Agency Compliance

A leading life insurance company in Hong Kong is seeking a Senior Officer for their Agency Business department. You will manage the onboarding and licensing processes for agents, ensuring compliance with regulatory standards, and provide training on the usage of their OA system. The ideal candidate will have a university degree and three years of relevant...

A leading insurance provider in Hong Kong is seeking a seasoned professional to manage agency performance and drive sales growth. The role involves analyzing metrics, coaching agents, and ensuring compliance with industry standards. Candidates must have a university degree and a minimum of three years in agency or sales management within the life insurance...

Responsibilities Analyze agency performance metrics (e.g., recruitment numbers, active ratio, productivity per head) to identify trends, opportunities, and areas for improvement. Implement targeted interventions. Monitor competitor activities, market trends, and regulatory changes to adapt strategies and maintain a competitive edge. Provide ongoing coaching,...

Assistant Manager, Agency Control and Governance 2 days ago Be among the first 25 applicants About FWD Group FWD Group (1828.HK) is a pan‑Asian life and health insurance business that serves approximately 34 million customers across 10 markets, including BRI Life in Indonesia. FWD’s customer‑led and tech‑enabled approach aims to deliver innovative...

Senior Client Onboarding Officer Company: Compliance Commit Consulting Ltd, a Type 1&2 broker headquartered in Europe. Job Duties Reports directly to the Onboarding Team Lead located in Europe. Manage the client onboarding process. Manage and facilitate comprehensive client due diligence (CDD) and conduct Enhanced Due Diligence (EDD) on complex cases,...

An Agency Solution Manager (ASM) plays a pivotal role in empowering agency partners to maximize the value of Meta’s advertising platforms and tools. This role is focused on solution program design, implementation, optimization, and actionable insight generation that equips agencies with the knowledge, resources, and hands‑on support needed to use...

Senior Manager, Agency Training and Development 3 days ago Be among the first 25 applicants Assistant to the Head of Agency Training to identify training needs in specific areas. Execution of agency training strategies and initiatives. Improve agents’ productivity to the standard that set by the company. Responsibilities Develop and implement training...

Premier Agency Development Consultant – AIA Hong Kong and Macau At AIA we’ve started an exciting movement to create a healthier, more sustainable future for everyone. It’s about finding new ways to not only better people's lives, but to better the communities and environments we live in. Encompassing our ambition of helping a billion people live...

Senior Officer – Agency Business (Strategy & Recruitment) YF Life Insurance International Ltd. is a major life insurance company in Hong Kong and Macau, providing one-stop risk- and wealth-management services. Our scope of business ranges from insurance, investment, and retirement to MPF. To cope with our business expansion, we now invite dynamic and...

A major financial institution in Hong Kong is looking for a Client Services Manager in Corporate Trust & Agency Services. The role involves managing documentation reviews, handling client communications, and overseeing agency and trustee deals. Candidates should have a banking background with at least 5 years of experience, strong problem-solving skills, and...