Distribution Quality Assurance Manager

Distribution Quality Assurance Manager

Địa Điểm Làm Việc: Hồ Chí Minh
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Company's Policy

Mô Tả Công Việc

1. Monitoring and review: Track and analyse sales & field management risk indicators that are covered by market conduct standards (MCS), risk indicator monitoring (RIM), annual risk plan, internal audit or compliance issues; and identifies the “red flags” that require follow-up and intervention. Provide summary reports as required by agency sales department, regional and local compliance. Develop and maintain appropriate database for documentation of quality assurance and monitoring initiatives.
2. Communication and reporting: Prepare the appropriate communication materials to be sent to the affected advisors. Maintain a follow-up reporting system for agency feedback and case resolutions. Respond appropriately to agency feedback and escalates cases as deemed necessary.
3. Risk mitigation: Identify gaps in the sales and/or field management process based on “red flag” findings, agency feedback, and established guidelines or process. Recommend corrective actions to the team, and coordinates with other business units for the implementation.
4. Process improvement: Collaborate with other business units for enhancements in the system-generated reports with the end in view of improving the accuracy or adjusting the scope of the report, to make it relevant to the changing business requirements. Regularly review the quality monitoring process against changes in company policies and/or external regulations.
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Yêu Cầu Công Việc

• Knowledge of agency fundamentals – sales process, sales & management training, recruitment & selection, performance management
• Knowledge of life insurance operations, products and services
• Knowledge and skills in product positioning and sales communication; design & delivery of training programs
• Basic knowledge of financial products and personal financial planning
• Basic knowledge and skills in project management
• Professional knowledge: LOMA courses
• Work through an inter-department team (i.e. project team) to achieve the business requirements of Distribution Department, while balancing the interests of other stakeholders (i.e. outside Distribution Department) and resource requirements.
• Execute changes in process, principles or standards in a manner that provides buy-in and transition to the new state; address obstacles to adaptation; review lessons learned
• College graduate of any business-related courses
• At least 5 years of experience in sales organizations from life insurance, pre-need, real estate, direct marketing; at least 2 years was in life insurance.

Địa Điểm Làm Việc

Ho Chi Minh City

About Sun Life Vietnam

Sun Life Vietnam (Sun Life) is a life insurance company with 100% capital from Sun Life Financial – A leading international financial service organization with 155 years of experience from Canada. Sun Life is an established industry pioneer and market leader in pensions for both individual and corporate clients in Vietnam.

At Sun Life, we are driving innovation. Our success depends on looking ahead – remaining at the forefront of product development, embracing technology and responding to new realities.

Working at Sun Life, you’ll be challenged and inspired to be your best, every day. Surrounded by people who recognize your potential and encourage you to flourish, you’ll be rewarded for your contributions as an individual and a group.

At Sun Life, we hire the best and brightest. Are you ready to shine?

Xem toàn bộ thông tin công ty
29th Floor, Vietcombank Tower, 5 Melinh Square, Ben Nghe Ward, District 1, HCMC
100-499 nhân viên
Talent Acquisition Team
Chương trình THẠC SĨ QUẢN TRỊ & THƯƠNG MẠI - Chuyên ngành THƯƠNG MẠI QUỐC TẾ | ĐẠI HỌC THĂNG LONG | ĐẠI HỌC CÔTE D’AZUR (PHÁP)

Chương trình THẠC SĨ QUẢN TRỊ & THƯƠNG MẠI - Chuyên ngành THƯƠNG MẠI QUỐC TẾ | ĐẠI HỌC THĂNG LONG | ĐẠI HỌC CÔTE D’AZUR (PHÁP)

Bằng Thạc sỹ chính quy quốc tế từ Pháp, được bộ GD-ĐT VN công nhận

Mang tính ứng dụng cao và phát triển kỹ năng quản lý

Gia nhập cộng đồng Alumni (Doanh nhân, Chủ doanh nghiệp nhiều lĩnh vực)