Operations Analyst, Tied Distribution

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About the Role

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).

Onboarding and Agency Movement

• Ensuring smooth onboarding process of new agents from Due Diligence, reference check, to eventual onboarding of new agents.
• Be up-to-date and well versed on the regulations and papers pertaining to onboarding of representatives and fit and proper guidelines.
• Drive and lead onboarding sessions to track and push for applications in pipeline...