Manulife
Financial Services
SeniorExecutive,SalesAdvisoryProcess
Neural analysis suggests this role is
optimal for Senior candidates.
“Senior Executive, Sales Advisory Process at Manulife. Skills: Sales advisory process, T&C operations, Regulatory compliance. Implement sales advisory frameworks. Update sales advisory frameworks”
What You'll Achieve.
Deliver seamless point-of-sale experience
Industry & Context.
Analytical; Problem-solving
What They're Looking For.
Must Have
Bachelor's degree, 2-5 years relevant experience, Experience supporting T&C frameworks, Experience with MAS or LIA, Working knowledge of life insurance products, Hands-on system implementation, Proficiency in Microsoft Office, Analytical and problem-solving abilities, Stakeholder management skills, Communication skills
Nice to Have
MS Power BI experience, High attention to detail
What You'll Do.
Implement sales advisory frameworks
Update sales advisory frameworks
Serve as subject matter expert
Drive system enhancements
Define enhancement scope
Conduct user acceptance testing
Review business rule guidelines
Implement business rule guidelines
Maintain business rule guidelines
Provide operational support
Ensure clear communication
Ensure accurate communication
Ensure timely communication
Perform quality checks
Perform audit sampling
Manage audit enquiries
Manage regulatory enquiries
Prepare management reports
Review management reports
Present management reports
Organize training sessions
Conduct training sessions
How You'll Work.
Team & Collaboration
Cross-functional collaboration; Partner with IT; Key stakeholders
Communication Scope
Stakeholder management; Management reports; Presentation materials
Process & Methodology
System implementation, System enhancement
Full Job Description
This role presents an opportunity to play a critical part in supporting our tied agency distribution channels and financial advisory firm. You will contribute to our mission by ensuring Training & Competency (T&C) 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. **Position 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.
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