Assistant Manager, Monitoring
2 weeks ago
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.
**Position Responsibilities**:
**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
**Required Qualifications**:
- Diploma or Degree with a recognised institute of higher learning
- CMFAS Module 5, 9, 9A and Certificate in Health Insurance
- 3 to 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
**Preferred Qualifications**:
- Professional qualification in AFC, AFP, ChFC, CFP, and / or formal training in compliance
**_When you join our team: _**
- We’ll empower you to learn and grow the career you want.
- We’ll recognize and support you in a flexible environment where well-being and inclusion are more than just words.
- As part of our global team, we’ll support you in shaping the future you want to see.
**About Manulife and John Hancock**
**Manulife is an Equal Opportunity Employer**
**Working Arrangement**
Hybrid
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