Assistant Manager, Monitoring & Surveillance
Manulife
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.
**Acerca de Manulife y John Hancock**
Manulife Financial Corporation es un importante proveedor internacional de servicios financieros que ayuda a las personas a tomar decisiones de una manera más fácil y a vivir mejor. Para obtener más información acerca de nosotros, visite http://www.manulife.com .
**Manulife es un empleador que ofrece igualdad de oportunidades**
En Manulife/John Hancock, valoramos nuestra diversidad. Nos esforzamos por atraer, formar y retener una fuerza laboral tan diversa como los clientes a los que prestamos servicios, y para fomentar un entorno laboral inclusivo en el que se aprovechen las fortalezas de las culturas y las personas. Estamos comprometidos con la equidad en las contrataciones, la retención de talento, el ascenso y la remuneración, y administramos todas nuestras prácticas y programas sin discriminación por motivos de raza, ascendencia, lugar de origen, color, origen étnico, ciudadanía, religión o creencias religiosas, credo, sexo (incluyendo el embarazo y las afecciones relacionadas con este), orientación sexual, características genéticas, condición de veterano, identidad de género, expresión de género, edad, estado civil, estatus familiar, discapacidad, o cualquier otro aspecto protegido por la ley vigente.
Nuestra prioridad es eliminar las barreras para garantizar la igualdad de acceso al empleo. Un representante de Recursos Humanos trabajará con los solicitantes que requieran una adaptación razonable durante el proceso de solicitud. Toda la información que se haya compartido durante el proceso de solicitud de adaptación se almacenará y utilizará de manera congruente con las leyes y las políticas de Manulife/John Hancock correspondientes. Para solicitar una adaptación razonable en el proceso de solicitud, envíenos un mensaje a recruitment@manulife.com .
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