Assistant Manager, Monitoring & Surveillance
Assistant Manager, Monitoring & Surveillance
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Job Description
Manulife Business Academy is setting up the Training and Competency team and is seeking a strong executor and communicator who is obsessed with delivering valueisforward-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:
- Well empower you to learn and grow the career you want.
- Well recognize and support you in a flexible environment where well-being and inclusion are more than just words.
- As part of our global team well support you in shaping the future you want to see.
About Manulife and John Hancock
Manulife Financial Corporation is a leading international financial services provider helping people make their decisions easier and lives better. To learn more about us visit is an Equal Opportunity Employer
At Manulife/John Hancock we embrace our diversity. We strive to attract develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment retention advancement and compensation and we administer all of our practices and programs without discrimination on the basis of race ancestry place of origin colour ethnic origin citizenship religion or religious beliefs creed sex (including pregnancy and pregnancy-related conditions) sexual orientation genetic characteristics veteran status gender identity gender expression age marital status family status disability or any other ground protected by applicable law.
It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process contact .
Working Arrangement
Required Experience:
Manager
Employment Type
Full-Time
