Head of Sales Strategy, TD

2 weeks ago

Singapore AIA Singapore Full time
Overview

Position Objective: The role is responsible in designing and executing Tied Distribution's Sales Strategy & Campaign, managing Tied Agency's expense budget & lead TD's data & analytics team

Roles and Responsibilities Sales Strategy & Campaigns
  • Lead the team to design, develop (including business proposals & projections) and execute Tied Distribution's Sales Campaign within the allowable P&A budget
  • Chairs and facilitates the Sales Challenge Task Force (Location Heads and SDOAs) for the design and execution of sales campaign
  • Evaluate the effectiveness in the Sales Campaign and incorporate key learnings from previous campaigns to improve the effectiveness of future campaigns
  • Responsible for the fulfillment of the Sales Campaign (payment, vendor management for goods delivery & taxation)
  • Responsible for the appeal framework & execution of appeal process
  • Allocates the VONB target and monthly phasing to the sales teams
Budget Management
  • Responsible for expense budgeting for Tied Agency (GOE and P&A)
  • Collaborate with all the Tied Agency cost center owners (Recruitment, SBQ, TD Ops, BIO, Sales Team, HNW & Strategy) for the budget allocation and tracking of expenses
  • Preparation and reconciliation of financial spending through monthly accruals for Tied Agency
Data & Analytics
  • Lead the team to provide automated tracking of Sales Campaigns & incorporate onto iSMART+
  • Align production data sources, documenting and sharing one source of truth
  • Provide data driving insights in the decision making behind the Sales Campaign mechanisms
  • Lead deep-dive data analyses in TD's historical performance and make recommendations
  • Lead TD Strategy's resources for data transformation & visualization
    • Develop and maintain workflows for business performance reporting
    • Create and maintain insightful dashboards for management & sales team for actionable insights
    • Automate reporting for the users in TD Strategy
    Lead and manage a team of 5
    • Foster a collaborative and high-performance team culture aligned with organizational goals.
    • Ensure effective communication and alignment of team objectives with broader Tied Distribution strategy.
    • Provide guidance, mentorship, and performance management to team members.
    • Support professional development and continuous learning opportunities for team members.
    Education & Experience
    • At least 8 to 10 years of experience in Life Insurance preferably in Agency channel management
    Specific Skills (Knowledge, skills and competencies/ abilities)
    • Knowledge of life insurance industry
    • Strong business acumen skills with analytical curiosity with an eye for detail to make recommendations.
    • Proficient in Microsoft Excel, PowerPoint, data analytics and visualization tools like Tableau/PowerBI is required
    • Proficient in data transformation using SQL or low/no code tools (eg. Alteryx)
    • Proficient communications skills to effectively explain policies with Tied Distribution force and internal stakeholders
    • Self-learner and hands on to trouble shoot and problem solved challenges.
    • Excellent interpersonal and people management skills
    Seniority level

Seniority level: Mid-Senior level

Employment type

Employment type: Full-time

Job function
  • Sales and Strategy/Planning
  • Industries: Insurance
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