Senior Officer, Sales Support

About the role

The Senior Officer, Sales Support provides administrative, operational and customer support for Macau Pension products. You will coordinate sales activities, prepare documentation, handle enquiries and ensure smooth end‑to‑end service for the agency channel.

Key responsibilities

• Assist with daily new business and policy administration, including form collection, scanning and maintenance.
• Respond to agency enquiries via phone, email or walk‑in, track requests and complaints, and ensure timely resolution.
• Support preparation and distribution of customer materials and liaise with internal departments to resolve CPF account issues.
• Monitor agency licensing status, support agent onboarding and termination, and update internal databases.
• Adhere to CPF regulations, data privacy rules and company compliance standards, and suggest process improvements.

Required profile

• Diploma or degree in Business, Finance or a related discipline.
• 1–3 years of experience in financial services, customer service or sales support (retirement/CPF experience preferred).
• Basic understanding of CPF schemes and retirement planning concepts.
• Strong communication and interpersonal skills with good written and spoken English.

Required skills

• Proficiency in MS Office applications.
• Ability to communicate clearly in English, both written and spoken.