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Agency Sales Planning Manager
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- Analyze sales trend and provide accurate sales forecasts. Identify gaps in sales pipelines (recruitment, sales activity) which stand in the way of achieving sales target, communicate these gaps to the appropriate teams responsible for execution.
- Build short and long-term Agency KPIs (MAPA) for both full-time and part-time agency model, develop a framework to monitor and provide recommendations on sales forecast by Country/ Territory/ Region/ AD level.
- Develop and optimize AD bonus scheme for both full-time and part-time channel. Monitor and propose change to ensure the scheme is within approved budget and achieve the purpose of driving sales.
- Champion and communicate sales KPIs, AD’s target to relevant teams. Coordinate with cross-function teams to implement sales plan, propose initiatives and plan to achieve target.
- Coordinate with Finance, MIS, HR, Compensation & sales incentive teams to manage sales budget and provide regular sales performance, forecast report in a timely manner, highlighting risk to achieving target and measure needed to mitigate risks.
- Coordinate with relevant teams to prepare strategic reports for agency channel to PVA TLTs and PCA, including TLT/QD/SteerCo/Business Plan deck
- Support on preparing presentation materials for Senior management.
- Various ad-hoc project as requested.
Requirement:
- Bachelor's Degree in Finance, Life insurance. Master's Degree may be preferred.
- 3 - 5 years’ experience in planning position for Life insurance company or similar role is required.
- Excellence at communication and presentation skills.
- Results-driven and ability to handle multiple projects.
- Strong interpersonal and time-management skills.
- Proficient in business intelligence tools (SAS/ SQL/) and dashboards, Excel, Power Point, Word
