Job Duties:
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- Operate the licensing process for individual agent including new registration, renewal, cancellation, CPD for all regulators (HKIA & MPFA)
- Validate recruitment package offers and check application completeness
- Review assessment form & income calculations for organic recruits prepared by teammate
- Support in visa application for new recruits and visa renewal of existing agents
- Handle recruitment related enquiries from agency and explaining contractual documents to agents/agency leaders
- Co-ordinate with counterparties (Distribution, Finance and Agency) to ensure accurate system record keeping and bonus payment arrangement
- Assist in preparing bilingual contractual documents
- Review and update bilingual agency manuals & guideline
- Assist in preparing presentation materials for supervisor
- Train the recruitment managers to use the e-application
- Assist supervisors to streamline workflows/process by providing recommendations to improve job efficiency and accuracy
- Perform tasks assigned by supervisors
Requirements:
- Degree or above in any field
- Minimum 5 years of working experience in financial institution with relevant experience in agency registration/ contracting/ recruitment function/ agency administration, and administrative support to distribution channels is preferred.
- Proficiency in English and Cantonese, Mandarin
- Proficient with Microsoft Office
- Good communication and presentation skills