Are you passionate about helping people secure their future? Do you thrive in a dynamic, customer-focused environment? As a Bancassurance Consultant (Full Time Employee) , you’ll be the bridge between banking and life insurance—offering tailored solutions that truly make a difference in customers’ lives. Job Description Collaborate with Bank Staff : Work closely with bank staffs to meet sales targets and business goals. Drive Sales to meet sales target : Implement effective sales strategies to sell life insurance products. Engage Customers : Reach out to potential clients, assess their needs and wants, and recommend the most suitable insurance plans. Deliver Exceptional Service : Provide professional and empathetic support to customers—before, during, and after the sale. Manage Records & Reports : Accurately collect client information, prepare daily sales activity reports, and maintain organized records of customers. Educate & Counsel : Explain various life insurance options clearly and confidently to help customers make informed decisions. Follow Up : Stay in touch with interested clients, schedule appointments, and ensure a smooth onboarding experience.
Are you passionate about helping people secure their future? Do you thrive in a dynamic, customer-focused environment? As a Bancassurance Consultant (Full Time Employee) , you’ll be the bridge between banking and life insurance—offering tailored solutions that truly make a difference in customers’ lives. Job Description Collaborate with Bank Staff : Work closely with bank staffs to meet sales targets and business goals. Drive Sales to meet sales target : Implement effective sales strategies to sell life insurance products. Engage Customers : Reach out to potential clients, assess their needs and wants, and recommend the most suitable insurance plans. Deliver Exceptional Service : Provide professional and empathetic support to customers—before, during, and after the sale. Manage Records & Reports : Accurately collect client information, prepare daily sales activity reports, and maintain organized records of customers. Educate & Counsel : Explain various life insurance options clearly and confidently to help customers make informed decisions. Follow Up : Stay in touch with interested clients, schedule appointments, and ensure a smooth onboarding experience. • လစဥ်သတ်မှတ်ထားသည့် Sale Target များကို ပြည့်မှီရန်တာ၀န်ယူ ဆောင်ရွက်ရန် နှင့် အကျိုးတူချမှတ်ထားသည့် ရည်မှန်းချက်များ ပြည့်မှီစေရန် အတွက် ဘဏ်ခွဲရှိဝန်ထမ်းများနှင့် ကောင်းမွန်သော ဆက်ဆံရေးကို ရင်းနှီးစွာ ပူးပေါင်းဆောင်ရွက်နိုင် ရမည်။ • ဘဏ်ခွဲတွင် ဘဏ် customerများအား အသက်အာမခံဝန်ဆောင်မှုပေးရန်အတွက် ကောင်းမွန်သော အသက်အာမခံအကြံပေးခြင်းများ၊ အာမခံပေါ်လစီဝယ်ယူရန် စိတ်ဝင်စားမှုရှိသော customer များအား follow up လိုက်ခြင်း၊ appointment ယူခြင်း၊ customer လိုအပ်ချက်နှင့် ကိုက်ညီသည့် အသက်အာမခံ အမျိုးအစားများအားရှင်းလင်းတင်ပြခြင်း တို့လုပ်ဆောင်နိုင်ရမည်။ • အသက်အာမခံဝယ်ယူရန်စုံစမ်းမှုများအတွက် customer sale & service ကို ကောင်းမွန်ကျွမ်းကျင်စွာ လုပ်ဆောင်နိုင်ရမည်။ • စုံစမ်းမေးမြန်းမှုများ သို့မဟုတ် after sales services အတွက် ဘဏ် customerများအား ကောင်းမွန်၍ စိတ်ကျေနပ်မှုရစေသော အသက်အာမခံရောင်းချမှုနှင့် ဝန်ဆောင်မှုကို ပေးနိုင်ရမည်။ • အသက်အာမခံရောင်းချမှုစာရင်းများ၊ ဘဏ်မှရည်ညွှန်းသော အရောင်းအစီရင်ခံစာများကို နေ့စဉ်မှန်ကန် မြန်ဆန်စွာ ပေးပို့ရမည်။ • တာဝန်ပေးထားသော အခြားလုပ်ငန်းဆိုင်ရာ တာဝန်များ၊ teamwork ဖြင့် လုပ်ဆောင်ရသည့် အလုပ်များအား အချိန်နှင့်တပြေးညီ တက်ကြွစွာ ပူးပေါင်း ဆောင်ရွက်နိုင်ရမည်။ • Management မှ ချမှတ်ထားသော လုပ်ငန်းတာ၀န်များကို သတ်မှတ်ချိန်အတွင်း ပြီးမြောက်အောင် ဆောင်ရွက်နိုင်ရမည်။
The Senior Specialist, Underwriting is responsible for assessing complex medical and financial cases, ensuring decisions align with company risk philosophy and regulatory standards. The role provides technical guidance to junior underwriters, supports AML checks, and contributes to process improvements. It also involves close collaboration with internal stakeholders and participation in cross-functional initiatives to enhance underwriting efficiency and consistency. Position Responsibilites Underwriting & Case Management Oversee all aspects of the underwriting process, ensuring alignment with company philosophy, standards, and risk appetite. Review and underwrite complex medical and financial cases within and beyond approval authority, with escalation to higher authority when required. Provide expert consultation and co-signature support for junior underwriters on complex or unusual cases. Ensure consistent and competitive underwriting decisions without compromising mortality assumptions or company policies. Conduct AML checks and liaise with AML officers for flagged cases. Team Supervision & Development Supervise and mentor Underwriter Trainees and Levels 1–3, providing guidance, feedback, and co-signature support. Deliver technical training to underwriters and distributors on underwriting principles, processes, and product knowledge. Lead monthly case discussions to identify process improvements and share best practices. Operational Excellence Monitor and manage pending cases, ensuring timely reassessment and communication with agents. Respond to walk-in, email, and phone inquiries with professionalism and customer-centricity. Ensure accurate handling of returned checks and policy updates. Stakeholder Engagement Build and maintain effective relationships with internal departments, agents, and external partners. Contribute to company initiatives by providing underwriting expertise and delivering presentations. Participate in seminars, industry events, and regulatory discussions to represent the underwriting function. Project & Process Improvement Act as a subject matter expert in cross-functional projects, contributing to design, implementation, and delivery. Identify workflow and system issues, proposing and implementing solutions to enhance efficiency and accuracy. Ensure appeals and business decisions are appropriately routed and resolved.
Bago Division
09 Sep 2025
This role involves executing and delivering training programs for Manulife’s agency team. You will have to assess training needs, prepare and analyze training reports, maintain training data and keep training content up to date. Responsibilities also include managing training feedback, maintaining records, ensuring compliance with laws and ethics, and supporting audit processes. The ideal candidate should have extensive training experience, particularly in financial services, excellent communication skills, and a strong commitment to integrity. The roles are to be based in Bago and Naypyitaw. Responsibilities Executing and delivering Product Knowledge, Agent License Training and sales training and other required training courses to the Company’s agency force. Conducting regular training needs analysis to monitor and review the relevance of the training content and for improvement of the training programs. Taking responsibility for overall success rate of training programs assigned. Preparing and analyzing training data and maintaining the data properly. Observe current training trends and techniques and provide these inputs to the team. Execute and perform other training related projects and tasks assigned by reporting managers. Responsible for training assessment and feedback and performance rectification in a timely manner to improve the quality of training. Report violations or potential risks identified during work and propose corrections or improvements in a timely manner. Assist the Audit Department to complete the team’s audit-related work and complete the rectification work according to the audit report. Ensure compliance with national laws, corporate ethics codes and regulations of the compliance department. Adhere to the principles of integrity and honesty. Avoid providing false financial notes or information to the company.
This role involves executing and delivering training programs for Manulife’s agency team. You will have to assess training needs, prepare and analyze training reports, maintain training data and keep training content up to date. Responsibilities also include managing training feedback, maintaining records, ensuring compliance with laws and ethics, and supporting audit processes. The ideal candidate should have extensive training experience, particularly in financial services, excellent communication skills, and a strong commitment to integrity. Responsibilities Executing and delivering Product Knowledge, Agent License Training and sales training and other required training courses to the Company’s agency force. Conducting regular training needs analysis to monitor and review the relevance of the training content and for improvement of the training programs. Taking responsibility for overall success rate of training programs assigned. Preparing and analyzing training data and maintaining the data properly. Observe current training trends and techniques and provide these inputs to the team. Execute and perform other training related projects and tasks assigned by reporting managers. Responsible for training assessment and feedback and performance rectification in a timely manner to improve the quality of training. Report violations or potential risks identified during work and propose corrections or improvements in a timely manner. Assist the Audit Department to complete the team’s audit-related work and complete the rectification work according to the audit report. Ensure compliance with national laws, corporate ethics codes and regulations of the compliance department. Adhere to the principles of integrity and honesty. Avoid providing false financial notes or information to the company.
Specialist – Agency Recruitment supports the recruitment and development of agency talent by coordinating onboarding and deboarding processes, organizing recruitment events, managing email accounts, and maintaining accurate data and financial records. This role plays a key part in executing strategic initiatives to attract, retain, and grow agency personnel. This position is to be based in Bago and Naypyitaw. Position Responsibilities: Key Responsibilities: Recruitment and Onboarding: Coordinate the recruitment process, ensuring timely onboarding of new agents, including contract preparation and EPOS activation. Verify candidates’ completion of licensing exams and contractual requirements before onboarding. Handle end to end onboarding/offboarding and payment process for Financial Advisors (ACE). Deboarding: Manage the deboarding process by ensuring accurate termination of contracts and disabling EPOS access for departing agents. Archive relevant data and manage the deletion of email accounts according to company policy. Innovation & Local Activation Build partnerships with local influencers, business owners, and community leaders. Share success stories and best practices across Yangon. Events and Campaigns: Plan and execute recruitment-focused events, such as Recruitment Days, Job Fairs, and Networking COPs, to attract and engage potential candidates. Develop promotional materials and messaging for recruitment campaigns to enhance brand presence. Track and report on event and campaign outcomes to evaluate effectiveness and recommend improvements. New Program Initiative: Implement and oversee a new development program aimed at enhancing agent skills and career progression. Coordinate training sessions, workshops, and seminars to support program objectives. Track participant progress and gather feedback to refine program strategies. Budgeting and Financial Management: Develop and maintain detailed budget records, tracking expenses and project codes. Collaborate with the finance team to ensure accurate financial reporting and adherence to budget plans. Data Analysis and Reporting: Collect and analyze recruitment data to support strategic planning and performance tracking. Prepare comprehensive reports on hiring trends, candidate pipelines, and recruitment effectiveness. Email Account Management: Order and provision email licenses, ensuring timely renewals and monitoring usage. Handle email account opening, inquiries and maintain accurate records for auditing and reporting.
Are you passionate about helping people secure their future? Do you thrive in a dynamic, customer-focused environment? As a Bancassurance Consultant (Full Time Employee) , you’ll be the bridge between banking and life insurance—offering tailored solutions that truly make a difference in customers’ lives. Job Description Collaborate with Bank Staff : Work closely with bank staffs to meet sales targets and business goals. Drive Sales to meet sales target : Implement effective sales strategies to sell life insurance products. Engage Customers : Reach out to potential clients, assess their needs and wants, and recommend the most suitable insurance plans. Deliver Exceptional Service : Provide professional and empathetic support to customers—before, during, and after the sale. Manage Records & Reports : Accurately collect client information, prepare daily sales activity reports, and maintain organized records of customers. Educate & Counsel : Explain various life insurance options clearly and confidently to help customers make informed decisions. Follow Up : Stay in touch with interested clients, schedule appointments, and ensure a smooth onboarding experience.
Ayeyawady Division
09 Sep 2025
The Senior Executive – Agency Recruitment supports the recruitment and development of agency talent by coordinating onboarding and deboarding processes, organizing recruitment events, managing email accounts, and maintaining accurate data and financial records. This role plays a key part in executing strategic initiatives to attract, retain, and grow agency personnel. Position Responsibilities: Key Responsibilities: Recruitment and Onboarding: Coordinate the recruitment process, ensuring timely onboarding of new agents, including contract preparation and EPOS activation. Verify candidates’ completion of licensing exams and contractual requirements before onboarding. Deboarding: Manage the deboarding process by ensuring accurate termination of contracts and disabling EPOS access for departing agents. Archive relevant data and manage the deletion of email accounts according to company policy. Events and Campaigns: Plan and execute recruitment-focused events, such as Recruitment Days, Job Fairs, and Networking COPs, to attract and engage potential candidates. Develop promotional materials and messaging for recruitment campaigns to enhance brand presence. Track and report on event and campaign outcomes to evaluate effectiveness and recommend improvements. New Program Initiative: Implement and oversee a new development program aimed at enhancing agent skills and career progression. Coordinate training sessions, workshops, and seminars to support program objectives. Track participant progress and gather feedback to refine program strategies. Budgeting and Financial Management: Develop and maintain detailed budget records, tracking expenses and project codes. Collaborate with the finance team to ensure accurate financial reporting and adherence to budget plans. Data Analysis and Reporting: Collect and analyze recruitment data to support strategic planning and performance tracking. Prepare comprehensive reports on hiring trends, candidate pipelines, and recruitment effectiveness. Email Account Management: Order and provision email licenses, ensuring timely renewals and monitoring usage. Handle email account opening, inquiries and maintain accurate records for auditing and reporting.
Job Summary The duties of a Bancassurance Consultant include designing marketing and sales strategies, contacting potential clients, assessing customer needs, selling appropriate insurance plans, collecting client information, preparing reports, and maintaining records. Perform customer service well and professionally for life insurance purchase inquiries. Develops and maintains an in-depth understanding of business areas, its products, and supporting functions. Customer Service: Establish, develop, and maintain strong customer relationships by providing a consistent quality level of service that is timely, thorough, and responsive to the needs of the customer after sales services. This includes face-to-face interactions, telephone communications, written correspondence, and electronic communication. Work closely with branch staff to achieve sales targets and business objectives. Report and submit Life insurance sales accounts; Sales reports referred by the bank daily accurately and promptly. Collaborate actively on tasks done with teamwork in a timely manner; other business duties as assigned. Counseling to provide life insurance services to bank customers at the branch; Follow up with customers who are interested in purchasing an insurance policy; making an appointment; Must be able to explain the various type of life insurance that meet customer needs. Myanmar Version: လစဥ်သတ်မှတ်ထားသည့် Sale Target များကို ပြည့်မှီရန်တာ၀န်ယူ ဆောင်ရွက်ရန် နှင့် အကျိုးတူချမှတ်ထားသည့် ရည်မှန်းချက်များ ပြည့်မှီစေရန် အတွက် ဘဏ်ခွဲရှိဝန်ထမ်းများနှင့် ကောင်းမွန်သော ဆက်ဆံရေးကို ရင်းနှီးစွာ ပူးပေါင်းဆောင်ရွက်နိုင် ရမည်။ ဘဏ်ခွဲတွင် ဘဏ် customerများအား အသက်အာမခံဝန်ဆောင်မှုပေးရန်အတွက် ကောင်းမွန်သော အသက်အာမခံအကြံပေးခြင်းများ၊ အာမခံပေါ်လစီဝယ်ယူရန် စိတ်ဝင်စားမှုရှိသော customer များအား follow up လိုက်ခြင်း၊ appointment ယူခြင်း၊ customer လိုအပ်ချက်နှင့် ကိုက်ညီသည့် အသက်အာမခံ အမျိုးအစားများအားရှင်းလင်းတင်ပြခြင်း တို့လုပ်ဆောင်နိုင်ရမည်။ အသက်အာမခံဝယ်ယူရန်စုံစမ်းမှုများအတွက် customer sale & service ကို ကောင်းမွန်ကျွမ်းကျင်စွာ လုပ်ဆောင်နိုင်ရမည်။ စုံစမ်းမေးမြန်းမှုများ သို့မဟုတ် after sales services အတွက် ဘဏ် customerများအား ကောင်းမွန်၍ စိတ်ကျေနပ်မှုရစေသော အသက်အာမခံရောင်းချမှုနှင့် ဝန်ဆောင်မှုကို ပေးနိုင်ရမည်။ အသက်အာမခံရောင်းချမှုစာရင်းများ၊ ဘဏ်မှရည်ညွှန်းသော အရောင်းအစီရင်ခံစာများကို နေ့စဉ်မှန်ကန် မြန်ဆန်စွာ ပေးပို့ရမည်။ တာဝန်ပေးထားသော အခြားလုပ်ငန်းဆိုင်ရာ တာဝန်များ၊ teamwork ဖြင့် လုပ်ဆောင်ရသည့် အလုပ်များအား အချိန်နှင့်တပြေးညီ တက်ကြွစွာ ပူးပေါင်း ဆောင်ရွက်နိုင်ရမည်။ Management မှ ချမှတ်ထားသော လုပ်ငန်းတာ၀န်များကို သတ်မှတ်ချိန်အတွင်း ပြီးမြောက်အောင် ဆောင်ရွက်နိုင်ရမည်။