Business Development Assistant - Affiliated Agents at Orient Asset Managers

JOB PURPOSE:

• The position is responsible for driving sales through affiliated agents by recruiting, training, managing, and supporting them to effectively distribute Orient Asset Managers’ investment products.

KEY TASKS, DUTIES AND RESPONSIBILITIES

• Recruit, onboard, and manage affiliated sales agents.
• Train agents on investment products, sales processes, and compliance requirements.
• Set sales targets for agents and monitor performance regularly.
• Provide continuous coaching and motivation to agents to improve productivity.
• Support agents during client acquisition and onboarding.
• Ensure agents adhere to company policies, regulatory standards, and ethical selling practices.
• Resolve agent and client issues promptly and professionally.
• Maintain accurate records of agent performance and commissions.
• Submit weekly sales and activity reports.
• Assist in refining agent distribution strategies.

REQUIREMENTS

• Bachelor’s Degree in Business, Marketing, Finance, or a related field.
• Minimum 1 year experience in insurance sales, life products, or agency-based distribution.

KEY COMPETENCIES

• Leadership and people management skills.
• Strong communication and persuasion skills.
• Results-driven mindset.