Team Lead, Personal Financial Specialist

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Team Lead, Personal Financial SpecialistOffice Management (Administration & Office Support)
Full time
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About the roleWe are seeking an experienced Team Lead, Personal Financial Specialist to join our dynamic team at Hong Leong Assurance Berhad which is part of the Agency Distribution. In this role, you will play a pivotal role in leading and developing our Personal Financial Specialist team, ensuring excellent service delivery and client satisfaction.
What you'll be doing
Sourcing and recruiting qualified Personal Financial Specialist (PFS)
Training and coaching PFS to achieve sales target set by company
Develop an effective Structure Day for PFS and monitor team performance
Providing support to PFS in underwriting process when necessary
Continuously staying abreast of HLA products knowledge and be aware of competitors' products from the industry
Ensuring all sales activities of PFS are complied with regulatory & company requirements and maintaining accurate records of clients interaction, transaction and policy details.
Keeping up-to-date with industry trends, changes in insurance regulation and advancement in technologies & products through ongoing training & development
To carry out any other duties and responsibilities as and when directed by management.
What we're looking for
Minimum 3 years of experience in a similar team lead or supervisory role within the financial services industry, Agency Distribution.
Strong understanding of Life Insurance Products and Financial Products.
Excellent leadership and people management skills, with the ability to motivate, inspire and develop a high-performing team
Proven track record of achieving and exceeding sales and performance targets
Excellent communication and interpersonal skills, with the ability to build strong relationships with both internal and external stakeholders
Proficiency in data analysis and reporting, with the ability to use performance metrics to drive continuous improvement
Bachelor's degree in Finance, Business or a related field
If you're excited about this opportunity and feel you have the right skills and experience to contribute to our team, we encourage you to apply now.
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Your application will include the following questions: Which of the following statements best describes your right to work in Malaysia? What's your expected monthly basic salary? Which of the following types of qualifications do you have? How many years' experience do you have as a Finance Specialist? Which of the following languages are you fluent in?
Hong Leong Assurance Berhad (HLA) is one of the largest insurance companies in Malaysia. It is a well-established and respected Malaysian brand offering financial planning and protection solutions to meet the various needs of Malaysians at different cycles of their lives. Commitment to the customer is the key to HLA's success, where service is provided through a large network of branches, agents and brokers throughout the country as well as bancassurance and alternative distribution channels.
HLA began as a General Insurance business under the name of Malaysia Pacific Insurance Berhad in 1972. The Life Insurance business was added into its portfolio a year later. In December 1982, Hong Leong Assurance Sdn Bhd, a composite insurance company was formed eventually acquiring the entire General and Life business of Malaysia Pacific Insurance. Today, HLA is a subsidiary of HLA Holdings Sdn Bhd (HLAH), which is wholly-owned by Hong Leong Financial Group Berhad (HLFG), the financial services arm of Hong Leong Group Malaysia.
Pursuant to a strategic partnership, in October 2010, HLA merged its General Insurance business with MSIG Insurance (Malaysia) Bhd (MSIM). Concurrently, HLAH took a 30 percent equity interest in MSIM and Mitsui Sumitomo Insurance Company Limited (MSI) took a 30 percent equity interest in HLA. Moving forward, the General Insurance business would be provided by MSIM, while the life insurance business would continue to be provided by HLA.
With the strategic partnership, HLA is poised to reach new horizons for its Life Insurance business. HLA is today one of Malaysia's leading domestic brands for financial planning and protection solutions, specializing in Life Insurance products and services.
HONG LEONG FINANCIAL GROUP
Hong Leong Financial Group is a leading provider of financial services through the subsidiaries and associate companies of Hong Leong Financial Group Berhad.
The Group's Financial Services companies provide a broad spectrum of financial services - banking, treasury, insurance, fund management, investment banking, capital markets and stock-broking throughout Malaysia, Singapore, China, Hong Kong and Vietnam. Based in Kuala Lumpur, our products and services are distributed via a diverse range of distribution channels.
Our vision is to be an integrated services group that consistently meet our customers' financial and investment needs. Our goal is to become a leader in the financial services industry, a leader in each of the market that we operate in.
HONG LEONG GROUP MALAYSIA
Hong Leong Group is a leading conglomerate based in Malaysia with diversified businesses in manufacturing and distribution, financial services, property development & investment, and hospitality & leisure. The Group today controls 13 listed companies in various stock exchanges with over 500 operating subsidiaries and associate companies around the world. Now forty years in operation, the Hong Leong Group has successfully entrenched its brands deeply in the communities where it has a presence - in its home base Malaysia to the rest of Asia, in Western Europe and the UK, in North America and in Oceania.
HONG LEONG ASSURANCE BERHAD
Hong Leong Assurance Berhad (HLA) is one of the largest insurance companies in Malaysia. It is a well-established and respected Malaysian brand offering financial planning and protection solutions to meet the various needs of Malaysians at different cycles of their lives. Commitment to the customer is the key to HLA's success, where service is provided through a large network of branches, agents and brokers throughout the country as well as bancassurance and alternative distribution channels.
HLA began as a General Insurance business under the name of Malaysia Pacific Insurance Berhad in 1972. The Life Insurance business was added into its portfolio a year later. In December 1982, Hong Leong Assurance Sdn Bhd, a composite insurance company was formed eventually acquiring the entire General and Life business of Malaysia Pacific Insurance. Today, HLA is a subsidiary of HLA Holdings Sdn Bhd (HLAH), which is wholly-owned by Hong Leong Financial Group Berhad (HLFG), the financial services arm of Hong Leong Group Malaysia.
Pursuant to a strategic partnership, in October 2010, HLA merged its General Insurance business with MSIG Insurance (Malaysia) Bhd (MSIM). Concurrently, HLAH took a 30 percent equity interest in MSIM and Mitsui Sumitomo Insurance Company Limited (MSI) took a 30 percent equity interest in HLA. Moving forward, the General Insurance business would be provided by MSIM, while the life insurance business would continue to be provided by HLA.
With the strategic partnership, HLA is poised to reach new horizons for its Life Insurance business. HLA is today one of Malaysia's leading domestic brands for financial planning and protection solutions, specializing in Life Insurance products and services.
HONG LEONG FINANCIAL GROUP
Hong Leong Financial Group is a leading provider of financial services through the subsidiaries and associate companies of Hong Leong Financial Group Berhad.
The Group's Financial Services companies provide a broad spectrum of financial services - banking, treasury, insurance, fund management, investment banking, capital markets and stock-broking throughout Malaysia, Singapore, China, Hong Kong and Vietnam. Based in Kuala Lumpur, our products and services are distributed via a diverse range of distribution channels.
Our vision is to be an integrated services group that consistently meet our customers' financial and investment needs. Our goal is to become a leader in the financial services industry, a leader in each of the market that we operate in.
HONG LEONG GROUP MALAYSIA
Hong Leong Group is a leading conglomerate based in Malaysia with diversified businesses in manufacturing and distribution, financial services, property development & investment, and hospitality & leisure. The Group today controls 13 listed companies in various stock exchanges with over 500 operating subsidiaries and associate companies around the world. Now forty years in operation, the Hong Leong Group has successfully entrenched its brands deeply in the communities where it has a presence - in its home base Malaysia to the rest of Asia, in Western Europe and the UK, in North America and in Oceania.
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