Assistant Manager, Monitoring & Surveillance

Manulife Business Academy is setting up the Training and Competency team and is seeking a strong executor and communicator, who is obsessed with delivering value, is forward-thinking, and is excited to build a quality and competent sales force within Manulife.    

Position Responsibilities:

Plan and Implementation of the Supervisory Audit Plan:

• Work with the Team Lead to identify the branches/units to undergo a supervisory audit.
• Conduct the supervisory audit based on the plan set up
• Prepare the audit findings and follow-up action such as coaching and review if any

Training and Coaching:

• Conduct training on the Supervisory Responsibilities, i.e.: Coaching, Meeting and Joint Fieldwork requirements for the mandatory new supervisors onboarding programme.
• Work with the recruitment team to identify migrating leaders who are placed under close supervision due and provide coaching for these groups of reps.

Training & Competency Manual (T&C Manual):

• Review and update T&C Manual on Monitoring & Surveillance accordingly with company, industry, and regulators developments
• Design and update the supervisory forms. i.e.: coaching, meeting, and joint fieldwork form
• Work closely with Agency Management and the Agency Leaders to ensure adherence to the supervisory requirements stipulated in the company T&C Manual

Surveillance:

• Work closely with compliance - investigation to identify branches and errant reps with high market misconduct complaints (substantiated and unsubstantiated) and provide coaching support.

Others:

• Implement initiatives, monitoring processes, and conduct constant reviews to improve the supervisory standards of Agency Leaders and their Representatives
• Undertake projects and execute activities assigned to the team

Required Qualifications:

• Diploma or Degree with a recognised institute of higher learning
• CMFAS Module 5, 9, 9A and Certificate in Health Insurance
• 3 to 5 years of experience in Sales, Training & Competence / Compliance Audit in the Financial Services industry
• Familiar with life insurance sales advisory process and industry regulations and guidelines e.g. FAA, LIA MUs
• Organized and able to create multiple timelines and schedules
• Able to multitask, prioritize, and manage time efficiently
• Excellent team collaboration and camaraderie skills
• Good written and verbal communication skills
• Good interpersonal skills, problem-solving skills, meticulous

Preferred Qualifications:

• Professional qualification in AFC, AFP, ChFC, CFP, and / or formal training in compliance

 When you join our team:

• We’ll empower you to learn and grow the career you want.
• We’ll recognize and support you in a flexible environment where well-being and inclusion are more than just words.
• As part of our global team, we’ll support you in shaping the future you want to see.

About Manulife and John Hancock

Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. To learn more about us, visit https://www.manulife.com/en/about/our-story.html.

Manulife is an Equal Opportunity Employer

At Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law.

It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact [email protected].