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Associate Director, Sales Personnel

Associate Director, Sales Personnel

ConnectedGroup LimitedHong Kong
18 小时前
职位描述

Responsibilities

Regulatorypliance & Licensing

  • Ensure all contracting and licensing activities for insurance advisorsply with regulations from authorities like the Hong Kong Insurance Authority (HKIA) and the Mandatory Provident Fund Schemes Authority (MPFA).
  • Lead a team that manages thesepliance 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.

    • Requirements

    University graduate in business or related curriculum

    Minimum 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 plus

    Strong experience in applying insurance license to advisors; With solid people management experience

    Fluent in spoken and written English and Chinese

    Job ID S-0708

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    Associate Director • Hong Kong

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