Core Responsibilities
- Broker / distributor contracting: Perform broker contracting and due diligence checking according to the procedures set out in the SOP. Relevant documentation/report/letter and filing as the supporting reference is required. Identify and flag any potential issues to manager and provide recommendation based on the due diligence findings.
- Broker ongoing and trigger event review: Perform broker regular and trigger event reviews according to the procedures set out in the SOP to ensure our quality partnership with distribution partners.
- Broker record management: Work proactively and collaboratively with internal and external parties for regular / adhoc update of the broker record, and to align the broker information on paper and our internal systems including log sheets
- Broker service request: Be the go-to person for responding brokers service requests with follow up and update on the clients requests by working collaboratively with other business functions
- Broker communication: Work closely and collaboratively across relevant business functions to produce and seek approval for the broker communication (regularly and/ or on ad hoc basis) including but not limit to phone calls, broker website and other appropriate media according to the pre-defined process and the required time schedule
- Management Information (MI) reporting: Produce ad hoc and regular report for measuring business results or managing risk & compliance issues. Design and revise the MI reporting for improvement and any evolution of needs
- Commission and advisory fee payment process: Handle the commission and advisory fee payment process, (including special cases/exceptional cases) by seeking approval from management with end to end follow through. Support commission reporting and file supporting documents for audit purpose.
- Work collaboratively i) within Distribution / Distribution Services function, ii) internally with Product, Operation or Marketing function and iii) externally for coordinating marketing and sales-related activities, such as brokers seminars, delivering of marketing / promotion materials, and events and customers visits in regards to invitation, venue logistic, refreshment, seminars/event material and etc.
- Manage all the relevant documentation for control, audit and historical reference in an effective and systematic manner
Qualifications / Experience / Requirements
- University degree or equivalent.
- Attained (or working towards) the IIQE licenses 1, 3, 5 and FLMI qualification to become licensed for distributing insurance is preferable. Other relevant licenses for the insurance industry will also be considered.
- At least 3-5 years work experience in a sales or sales support role.
- Understanding of the insurance industry and Heng An Standard Life (Asia)s insurance products for both local and international markets.
- Proven ability to develop strong and effective working relationships with business partners and colleagues.
- Organized and excellent time management skills.
- Motivated, pro-active and able to take responsibility and work independently.
- Good written and oral English, Cantonese and Mandarin
- Analytical thinker, with attention to detail.
- Customer-centric approach to problem solving.
- Sales, relationship building and negotiation skills.
- Computer skills should include PowerPoint, Excel, MS Office, Outlook.
We offer attractive salaries and excellent benefits.
If you are interested in our opportunity, please send your job application to us. Before doing so, please make sure you read and agree with our Personal Information Collection Statement (link: https://www.hengansl.com.hk/en/careers/privacy-agreement).
Any personal data we collect will only be used for recruitment purposes. We keep all applications confidentially on file for two years.