Responsibilities:

• Manage customer’s P&L including:
• Budget and control of all expenses incurred in customer’s book
• Check actual spending upon financial open book and supporting documents
• Manage Selling reconginzation in complance with VAS
• Cash Flow projection:
• Tracking DSO day and AR balance for GT &MT
• Project financing of working capital
• Cost effectiveness:
• Manage and propose improvement solution for cost spending efficently
• Co-ordinate with sales team in RTM project
• Control and Governance:
• Ensure customer’s activity to comply with local regulation
• Mutual benefit working principle
• Key Performance Indicator
• Provide customer’s financial statement as perodic basic with key highlights to management team
• Control spending of customer not exceeding budget
• Ensure open book with accurate date
• Leadership & Competences
• Delivers Consistent Results
• Creates Collaborative Relationships
• Engages Associates
• Develops Talent
• Practices Breakthrough Thinking
• Navigates Complex Challenges

Requirement:

• Bachelor degree
• Influent in speaking and writing English
• Excelent in Microsolf office
• At least 5-years experience in MNC
• Needs to be good at problem solving, handling customer’s objections and provide excellent customer service
• Strong communication and interpersonal skills with a pleasant disposition and natural enthusiasm to co-working with other parties are vital
• Good in business acument

Report to: Chief Agency Officer

Responsibilities:

• Agency Training
• Develops the overall sales training strategy
• Manages sales training team in developing and implementing product and sales technique training programs
• Develops and implements sales management training programs.
• Designs and implements organization development programs for branch offices and sales units to boost morale, solve human relations/work-related conflicts and problems among field associates
• Develops, designs, implements and evaluates training and education programs for existing or new distribution channels for the life insurance and pre-need products
• Prepares and manages annual sales training budget
• Agent Recruitment
• Set up and standardizes agents’ recruitment and contracting guidelines and procedures; includes set-up of internal controls and requirements; ensures consistent compliance of sales management, field force and licensing staff
• Ensures Company compliance to regulatory requirements for agency licensing
• Manage agents’ recruitment team

Requirement:

• 7 year experience at management level on developing, training and educating sales management and field force, direct sales and management involving financial products

Report to CAO

Responsibilities:

• Coordinates & aligns with Corporate, Regional Compliance and Business Units on the Enterprise Market Conduct Policy and Risk Control matrix
• Generates and assesses market conduct trends via the Risk Indicator Monitoring (RIM) tool on consistent basis
• Reviews and tracks potential risk trends by Business Unit, derives appropriate recommendations and actions
• Leads Business Unit’s FMU to mitigate the risks and advises senior management of any potential risk trend and preventive measures
• Conducts periodic sales practices health check and market conduct training to ensure appropriate sales behaviors

Requirements:

• 7 years of experience in agency sales management and supports
• Insurance based qualification such as FLMI, CFP is an added advantage
• Understanding of sales compliance and experiences within its framework is preferable

Report to: DCEO

Responsibilities:

• Oversee the daily operations of Agency Support
• Implement sales initiatives & contest for agency force, monitor results and fulfil contest incentives
• Plan and execute core agency recognition programs, annual agency awards, conventions and kick-offs
• Develop and print core recognition collaterals
• Assist in customer facing collaterals and develop agent facing collaterals
• Prepare various agency management reports for agency management and Executives
• Ensure systems and procedures are catered to existing company standards and requirements for Agent Contracts, Termination, Agency Compensation, Clubs and Awards
• Function as a communication hub for all depts
• Manage the documentation of compensation and work closely with Distribution Compensation Team
• Responsible for agency force complaints management
• To represent Agency in the Annual Business Planning meeting and as a main contact point with other relevant depts
• Maintain and manage the P&L account of Agency and prepare management report for DCEO on a monthly basis
• Monitor process of agency related project as endorsed by DECO
• Sit on Product Development / Implementation and Corporate Marketing Committee and prioritize agency distribution product / marketing projects requests and needs

Requirement:

• 10 years of experience in agency sales
• FLMI is an added advantage