Senior Officer, Agency Onboarding

* Reporting to Tim CHAU (Head of Distribution Services) * GCF 4 - 12.5% bonus plan with 2 multipliers (personal & firm's performance) * HKD30k-36k

ConnectedGroup Limited - Hong Kong - Full time

Salary: Negotiable

Responsibilities



Licensing

  • Manage agent licensing: registration, renewal, cancellation, CPD compliance.
  • Liaise with HKIA & MPFA for complex cases.
  • Support licensing across multiple distribution channels.


Agency Recruitment

  • Validate recruitment packages and application completeness.
  • Assess new recruits and calculate income.
  • Handle visa applications and renewals.
  • Respond to recruitment inquiries and explain contractual terms.
  • Prepare and update bilingual documents and manuals.
  • Assist in creating presentation materials.


Process Improvement & Digitalization

  • Provide feedback on operational processes.
  • Participate in system enhancement and digitalization projects.


Requirements

  • Education: Bachelor's degree or above.
  • Experience: Minimum 5 years in agency registration, recruitment, or administration.
  • Languages: Proficient in English, Cantonese, and Mandarin.
  • Skills:
    • Strong Microsoft Office proficiency.
    • Excellent communication and presentation abilities.
    • Bilingual documentation and manual preparation.
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