Assistant Officer, Sales Personnel

Reposted 5 Hours Ago
Be an Early Applicant
Hung Hom, Kowloon City, HKG
In-Office
Junior
Fintech • Payments • Financial Services
The Role
Assist in onboarding agents, manage documentation and compliance processes, and support administrative tasks while ensuring team efficiency and regulatory adherence.
Summary Generated by Built In

You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world.

Job Description:

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 of relevant experience in the insurance industry or administrative support role.

  • Exposure to agency recruitment, licensing, or onboarding operations is an advantage.

  • Proficiency in written English and Chinese.

  • Strong attention to detail and accuracy in handling documents and administrative processes.

  • Good analytical and problem-solving skills.

  • A good team player with effective communication and interpersonal skills.

We offer 5-day work, attractive salary, MPF, group life and group medical insurance; and excellent career development opportunities to the right candidate.

 

We are an equal opportunity employer and welcome applications from all qualified candidates. Application forms and resume will be kept for a period of 24 months after completion of the recruitment process. (All information will be held in strict confidence and only be used for recruitment purpose).

Job Category:

Channel Management

Posting End Date:

30/07/2026

Skills Required

  • Higher Diploma / University degree in Business Administration or a related discipline
  • 1-3 years of relevant experience in the insurance industry or administrative support role
  • Proficiency in written English and Chinese
  • Strong attention to detail and accuracy in handling documents
  • Good analytical and problem-solving skills
  • Effective communication and interpersonal skills
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The Company
Toronto, Ontario
499 Employees

What We Do

A UK company, Sun Life Financial of Canada is focused on building excellent customer service by offering the highest levels of customer care. We have been serving customers in the UK for over 100 years

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