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Assistant Officer, Sales Personnel

Company

Sun Life

Location

Hong Kong, Kowloon

Type

Full-time

Job Description

  • Support the onboarding of agents by handling licensing, contracting and due diligence procedure and documentation, and preparing agency agreements and financing-related documents.

  • Assist in handling the new agents’ onboarding process in accordance with the protocol and relevant guidelines, including documents and due diligence checking, file preparation, system updates, and contract signing arrangements.

  • Support HKIA, Investment link registration processes, including new applications, renewals, and annual CPD administration, in compliance with regulatory requirements.

  • Assist in identifying areas for improvement to enhance team efficiency.

  • Provide administrative and operational support for ad hoc tasks and projects assigned by the supervisor.

  • Job Requirements

  • Higher Diploma / University degree in Business Administration or a related discipline.

  • 1–3 years ...

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