Sr Manager/Associate Director, Business Development

Posted 2 Days Ago
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Hong Kong, Central, Central & Western District
Senior level
Fintech • Payments • Financial Services
The Role
The Sr Manager/Associate Director in Business Development will lead an agency distribution team, enhance coordination for onboarding new agencies, support MCI agents' growth, and drive sales through a comprehensive retirement planning approach. The role involves fostering a high-performance culture, maintaining partner relationships, and ensuring regulatory compliance.
Summary Generated by Built In

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.

Job Description:

Job Description

  • Lead one of the agency distribution teams to manage, promote, and drive all sales and servicing aspects of MPF business to achieve assigned targets.
  • This role will be pivotal in enhancing the coordination and support for our agency force, particularly in onboarding and nurturing new or non-MPF agencies.  The Associate Director will also play a key role in 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 Head of Agency Distribution 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. The Associate Director will also be responsible for driving a strategic shift from purely incentive-driven sales to a more holistic approach that incorporates motivational strategies, ultimately transforming product-selling into a broader retirement planning solution approach.

Responsibilities

Sales Leadership:

  • Lead one of the agency distribution teams to assisting the team head and the Head of Agency Distribution and foster a high-performance, agency and customer-focused culture that drives both individual and team success.
  • Strengthen relationships with key agency partners, and to provide streamlined, one-stop solutions with whole-account management mentality, ensuring higher agency satisfaction.

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:

  • Expand the distribution channel by increasing productivity and # of productive agents in assigned agencies.

Team Building:

  • Foster a team culture centered on collaboration, responsiveness, and excellence in service, ensuring that the team consistently delivers high-quality support to our agency partners; and to empower the team’s knowledge and skills through appropriate training and guidance

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 10 year relevant experience with minimum 5 years in managerial role
  • Extensive experience in driving agency sales
  • Knowledge of the pension market, including products, distribution channels, clients and MPF regulations.
  • Excellent written/verbal presentation and communication skills
  • Fluent in both English and Chinese (Mandarin a must)
  • Strong PC skills in Excel, PowerPoint and Word
  • Candidate with fewer experience may be considered as Manager.

Preferred Skills

  • Self-starter with strong sense of objective in mind
  • Possess a strong forward-looking, planning and problem-solving ability
  • Ability to navigate and collaborate across departments within Wealth & Pensions, and to influence both internal and external stakeholders
  • Ability to develop and deliver clear ideas and actions to relevant stakeholders
  • Ability to translate strategy into plans and actions
  • Maintain a regular and positive dialogue with internal business functions and stakeholders
  • Ability to work both in a team and independently

    Job Category:

    Channel Management

    Posting End Date:

    29/01/2025

    The Company
    Toronto, Ontario
    499 Employees
    On-site Workplace

    What We Do

    A UK company, Sun Life Financial of Canada is focused on building excellent customer service by offering the highest levels of customer care. We have been serving customers in the UK for over 100 years

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