To ensure smooth onboarding process and agency movement process for AIA sales channels, conducting and reviewing agent’s fit and proper assessment.
Be up-to-date and well-versed with regulations pertaining to Agent onboarding, fit and proper requirements.
Support the team in day-to-day tasks (provision of data/reports).
Responsibilities - Manage the end-to-end onboarding process for new agents, including due diligence, reference checks, and successful integration.
- Maintain up-to-date knowledge and compliance with regulations, onboarding requirements, and Fit and Proper guidelines.
- Lead and facilitate onboarding sessions, ensuring timely progress and follow-up on applications in the pipeline.
- Ensure prompt follow-up and resolution for pending applications.
- Oversee timely creation of agency and agent codes and accurate filing of onboarding documentation.
- Consolidate and report agent statistics (e.g.,...