Report to General Manager

Responsibilities:

• Introducing the current determination of information requirements of the Business Unit and making sure that the management is provided with control data information
• Consultancy and support for the management team in all business matters, esp. with regard to result and liquidity improvements as well as risk reduction through the Controlling department
• Ensure proper management of company's financial, accounting and tax reporting complying to internal and external laws and regulations
• Introducing (conception, implementation, automation) the correct and punctual development of reporting to Corporate Controlling including monthly reporting and post calculation, budgets and forecasts, cost and discrepancy analysis
• Introducing the correct development of the IFRS quarterly and annual financial statement for Corporate FI including working capital report
• Developing measures to achieve part of the budget and to improve the result in comparison to previous years as well as to reduce risks
• Continuously improving the data quality und its provision processes for the SAP Business Warehouse together with the departments involved
• Development of profitability analysis (worst, normal and best case) incl. for investment projects, make-or-buy-decisions, different organizational possibilities

Requirement:

• Minimum of a bachelors degree, ideally with an advanced accounting, finance or related degree
• At least 8 years of accounting and financial management experience, refers experience in manufacturing
• Knowledge about business processes, particularly production
• Knowledge about SAP, ERP-system, particularly Finance/Controlling and business administration
• Mastering of the current Controlling processes and instruments
• Knowledge of cost and performance calculation
• Mastering of the management reporting, OLAP reports
• IFRS-& Tax Knowledge
• Good leadership, management skills
• Strong communication and negotiation skill
• Good command of English

Report to: Chief Agency Officer

Responsibilities:

• Agency Training
• Develops the overall sales training strategy
• Manages sales training team in developing and implementing product and sales technique training programs
• Develops and implements sales management training programs.
• Designs and implements organization development programs for branch offices and sales units to boost morale, solve human relations/work-related conflicts and problems among field associates
• Develops, designs, implements and evaluates training and education programs for existing or new distribution channels for the life insurance and pre-need products
• Prepares and manages annual sales training budget
• Agent Recruitment
• Set up and standardizes agents’ recruitment and contracting guidelines and procedures; includes set-up of internal controls and requirements; ensures consistent compliance of sales management, field force and licensing staff
• Ensures Company compliance to regulatory requirements for agency licensing
• Manage agents’ recruitment team

Requirement:

• 7 year experience at management level on developing, training and educating sales management and field force, direct sales and management involving financial products

Report to CAO

Responsibilities:

• Coordinates & aligns with Corporate, Regional Compliance and Business Units on the Enterprise Market Conduct Policy and Risk Control matrix
• Generates and assesses market conduct trends via the Risk Indicator Monitoring (RIM) tool on consistent basis
• Reviews and tracks potential risk trends by Business Unit, derives appropriate recommendations and actions
• Leads Business Unit’s FMU to mitigate the risks and advises senior management of any potential risk trend and preventive measures
• Conducts periodic sales practices health check and market conduct training to ensure appropriate sales behaviors

Requirements:

• 7 years of experience in agency sales management and supports
• Insurance based qualification such as FLMI, CFP is an added advantage
• Understanding of sales compliance and experiences within its framework is preferable

Report to: DCEO

Responsibilities:

• Oversee the daily operations of Agency Support
• Implement sales initiatives & contest for agency force, monitor results and fulfil contest incentives
• Plan and execute core agency recognition programs, annual agency awards, conventions and kick-offs
• Develop and print core recognition collaterals
• Assist in customer facing collaterals and develop agent facing collaterals
• Prepare various agency management reports for agency management and Executives
• Ensure systems and procedures are catered to existing company standards and requirements for Agent Contracts, Termination, Agency Compensation, Clubs and Awards
• Function as a communication hub for all depts
• Manage the documentation of compensation and work closely with Distribution Compensation Team
• Responsible for agency force complaints management
• To represent Agency in the Annual Business Planning meeting and as a main contact point with other relevant depts
• Maintain and manage the P&L account of Agency and prepare management report for DCEO on a monthly basis
• Monitor process of agency related project as endorsed by DECO
• Sit on Product Development / Implementation and Corporate Marketing Committee and prioritize agency distribution product / marketing projects requests and needs

Requirement:

• 10 years of experience in agency sales
• FLMI is an added advantage