Prudential Corporation Asia Ltd is seeking a Sales Surveillance Officer in Kuala Lumpur to oversee compliance with the Balanced Scorecard framework, manage policy replacement appeals, and engage with the agency force. The ideal candidate should have 3-5 years of experience in compliance within a financial institution, alongside a foundational knowledge of the insurance industry and relevant regulations
Job Summary
Prudential's purpose is to be partners for every life and protectors for every future, creating a culture where diversity is celebrated and inclusion is assured.
The role involves administering the MAS Balanced Scorecard (BSC) framework, conducting checks, and delivering pre and post-transaction sales quality.
Support Team Lead in conducting training to the Agency Force to increase awareness and knowledge on BSC and MSE, and handle agency force queries.
Matching Summary
Match Score: 85
Prudential Corporation Asia Ltd is seeking a Sales Surveillance Officer in Kuala Lumpur to oversee compliance with the Balanced Scorecard framework, manage policy replacement appeals, and engage with the agency force. The ideal candidate should have 3-5 years of experience in compliance within a financial institution, alongside a foundational knowledge of the insurance industry and relevant regulations.
Skills & Requirements
Must-have
Balanced Scorecard (BSC) framework administration
Replacement of Policy (ROP) appeal assessment
Mystery Shop exercise review
Customer call-back review
Sales quality monitoring
Nice-to-have
Self-motivated and driven
Analytical and attentive to details
Collaborate with stakeholders
Improve business quality
Key Requirements
3-5 years of experience in compliance
Basic understanding of insurance industry
Basic knowledge of regulations (Insurance Act, FAA, MAS, CPF, LIA)