Executive, Training & Competency, IAG SS
Executive, Training & Competency, IAG SS
Posted on :
22-08-2025
Employer Active
1 Vacancy
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Job Description
Description
The Candidates should possess the following knowledge and experience:
- Knowledge of Sales Advisory regulatory requirements/standards
- Sales supervisory experience in validating fact find needs analysis and basis of recommendation
- Knowledge of life insurance products and FAA investment products
- Proficiency in a second language preferably Mandarin or Malay
- Familiarity with the relevantindustry and regulators requirements and developments
- At least a diploma and above. Preferably with relevant work experience.
- Have passed ^relevant licensing examinations : CMFAS Module 5 8 8A 9 9A and Certificate in Health Insurance; or equivalents
- At least 1 year of experience in training and competence in sales advisory/compliance audit in the Financial Services industry; or experience in validating sales advisory
- Proficient in Microsoft Office Word and Excel
- Good verbal and written communication skills
- Meticulous independent and work well in a team.
- Strong analytical skills and a problem-solver
Key Responsibilities
- Conduct pre-transaction checks equivalent as part of due diligence
- Reviews of sales documents and supervisors assessments
- Conduct Call-back to Customers (survey)
- Conduct an audit on supervisor-call-back recordings
- Conduct checks and reviews on supervisory duties activities (Coaching Meetings Joint Fieldwork etc)
- Ensure the review conclusions are within expectations and further investigate the circumstances or clarify with sales advisors and supervisors.
- Ensure review conclusions are well-documented.
- Identify and communicate issues uncovered and carry out follow-up actions.
- Generate and prepare regular reports for monitoring tracking and reporting purposes.
- Support in process reviews and SOP updates.
- Implement initiatives monitor processes and conduct constant reviews to ensure compliance with supervisors and advisers expected competency standards.
- Undertake projects and execute activities assigned to the team.
Employment Type
Full-Time
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