Sales and Initiatives, Specialist

At AIA we’ve started an exciting movement to create a healthier, more sustainable future for everyone.
- It’s about finding new ways to not only better people's lives, but to better the communities and environments we live in. Encompassing our ambition of helping a billion people live Healthier, Longer, Better Lives by 2030._
- And as part of our marketing, distribution & partnership team, you’ll play a vital part in advancing this movement. From inspiring meaningful connections with customers, partners and other stakeholders, to delivering purpose-led brand positioning and messaging, you'll be making a positive, healthy impact across all channels. You will have a unique and important part to play in helping more people live Healthier, Longer, Better Lives._

So if you believe in inspiring a better future, read on.

About the Role

Join us today as Sales and Initiatives, Specialist today

The role is responsible for coordination of important processes related to sales initiatives to support our Agency Distribution channel.

Budget and Expense Management
- Expense allocation: monitors expenses for agency against budget and liaise with each business owner (Events team, Agency distribution, etc.) to ensure their yearly spend is within their budget.
- Strategic planning budget: preparation of the expense budget (GOE + variable costs) for the yearly strategic planning for Agency.
- Monthly accruals: coordination with all the agency business owners and finance to submit the necessary monthly accruals for Agency.

Reporting and Management of Appeals
- Production Clubs and Top Awards: Regular updates through upload of tracking reports on to the online platform
- President Club: preparation of report, recommendation on final qualifier list, and communication
- Managing the appeal framework & process in relation to Production Clubs and Convention: creation of MS Form, setting the appeal parameters, provide recommendation to HOD, manage each case with the Head of Agencies, coordination with TD Operations to include approved appeals in final report.

Project Support (MDRT Task Force)
- Design of specific sales challenges to drive our number of MDRT qualifiers: model of the challenge, proposal, communication material, payment of the reward.
- Payment support: payment of the membership to MDRT organization and claw back from the agents.

Operational / Administrative Support
- Sponsorship & Membership for professional organizations: Coordination with representative, payment of sponsorship and memberships, claw back of membership costs from the agents.
- Coordinator for ALMA EXCO and ALMA Sub-comm meetings: setting the meeting, preparation of meeting deck and material, preparation of the minutes, follow up on action items.
- Operationally support some processes related to sales initiatives: Agents’ professional insurance, Taxation opt-out for rewards, Group medical, etc.

Analysis and Projects
- Perform ad-hoc analysis on the performance of Tied Distribution based on business needs: Workforce,, sales challenge performance, etc.
- Support other teams within Tied Distribution to drive critical initiatives.

**Requirements**:

- Degree and above
- At least 3 to 5 years of experience in Life Insurance preferably in Agency channel management
- Proficient in Microsoft Excel, PowerPoint
- Proficient communications skills to effectively explain policies with Tied Distribution force
- Self-learner and hands on to trouble shoot and problem solved challenges

Believe in better with AIA. If you work at AIA, you play an important part in this movement. Which is why we give you every opportunity to learn, grow and shape your career - your way

LI-LG1
- Build a career with us as we help our customers and the community live Healthier, Longer, Better Lives._