Senior Executive, Sales Advisory Process
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Job Location:
Monthly Salary:
Posted on:
19 hours ago
Vacancies:
1 Vacancy
Job Summary
This role presents an opportunity to play a critical part in supporting our tied agency distribution channels and financial advisory firm. You will contribute to our mission by ensuring Training & Competency (T&C) operational processes are robust compliant and aligned with evolving regulatory and business needs. Through this role you will gain exposure to cross-functional collaboration regulatory-driven initiatives and system enhancements while helping deliver a seamless point-of-sale experience for our agents and advisors.
Position Responsibilities:
Implement and update sales advisory frameworks to ensure adherence to regulatory requirements including MAS and LIA guidelines as well as internal policies.
Serve as the subject matter expert for enquiries related to sales support and sales advisory process flows.
Partner with IT and key stakeholders to drive system enhancements including defining enhancement scope preparing user stories developing test plans and conducting user acceptance testing (UAT).
Review implement and maintain business rule guidelines related to T&C operations on a regular basis.
Provide operational support for business-as-usual (BAU) activities and assigned projects related to future ways of working.
Ensure clear accurate and timely communication with agents regarding the status and progress of their requests.
Perform quality checks and audit sampling to ensure compliance with regulatory requirements; manage audit and regulatory enquiries within scope.
Prepare review and present management reports summaries and presentation materials.
Organize and conduct training sessions briefings and workshops for the sales force.
Required Qualifications:
Bachelors degree from a recognized university.
Minimum 25 years of relevant experience in the life insurance industry preferably within advisor operations or sales support.
Experience supporting T&C frameworks or regulatory-driven operational processes.
Exposure to MAS or LIA regulatory requirements within the financial services industry.
Strong working knowledge of life insurance products FAA investment products and sales advisory processes.
Hands-on involvement in system implementation or enhancement initiatives including UAT.
Proficiency in Microsoft Office applications including MS Excel MS Word MS PowerPoint; Power BI experience is preferred.
Strong analytical and problem-solving abilities with high attention to detail.
Proven stakeholder management and communication skills.
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:
Senior IC
Key Skills
- Bidding
- Engineering Maintenance
- Accounts Management
- Finance and Accounts
- Data Analysis
- Heavy Driving
About Company
Manulife is a leading financial services group. We provide financial advice, insurance, as well as wealth and asset management solutions for individuals, groups and institutions.
