Senior Officer, Sales Personnel
Sun Life FinancialTsim Sha Tsui, KowloonUpdate time: April 16,2019
Job Description

At Sun Life, we work together, share common values and encourage growth and achievement. We offer many career paths that attract a wide variety of talent and skills. Follow a path that lets your talents shine.

Job Description:

  • Manage the debt collection process for ex-agents according to the internal guideline, this includes issue demand letter, negotiation on repayment terms, generate various debt report for management, prepare receipt on repayment, etc.
  • Coordinate with internal/external legal and debt collection agencies in related to debt cases. Travel to court to attend bankruptcy hearing against debtors / Law firm to sign the Affirmation in relation to Legal action against debtors.
  • Handle new agent contracting process including assess file, prepare contract, system update & contract signing.
  • Proceed HKFI & MPFA registration for agent including new registration, cancellation, renewal, annual CPD reporting and preparation of addendum
  • Provide administration support to teammate on agency movement and agency benefits.
  • To provide administration support to agency personnel e.g. update agent personal information, name card ordering, creation/suspension of Agency Portal.

Job Requirements

  • Post secondary
  • 3 to 5 years experience in insurance or banking industries
  • Candidates with less experiences may consider for Officer role

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:

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