
Senior Executive, Training
13 hours ago
Summary
The role will be responsible for driving good practices, establishing the standards and working with IAG management in ensuring the IAG sales force fulfils the required expectations, following the company and industry standards in the following key areas:
Responsibilities:
Uphold the sales advisory process expectations:
Maintain sales advisory process expectations in accordance with regulatory requirements and company needs.
- Ensure that the sales advisory process guide, sales process documentation, and training materials are kept up to date.
- Develop and maintain the system application for sales advisory, ensuring it remains up to date. Prepare system requirements and execute UAT.
Prepare and conduct briefings and training for the sales force, as needed.
Enforce specified Training & Competence (T&C)regime by policy enforcement, monitoring of fulfilment of requirements, performing field-based inspections such as :
Conduct thematic sales documentation and supervisory duties checks, prepare audit findings, reports and management updates.
- Monitoring of CPD hours, mandatory training, and performance of supervisory duties.
Implement initiatives, monitor processes, and conduct regular reviews to enhance the competency standards of supervisors and advisors.
Perform due diligence monitoring, activate needed service recovery, apply preventive measures in proper sales advisory, replacement of policies and supervisory duties, which include:
Conducting reviews on sales documentation and supervisory duties
- Conducting regular replacement of policy activities
- Applying safeguards, controls and appropriate corrective measures in upholding expected conduct
Preparing audit reports and management updates, managing data, and conducting trend analysis
Undertake projects and execute activities assigned to team
Requirements:
- At least 5 years of experience in training and competence/compliance audit in the Financial Services industry
- Preferably have experience working in a licensed financial adviser set-up
- Knowledge and experience in sales processes of life and health insurance, unit trusts, securities
- Good knowledge of industry regulations and guidelines eg. FAA, SFA, LIA MUs & MCs, GI would be an advantage
- Possess the relevant licensing examinations: CMFAS Module 5, 8, 8A, 9, 9A, and Certificate in Health Insurance; or equivalents
- Professional qualification in AFC, AFP, ChFC, etc would be an advantage
- Proficient in Microsoft Office - Word, Excel and PowerPoint
- Good verbal and written communication skills
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