Manager / Assistant Manager - Monitoring &

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 is 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
- At least 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**:
**Plan and Implementation of the Supervisory Audit Plan**:

- Work with the Team Lead to identify the branches/units to undergo a supervisory audit.
- Conduct the supervisory audit based on the plan set up
- Prepare the audit findings and follow-up action such as coaching and review if any

**Training and Coaching**:

- Conduct training on the Supervisory Responsibilities, i.e.: Coaching, Meeting and Joint Fieldwork requirements for the mandatory new supervisors onboarding programme.
- Work with the recruitment team to identify migrating leaders who are placed under close supervision due and provide coaching for these groups of reps.

**Training & Competency Manual (T&C Manual)**:

- Review and update T&C Manual on Monitoring & Surveillance accordingly with company, industry, and regulators developments
- Design and update the supervisory forms. i.e.: coaching, meeting, and joint fieldwork form
- Work closely with Agency Management and the Agency Leaders to ensure adherence to the supervisory requirements stipulated in the company T&C Manual

**Surveillance**:

- Work closely with compliance - investigation to identify branches and errant reps with high market misconduct complaints (substantiated and unsubstantiated) and provide coaching support.

**Others**:

- Implement initiatives, monitoring processes, and conduct constant reviews to improve the supervisory 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, 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