Head of Sales Strategy, TD

Overview

At AIA we’ve started an exciting movement to create a healthier, more sustainable future for everyone. It’s about finding new ways to better people’s lives, and to better 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\u2019ll 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.

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

About The Role

Responsible for developing strategic plans at group, entity, or function level to ensure continued success of growth and profitability. Position Objective: design and execute Tied Distribution\u2019s Sales Strategy & Campaign, manage Tied Agency\u2019s expense budget and lead TD\u2019s data & analytics team.

Responsibilities

• Lead the team to design, develop (including business proposals & projections) and execute Tied Distribution\u2019s Sales Campaign within the allowable P\u0026A budget
• Chairs and facilitates the Sales Challenge Task Force (Location Heads and SDOAs) for the design and execution of sales campaigns
• Evaluate effectiveness of Sales Campaigns and incorporate learnings to improve 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\u0026A)
• Collaborate with all Tied Agency cost center owners for 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 & integrate into iSMART+
• Align production data sources, document and share one source of truth
• Implement best practices / Alteryx workflow standards
• Provide data-driven insights in decision making behind 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 teams
• Automate reporting for users in TD Strategy

Lead and manage a team

• 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

Minimum Job Requirements

Education & Experience

• A Bachelor’s degree
• 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 with analytical curiosity and attention to detail
• Proficient in Microsoft Excel, PowerPoint, data analytics and visualization tools like Tableau/PowerBI
• Proficient in data transformation using SQL or low/no code tools (e.g., Alteryx)
• Proficient communications skills to explain policies with Tied Distribution force and internal stakeholders

• Self-learner and hands-on to troubleshoot challenges
• Excellent interpersonal and people management skills

About AIA

For over a century, AIA has served the ever-changing needs of our customers across Asia-Pacific. Our Purpose to help millions of people live Healthier, Longer, Better Lives is at the heart of everything we do.

As pioneering innovators, we’re transforming AIA to be faster, simpler and more connected to create better solutions and impactful experiences for our customers and communities. AIA encourages and enables our people to act with clarity, courage and humanity in service of our Purpose.

Join Us

At AIA, we believe in empowering every one of our people to find their \u2018better\u2019 - in the work they do, the career they build, the life they live and the difference they make. AIA is committed to building a vibrant, diverse, and inclusive workforce for all employees to thrive in. Join us if you believe in creating a better tomorrow

Seniority level

• Director

Employment type

• Full-time

Job function

• Sales and Business Development
• Industries: Insurance

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