Senior Manager, Agency Planning & Sales Operations

Prudential’s purpose is to be partners for every life and protectors for every future. Our purpose encourages everything we do by creating a culture in which diversity is celebrated and inclusion assured, for our people, customers, and partners. We provide a platform for our people to do their best work and make an impact to the business, and we support our people’s career ambitions. We pledge to make Prudential a place where you can Connect, Grow, and Succeed.

PRINCIPAL DUTIES & RESPONSIBILITIES: 

Agency Planning, Performance Management & Sales Operations

Oversee day-to-day agency sales operations, ensuring efficiency and effectiveness in all processes. Create comprehensive sales activity plans that align with the company’s objectives and market conditions. Develop, implement, and regularly review agency business planning processes to align with market trends and company objectives. Set up robust monitoring systems to track agency performance periodically and provide insights into market competitiveness. Provide insightful analysis of agency sales performance to management to drive actionable results and strategic decision-making. Collaborate with Regional Heads, Agency Growth teams and agency leaders to lead sales operations and ensure follow-through on all sales activities and launches tracking and ensuring consistent execution of sales strategies. Develop and enhance daily, weekly, and monthly sales tracker tools for the Agency to ensure timely and accurate reporting. Analyze market trends and competitor strategies to inform agency planning and sales operations. Monitor and analyze sales data to identify trends, opportunities, and areas for improvement. Deliverables include:

• Timely completion and review of business planning initiatives
• Identification of implementation gaps and development of solutions
• Achievement of Agency KPIs

JOB SPECIFICATION

Qualifications

• Candidate must possess at least a bachelor’s degree, any field.

  Experience

• Minimum 8 years of working experience.
• Proven experience in sales management, preferably within the insurance industry.

Knowledge

• Leadership: Demonstrates strong capabilities to lead, influence, and motivate to create a high-performing team.
• Strategic Thinking: Exhibits strong strategic, forward-thinking, and critical thinking skills to navigate and adapt to changing market conditions.
• Problem-Solving: Possesses excellent analytical skills with the ability to interpret data, make informed decisions, and solve complex problems.
• Customer Orientation: Maintains a strong commitment to delivering excellent service and meeting customer needs.
• Project and Priority Management: Skilled in project management and capable of managing multiple priorities effectively.
• Communication: Strong communication skills, with the ability to interact with senior management and internal & external stakeholders, and proficient in written and spoken English.
• Self-Motivation: Self-driven and capable of working under minimal supervision.
• Continuous Learning: Demonstrates a high willingness to learn and challenge the status quo.
• Teamwork and Resilience: Works well under pressure and is a good team player.
• Technical Proficiency: Proficient in Microsoft PowerPoint, Microsoft Word, and Microsoft Excel.

Prudential is an equal opportunity employer. We provide equality of opportunity of benefits for all who apply and who perform work for our organisation irrespective of sex, race, age, ethnic origin, educational, social and cultural background, marital status, pregnancy and maternity, religion or belief, disability or part-time / fixed-term work, or any other status protected by applicable law. We encourage the same standards from our recruitment and third-party suppliers taking into account the context of grade, job and location. We also allow for reasonable adjustments to support people with individual physical or mental health requirements.