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Assistant Manager, Quality Sales Review

2 - 3 years
Posted: 2019-01-11

VP/GM - Engg/Production
Posted On
11th Jan 2019
Job Ref code
Job Description
Job Description :

To review, raise and ensure the competency standards of the agency force in providing quality financial advice to the customers by ensuring the requirements of the FAA Notices and FHR standards are met.
Key Responsibilities
  • Review the quality of advice and appropriateness of recommendations provided to customers through regular monthly audit sampling of FHRs of every agent.
  • Conduct regular monthly survey of customers to determine the quality and appropriateness of representations and sales advice to them
  • To input the result outcome of the FHR audits and survey into BSC of every agent
  • Assist in designing, improving and developing of FHR audit and survey plans
  • Liaise with the location Agency Management team and Premier Academy to ensure that the requirements of the FHR standards are effectively communicated and implemented

Key Requirements
  • Diploma/Degree
  • 2 to 3 years of sales advisory experience in the financial industry
  • Capital Markets and Financial Advisory Examinations Module 5
  • Capital Markets and Financial Advisory Examinations Module 9
  • Health Insurance Module
  • Sound knowledge of relevant FAA regulations and guidelines, basic knowledge of life insurance industry, presentation skills, analytical skills and good communication and interpersonal skills

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