Assistant Manager, Channel Operations and Governance

2 months ago


Hong Kong, Central and Western District, Hong Kong SAR China Sun Life Full time

**Job Summary**

As a key member of the Sun Life team, the Assistant Manager, Channel Operations and Distribution Governance will play a critical role in ensuring the effective management of our distribution channels. This position will be responsible for reviewing and evaluating the governance framework of our brokerage channels to ensure compliance with regulatory requirements and internal policies.

**Key Responsibilities**

  • Develop and maintain workflow manuals and procedures to streamline sales processes and enhance operational efficiency.
  • Conduct risk assessments to identify potential risks in the sales team's activities, including regulatory compliance, data security, and operational processes.
  • Develop risk mitigation strategies and implement controls to minimize identified risks.
  • Generate reports and analyze data to provide insights and recommendations to senior management for strategic decision-making and risk management.
  • Perform broker administrative tasks, including managing contracts, documentation, and resolving any issues or inquiries.
  • Conduct regular audits and assessments to identify areas for improvement in sales processes, sales techniques, and customer interactions.
  • Implement sales quality tracking mechanisms to monitor the performance and adherence of the sales team to quality standards.
  • Collaborate with cross-functional teams to implement process improvements and drive initiatives to enhance sales team performance.
  • Develop and deliver training programs to enhance the sales team's knowledge and skills in maintaining sales quality and risk management.
  • Stay up to date with industry trends, market conditions, and regulatory changes affecting the business.

**Requirements**

  • Bachelor's degree in Business Administration, Risk Management, or any related field.
  • 5 - 6 years' experience in sales support, operations, risk assessment, or a similar role within the insurance industry.
  • Excellent understanding of risk assessment methodologies and the ability to identify and mitigate potential risks.
  • Strong knowledge of distribution channel governance and regulatory requirements.
  • Experience in implementing and managing sales quality tracking systems.
  • Proactive, attentive to details with excellent organizational and time management skills, with the ability to prioritize tasks effectively.
  • Excellent communication and interpersonal skills to collaborate effectively with internal and external stakeholders.
  • Proficient in generating reports and analyzing data using relevant software.

**What We Offer**

Sun Life offers a competitive salary, MPF, group life and group medical insurance, and excellent career development opportunities to the right candidate.

We are an equal opportunity employer and welcome applications from all qualified candidates. Application forms and resumes will be kept for a period of 24 months after completion of the recruitment process.



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