Senior Executive/ Assistant Manager , Sales Advisory Process
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What you'll do
- Implement and update sales advisory frameworks to ensure adherence to regulatory requirements, including MAS and LIA guidelines, as well as internal policies.
- Serve as the subject matter expert for enquiries related to sales support and sales advisory process flows.
- Partner with IT and key stakeholders to drive system enhancements, including defining enhancement scope, preparing user stories, developing test plans, and conducting user acceptance testing (UAT).
- Review, implement, and maintain business rule guidelines related to T&C operations on a regular basis.
- Provide operational support for business-as-usual (BAU) activities and assigned projects related to future ways of working.
- Ensure clear, accurate, and timely communication with agents regarding the status and progress of their requests.
- Perform quality checks and audit sampling to ensure compliance with regulatory requirements; manage audit and regulatory enquiries within scope.
- Prepare, review, and present management reports, summaries, and presentation materials.
- Organize and conduct training sessions, briefings, and workshops for the sales force.
What they're looking for
- Bachelor’s degree from a recognized university.
- Minimum 2–5 years of relevant experience in the life insurance industry, preferably within advisor operations or sales support.
- Experience supporting T&C frameworks or regulatory-driven operational processes.
- Exposure to MAS or LIA regulatory requirements within the financial services industry.
- Strong working knowledge of life insurance products, FAA investment products, and sales advisory processes.
- Hands-on involvement in system implementation or enhancement initiatives, including UAT.
- Proficiency in Microsoft Office applications, including MS Excel, MS Word, MS PowerPoint; Power BI experience is preferred.
- Strong analytical and problem-solving abilities with high attention to detail.
- Proven stakeholder management and communication skills.
Nice to have
- Power BI experience is preferred.
Summarised by NextRaise from the employer’s description, which follows in full below.
Full description from employer
This role presents an opportunity to play a critical part in supporting our tied agency distribution channels (MAG – Manulife Advisory Group) and financial advisory firm (MFA – Manulife Financial Advisers). You will contribute to our mission by ensuring Sales Advisory Process operational processes are robust, compliant, and aligned with evolving regulatory and business needs. Through this role, you will gain exposure to cross-functional collaboration, regulatory-driven initiatives, and system enhancements while helping deliver a seamless point-of-sale experience for our agents and advisors.
Key Responsibilities:
Implement and update sales advisory frameworks to ensure adherence to regulatory requirements, including MAS and LIA guidelines, as well as internal policies.
Serve as the subject matter expert for enquiries related to sales support and sales advisory process flows.
Partner with IT and key stakeholders to drive system enhancements, including defining enhancement scope, preparing user stories, developing test plans, and conducting user acceptance testing (UAT).
Review, implement, and maintain business rule guidelines related to T&C operations on a regular basis.
Provide operational support for business-as-usual (BAU) activities and assigned projects related to future ways of working.
Ensure clear, accurate, and timely communication with agents regarding the status and progress of their requests.
Perform quality checks and audit sampling to ensure compliance with regulatory requirements; manage audit and regulatory enquiries within scope.
Prepare, review, and present management reports, summaries, and presentation materials.
Organize and conduct training sessions, briefings, and workshops for the sales force.
Required Qualifications:
Bachelor’s degree from a recognized university.
Minimum 2–5 years of relevant experience in the life insurance industry, preferably within advisor operations or sales support.
Experience supporting T&C frameworks or regulatory-driven operational processes.
Exposure to MAS or LIA regulatory requirements within the financial services industry.
Strong working knowledge of life insurance products, FAA investment products, and sales advisory processes.
Hands-on involvement in system implementation or enhancement initiatives, including UAT. Proficiency in Microsoft Office applications, including MS Excel, MS Word, MS PowerPoint; Power BI experience is preferred.
Strong analytical and problem-solving abilities with high attention to detail.
Proven stakeholder management and communication skills.
When you join our team:
We’ll empower you to learn and grow the career you want.
We’ll recognize and support you in a flexible environment where well-being and inclusion are
more than just words.
As part of our global team, we’ll support you in shaping the future you want to see.
About Manulife and John Hancock
Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. To learn more about us, visit https://www.manulife.com/en/about/our-story.html.
Manulife is an Equal Opportunity Employer
At Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law.
It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact hr@manulife.com.
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