in sales advisory/compliance audit in the Financial Services industry or experience in the 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
