Analyst, Agency Compensation

The Opportunity

This position is responsible for managing payments to the Agency and Partnership channels, including commissions, bonuses, financing schemes, and incentives. The role ensures timely and accurate compensation processing for Tied Agency, ALC Agency, and Partnership Channel. It also involves conducting moderately complex managerial analysis and reporting, as well as maintaining and updating records in the PICS system and other platforms to support business growth.

Position Responsibilities

• Action commission related inquiries from internal departments including the Contact Center and Distribution by promptly and accurately responding
• Research and resolve commission inquiries by applying knowledge to resolve complex inquiries and performing reconciliation of payments made
• Complete Commission Run Related Tasks as per set schedule, which includes ensuring all advisors are compensated for bank products
• Complete monthly balancing for Finance
• Prepare monthly Value At Risk (VaR) monitoring report to Local Line1B team for further action. Leverage of Power BI to automate the report for ease of reporting and efficiency. Monitor the VaR for accuracy and facilitate enquiry from Line1B.
• Prepare monthly IR validation and payout
• Maintain the integrity of commission records fed from the Compensation Database to Distribution (importing / exporting, reviewing invalid sales rep codes, processing adjustments and corrections, reviewing reject reports) as well as doing the reconciliation
• Administer complex transfers of business between advisors (including supporting staff who are completing noncomplex transfers)
• Contribute to department targets by ensuring all inquiries / tasks are answered as per Service Level Agreements
• Report issues, process gaps and opportunities to Manager when identified to enhance service levels and the customer experience
• Keep current on knowledge of products and commission schedule updates
• Support projects as they relate to Commissions

Required Qualifications

When you join our team

關於宏利和恒康

宏利金融公司是一家業界領先的國際金融服務商，致力於幫助人們實現「輕鬆投資理財，樂享豐盛人生」。若要進一步了解我們，請瀏覽

宏利是平等機會僱主

在宏利／恒康，我們擁抱多元。我們致力於吸引、培養及挽留和所服務客戶同樣多元的員工，並從而營造包容的工作環境，接納文化和個體差異。我們矢志維持公平的招聘、挽留、晉升及薪酬制度，我們管理的所有實踐及項目不會因種族、血統、原籍地、膚色、族裔、國籍、宗教或宗教信仰、信仰、性別（包括懷孕及其相關情況）、性取向、遺傳特徵、退伍軍人身份、性別認同、性別表達、年齡、婚姻狀況、家庭狀況、殘疾或受適用法律保護的任何其他因素而區別對待。

我們的首要任務是消除障礙，為員工提供平等就業機會。人力資源部代表將盡力為應徵過程中提出要求的申請人提供合理協助。應徵過程中如需協助，請聯絡 。

Working Arrangement

混合式

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