Key Accountability

A. Recruitment support & Agent candidate profile management

• Sourcing & Screening: Proactively source, reach out, and schedule interviews with potential candidates for sales team.
• Profile Management: Receive, verify, and complete candidate documentation (personal information, degrees, and relevant certificates).
• Pending Case Handling: Closely monitor the approval process for new agent codes; coordinate with Underwriting/HR departments to resolve pending cases and ensure timely onboarding.

B. Field activity support

• Joint Field Work: Accompany new agent to client meetings in the field; demonstrate sales approaches, provide direct support in consultation and closing, and transfer practical skills to the team.
• Field Training Activity: Plan, organize, and supervise sales skill training programs; assess actual performance after fieldwork and propose improvement actions.

C. Administration & Data management

• Reporting & Tracking: Collect and update sales data on a daily/weekly/monthly basis; prepare KPI progress reports and recommend solutions to boost sales performance.
• Pending Case Management: Monitor the list of pending contracts/transactions; coordinate with Underwriting, Customer Service, and Accounting to resolve issues and ensure timely issuance.

D. Event Organization & Client Engagement

• Event Management: Plan concepts and prepare materials and logistics for events such as GPB, COP/BOM meetings, recognition ceremonies, kick-off events, and team building activities.
• Client Reception: Arrange schedules and support managers in hosting and engaging with key partners and VIP clients.

Requirements

Education & Experience

• Bachelor’s or Associate degree in Business Administration, Finance, Marketing, Human Resources, or related fields.
• Minimum 1–2 years of experience in a similar role, team supervision, or business/sales support.
• Preferred background in Life Insurance, Finance, Real Estate, or Retail chains.
• Good understanding of JFW & FTA processes and operations.

Professional Skills

• Strong communication, persuasion, and relationship-building skills.
• Effective time management and problem-solving abilities, especially in handling complex pending cases.
• Event organization, logistics management, and program coordination skills.
• Proficient in Microsoft Office (Word, Excel, PowerPoint).

Benefits

• Competitive salary (100% salary during probation)
• Bonus: 13th-month salary and the performance-based bonus of up to 30% of the total annual package
• Full social insurance, personal accidental & health care insurance, group life insurance (death and dismemberment).
• Gifts for newcomers and on special occasions
• Modern facilities in the spacious office
• 15 Annual leaves