Senior Executive

2 months ago

Singapur, Singapore Manulife Full time

Job Title: Senior Executive - Sales Advisory Process Specialist

Job Summary:

We are seeking a Senior Executive - Sales Advisory Process Specialist to join our team at Manulife. As a key member of our Sales Advisory Process team, you will be responsible for implementing and enhancing the sales advisory process and tools to improve the user experience and ensure adherence to regulatory requirements.

Key Responsibilities:

  • Implement and update the sales advisory process requirements for different product mixes sold by Manulife Representatives.
  • Work closely with the Digital Tools team on system enhancement to improve the user experience and ensure adherence to regulatory requirements.
  • Involved in the drafting of product Features, Benefits and Limitations (FBL) statements for m360, including slides on the sales advisory process for all product launches and onboarding.
  • Conduct training such as ACE your BSC, Fast Track 3 - Sales Advisory Process and M360.
  • Organise half day coaching clinic for leaders to seek clarification on the sales advisory process and tools.
  • Work closely with Distribution Compliance on the BSC and Market Conduct results to update training materials and provide coaching to Representatives.
  • Work closely with Compliance – BSC team to ensure consistency in the standards of BSC audit and training for reps. Identify branches with high rates of adverse BSC findings to provide coaching support.

Requirements:

  • Diploma or Degree with a recognised institute of higher learning.
  • CMFAS Module 5, 9, 9A and Certificate in Health Insurance.
  • 2 years of experience in Sales, Training & Competence / Compliance Audit in the Financial Services industry.
  • Familiar with life insurance sales advisory process and industry regulations and guidelines e.g. FAA, LIA MUs.
  • Organized and able to create multiple timelines and schedules.
  • Able to multitask, prioritize, and manage time efficiently.
  • Excellent team collaboration and camaraderie skills.
  • Good written and verbal communication skills.
  • Good interpersonal skills, problem-solving skills, meticulous.

Nice to Haves:

  • Professional qualification in AFC, AFP, ChFC, CFP, and / or formal training in compliance.

About Manulife:

Manulife Financial Corporation is a leading international financial services group that helps people make their decisions easier and lives better. With our global headquarters in Toronto, Canada, we operate as Manulife across our offices in Asia, Canada, and Europe, and primarily as John Hancock in the United States. We provide financial advice, insurance, and wealth and asset management solutions for individuals, groups and institutions. At the end of 2022, we had more than 40,000 employees, over 116,000 agents, and thousands of distribution partners, serving over 34 million customers. At the end of 2022, we had $1.3 trillion (US$1.0 trillion) in assets under management and administration, including total invested assets of $0.4 trillion (US $0.3 trillion), and segregated funds net assets of $0.3 trillion (US$0.3 trillion). We trade as 'MFC' on the Toronto, New York, and the Philippine stock exchanges, and under '945' in Hong Kong.

Our Commitment to Diversity and Inclusion:

At Manulife, we are committed to creating an inclusive work environment that values diversity and promotes equal opportunities for all employees. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law.

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