Associate Director, Sales Personnel

ConnectedGroup

  • Hong Kong
  • Permanent
  • Full-time
  • 1 month ago
  • Ensure all contracting and licensing activities for insurance advisors comply with regulations from authorities like the Hong Kong Insurance Authority (HKIA) and the Mandatory Provident Fund Schemes Authority (MPFA).
  • Lead a team that manages these compliance processes and keeps them up to date.
Digital Transformation
  • Design and implement digital tools that improve the experience for insurance advisors.
  • These tools also help meet regulatory requirements and make internal operations more efficient.
  • Oversee the entire system lifecycle: design, testing (UAT), rollout, and training.
Process Optimization
  • Analyze current workflows and identify ways to streamline operations.
  • Implement strategic changes to improve efficiency across the organization.
CPD Reporting Expertise
  • Act as the go-to expert for Continuing Professional Development (CPD) reporting.
  • Ensure accurate and timely reporting to HKIA and MPFA.
Project Management
  • Handle ad hoc projects and special tasks, often with tight deadlines.
  • These could range from regulatory updates to internal process improvements.
RequirementsUniversity graduate in business or related curriculumMinimum of 10 years’ experience in agency operation / recruitment and licensing with in-depth knowledge on agency operations, contracting, and onboarding process. Insurance based qualifications such as FLMI, CFP would be a plusStrong experience in applying insurance license to advisors; With solid people management experience

ConnectedGroup