
Training & Competence, Executive
2 weeks ago
Enforce specified **_Training & Competence (T&C) _**regime by offering support on the ground, undertaking field based inspections and policy enforcement, monitoring of fulfilment of requirements
- Generate and prepare regular reports for monitoring, tracking and reporting purposes
- Perform in-house CPD hours accreditation of training activities
- Perform exemption reviews of licensing examinations
- Support in review and update T&C policies and SOPs accordingly with company, industry and regulators developments
- Support updating sales advisory process guide, system requirements and training materials
- Support in thematic sales documentation and supervisory duties checks
- Pepare audit findings, reports and management updates
- Implement initiatives, monitoring processes and conduct constant reviews to improve competency standards of supervisors and advisers
- Undertake projects and execute activities assigned to team
**Requirements**:
- At least a diploma and above.
- Have passed ^relevant licensing examinations : CMFAS Module 5, 9, 9A, and Certificate in Health Insurance; or equivalents
- At least 1 year experience in training and competence / compliance audit in Financial Services industry
- Proficient in Microsoft Office - Word, Excel and PowerPoint
- Good verbal and written communication skills
- Good interpersonal skill
- Knowledge or experience in life insurance sales processes would be an advantage
- Good understanding of the industry regulations and guidelines eg. FAA and LIA MUs & MCs would be an advantage
- Having professional qualification in AFC, AFP, ChFC, etc would be an advantage
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