Assistant Officer, Sales Personnel
Job Summary
You are as unique as your background experience and point of view. Here youll be encouraged empowered and challenged to be your best self. Youll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day youll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals families and communities around the world.
Job Description:
Job Description
Support the onboarding of agents by handling licensing contracting and due diligence procedure and documentation and preparing agency agreements and financing-related documents.
Assist in handling the new agents onboarding process in accordance with the protocol and relevant guidelines including documents and due diligence checking file preparation system updates and contract signing arrangements.
Support HKIA Investment link registration processes including new applications renewals and annual CPD administration in compliance with regulatory requirements.
Assist in identifying areas for improvement to enhance team efficiency.
Provide administrative and operational support for ad hoc tasks and projects assigned by the supervisor.
Job Requirements
Higher Diploma / University degree in Business Administration or a related discipline.
13 years of relevant experience in the insurance industry or administrative support role.
Exposure to agency recruitment licensing or onboarding operations is an advantage.
Proficiency in written English and Chinese.
Strong attention to detail and accuracy in handling documents and administrative processes.
Good analytical and problem-solving skills.
A good team player with effective communication and interpersonal skills.
We offer 5-day work attractive salary MPF group life and group medical insurance; and excellent career development opportunities to the right candidate.
We are an equal opportunity employer and welcome applications from all qualified candidates. Application forms and resume will be kept for a period of 24 months after completion of the recruitment process. (All information will be held in strict confidence and only be used for recruitment purpose).
Job Category:
Channel ManagementPosting End Date:
30/07/2026Required Experience:
Unclear Seniority
About Company
Sun Life is a financial services company providing financial planning, life insurance, health insurance, investments and more.