Assistant Manager

We are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world. From our environmental initiatives to our community investments, we lead with values throughout our business. To help us stand out, we help you step up, because when colleagues are healthy, respected and meaningfully challenged, we all thrive. Discover how you can grow your career, make impact and drive real change with our Winning Team today.

**Working Arrangement**

Hybrid

**The Opportunity**

The customer is the focus of everything we do, and millions of end users rely on our products daily. We believe in ensuring all our Representatives are equipped with the necessary process and tools to deliver quality sales advisory to our customers.

Manulife Business Academy is setting up the Training and Competency team and is seeking a strong executor and communicator, who is obsessed with delivering value, is forward-thinking, and excited to build a quality and competent sales force within Manulife.

**What motivates you?**
- You obsess about customers, listen, engage and act for their benefit
- You think big, with curiosity to discover ways to use your agile mindset and enable business outcomes
- You thrive in teams, and enjoy getting things done together
- You take ownership and build solutions, focusing on what matters
- You do what is right, work with integrity and speak up
- You share your humanity, helping us build a diverse and inclusive work environment for everyone

**We are looking for someone with**:

- Diploma or Degree with a recognised institute of higher learning
- CMFAS Module 5, 9, 9A and Certificate in Health Insurance
- 3 - 5 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

**On the job you will**:
Implementation and Enhancement to the Sales Advisory Process and Tools:

- Implement and update the sales advisory process requirements for the different product mixes sold by Manulife Representatives, including post-sales transaction requirements. E.g.: sales advisory process for Retail products, 3rd Party Products, Unit Trust and HNW products
- Work closely with the Digital Tools team on system enhancement to improve the user experience and ensure adherence to the regulatory requirements. i.e.M360
- 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

Training and Coaching:

- 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 provision of 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.

Training & Competency Manual (T&C Manual):

- Review and update T&C Manual on Sales Advisory Process and Tools accordingly with company, industry, and regulators developments (for both MFA & MAG)
- Work closely with Agency Management and the Agency Leaders to ensure adherence to the sales advisory process stipulated in the company T&C Manual

Others:

- Prepare meeting materials for the monthly Advisory Tools and Process meeting including taking minutes during the meeting.
- Implement initiatives, monitoring processes, and conduct constant reviews to improve the competency standards of Agency Leaders and their Representatives
- Undertake projects and execute activities assigned to the team

**Our commitment to you**
- Our mission; to be a part of making Decisions Easier and Lives Better
- A leadership team dedicated to your growth and success
- A bold ambition and set of goals to be a leader in driving transformation in our industry
- Our best. Every day.

**About Manulife and John Hancock**

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, in