IndirizzoMAIN PURPOSE OF JOB:
• Support Financial Consultants on delivery of best practices & quality business standard.
• Monitor exiting product/fund platform & support new product/fund launch.
• Promote professionalism by coordination with various stakeholders for required training.
• Support implementation and regular review of sales tools according to business needs.
• As Responsible Officer for Life & General Insurance
KEY ACCOUNTABILITIES:
Support Financial Consultants on delivery of best practices & quality business standard
- Be familiar with regulatory & internal requirements, and proactively identify areas which require management attention or improvement
- Perform quality assurance check on sales process & use of sales/CRM tools, ensure sales practices & policy servicing in comply with regulatory/business rules
- Coordinate with Compliance Dept. on Distribution Compliance matters
- Review complaint cases, and initiate actions for improvement
Monitoring existing product/fund platform & support new product/fund launch
- Good understanding of current product/fund information and provide inputs/support on product/fund platform revamp
- Manage end-to-end process for new product/fund launch within Distribution Channel
Promote professionalism by coordination with various stakeholders for required training
- Coordinate with Training Dept. for timely delivery of sales training, CPD and online modules
- Coordinate with Fund House Partners for regular market updates and investment training
- Coordinate with various Depts. for respective training arrangement
- Regular review of training curriculum/materials to ensure it meets business needs
Support implementation and regular review of sales tools to tie with business focus
- Ensure all sales tools & sales presentation materials are approved and up-to-date
- Regular review of sales tools to align with ongoing business needs & regulatory changes
As Channel RO for Life & General Insurance
- Be responsible for the monitoring & quality assurance of regulated activities
- Keep abreast of updated regulatory requirements and ensure such information being effectively communicated to all Licensed Intermediaries, and to ensure they all have proper understanding of the information
- Ensure timely delivery of coaching/training on sales practices, product knowledge & regulatory requirements for all Licensed Intermediaries
Contribute to Channel’s sales initiatives/projects for achievement of planned deliverables
- Participate in sales initiatives/projects for achievement of business objectives, include sales recruitment
Maintain proper/accurate records & safe keeping of client data
- Ensure client data is protected in accordance with Internal & regulatory requirements, in particularly, Personal Data Privacy Ordinance and Enhanced Regulations on Direct Marketing
- Database management to ensure proper filing of all important documents/sign-off records
Your Profile
EXPERIENCE & QUALIFICATIONS:
• University graduate, preferably in Finance, Economic or related disciplines
• Min 10 years solid experience in insurance industry, prior experience as Long-Term Insurance Responsible Officer preferred
• Thorough knowledge of financial services and insurance business
• Holder of IIQE Paper 1, 2, 3 & 5
• Familiar with sales & distribution framework, as well as local investment environment & market conditions in HK
• Can work independently & proactively with strategic thinking capability
• Excellent interpersonal, communication & presentation skills in both written & spoken English/Chinese
About AXA
We always start with our customers
As one of the largest global insurers, our purpose is to act for human progress by protecting what matters.
Protection has always been at the core of our business, helping individuals, businesses and societies to thrive. And AXA has always been a leader, an innovator, an entrepreneurial company, fostering progress in all its dimensions. Our purpose also links back to the Group's roots. From the outset, AXA has been committed to acting as a force for collective good. From solidarity-based actions with AXA Hearts In Action to work on prevention issues with the AXA Research Fund and the fight against climate change, AXA has always been attentive to its social environment and embraced its responsibility as an insurer: responsibility for taking action upstream in order to better understand risks, with one goal in mind: to ensure better protection.
About the Entity
ABOUT AXA HONG KONG AND MACAU
AXA Hong Kong and Macau is a member of the AXA Group, a leading global insurer with presence in 54 markets and serving 105 million customers worldwide.
As one of the most diversified insurers offering integrated solutions across Life, Health and General Insurance, our goal is to be the insurance and holistic wellness partner to the individuals, businesses and community we serve.
At the core of our service commitment is continuous product innovation and customer experience enrichment, which is achieved through actively listening to our customers and leveraging technology and digital transformation.
We embrace our responsibility to be a force for good to create shared value for our community. We are proud to be the first insurer in Hong Kong and Macau to address the important need of mental health through different products and services. For example, the Mind Charger function on our holistic wellness platform “AXA BetterMe”, which is available via our mobile app Emma by AXA, is open to not just our customers, but the community at large. We will continue to foster social progress through our product offerings and community investment to support the sustainable development of Hong Kong and Macau.
AXA is an equal opportunity employer. We are committed to promoting Diversity and Inclusion (D&I) by creating a work environment where all employees are treated with dignity, respect, and where individual differences are valued. We welcome and treasure diverse profiles to join our big family, and to build an inclusive culture together which allows everyone to maximise their personal potential.
What We Offer
We offer excellent career prospects and attractive remuneration package to the right candidates.
