Senior Specialist/Assistant Manager, Agency Distribution

Job Description

You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world.

This role will support the Team Lead in leading one of the agency distribution teams by managing day-to-day sales and service activities related to the MPF business, contributing to the achievement of the team and personal assigned targets, and enhancing agency satisfaction through effective account management effort. He/she will be pivotal in enhancing the coordination and support for our agency force, particularly in onboarding and nurturing new or non-MPF agencies, including and not limited to supporting the growth of MCI agents, ensuring they receive the dedicated resources and guidance needed for their successful integration and development.

Additionally, the role involves assisting the Team Lead and the Head of Agency Distribution in developing a team with a strong spirit and focused on providing a streamlined, one-stop solution and comprehensive account management services to enhance agency satisfaction.

Responsibilities

• Sales Management: Achieve sales target by managing assigned agencies and to support the overall sales strategy for the Agency Distribution Channel.
• Agency Support: Provide direct support to assigned agencies, addressing their needs, resolving issues, and ensuring a smooth and efficient sales/onboarding process. Ensure the delivery of a streamlined, one-stop solution for agencies, coordinating between various departments to provide comprehensive account management services.
• MCI (Mainland Chinese Individual) Support: Provide targeted support to a growing base of MCI agents, ensuring they have the tools and resources needed to succeed in MPF business.
• Distribution Development: Build and maintain strong relationships with assigned agencies, acting as a primary point of contact to support their growth and to increase the # of productive MPF agents.
• Team Collaboration: Work closely with the Associate Director/Senior Manager and other team members to foster a collaborative environment that prioritizes service excellence and operational efficiency.
• Contest/Campaign Management: Assist to design and implement sales & marketing strategies into contest/campaign or challenge with Marketing and Agency Development as well as the subsequent monitoring and status update/report; and to handle ad-hoc projects as assigned from time to time.
• Compliance and Best Practices: Ensure all sales activities comply with regulatory standards, particularly in discussions involving MPF products and their integration into broader financial planning solutions.

Qualifications

• University Degree, Major in Marketing / Business Admin preferred
• At least 8 year relevant experience with minimum 3 years in managerial role
• Solid experiences in building and managing sales activities in agency channel
• Preferred Skillsets
• Solid knowledge of the Pension/MPF market in Hong Kong, including products, distribution channels, clients and regulations.
• Excellent written/verbal presentation and communication skills with fluency in English and Chinese
• Self-starter and strong sense of objective in mind
• Possess a strong forward-looking, planning and problem-solving mindset with ability to translate strategy into execution plan & actions
• Excellent influencing and collaborative abilities with both external and internal stakeholders
• Able to work both in a team and independently
• Strong PC skills in Excel, PowerPoint and Word

Job Category

Channel Management

Shine together

At Sun Life, you can be your most brilliant self. Our supportive, flexible, and inclusive work environment is one where you – and your career – can thrive. Whatever your aspirations, collaborative leaders and colleagues are ready to help you learn, grow, and succeed.

Make life brighter

We’re a global company with a passion for people. Our purpose is to help Clients achieve lifetime financial security and live healthier lives. As a team of 30,000 across 26 countries, our impact is far-reaching, and locally relevant. There’s power in numbers. As part of Sun Life’s growing team, you have an impact on people in your community and around the world.

Shape the future

With an optimistic eye on a brighter future, we drive to innovate. Be part of leading change, push boundaries and try new ways of working. Use data to drive bold actions. Be agile and pivot as we test and learn. At Sun Life, we’re driving transformation, sustainability and innovation for our Clients, employees, partners, and communities. Join us. Together, we can make the future brighter.

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