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

Report to: CFO

Responsibilities:

• Develops business strategy and plans in cooperation with Agency Development, Corporate sales, Actuaries and others
• Orchestrates in build up functional strategy and plans; supports and gives advices to functional heads
• Evaluates, analyses business results, life insurance market and competitors
• Develop and implement standardized strategic planning tools, temples to foster consistency and informativeness across plans
• Leads in coordination of monthly financial reporting for both shareholders
• Leads the reporting activities
• Works very closely with Actuarial team for all financial reporting
• Leads the development plans of company’s offices, branches and sales offices national wide
• Gives direction to Admin department for geographic expansion efforts
• Assist GD in building strong team spirit, create professional growth opportunities and foster a work environment

Requirement:

• 10 years of progressive experience in strategy and planning, business development, management level in in the life insurance sector
• Bachelor/MBA