Director, Agency Proposition

1 month ago

Hong Kong, Hong Kong SAR China Prudential plc Full time
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.

The Mission of the Distribution Business Generation & Lead Management is to make a difference with our customers and distributors by ensuring that everything we invest in is to help our distributors, in particular, our agency force grow their business in line with our Prudential Values.

We do this by providing actionable insights on our distributor's performance and ensuring that we are investing and spending on the right areas that drives the business. We also do so by ensuring that our distributors are supported well.

Position overview:

We are seeking a Director, Agency Proposition to join our Group Agency Distribution team, Business Generation division. The successful candidate will be responsible for developing and articulating a compelling value proposition for our agents, defining training requirements for success, simplifying underwriting rules, and enhancing agents' chances of sales closure. The ideal candidate should have a deep understanding of the insurance industry, excellent communication skills, and the ability to drive business growth.

Key responsibilities:

Strategy & Agency Force Proposition Enablement
• Ideate, design and develop new, innovative customer acquisition models and solutions that offer new sales opportunities and value propositions that forges a long-standing relationship with our customers and distributors whilst meeting Prudential organisational goals.
• Develop a clear and concise value proposition that resonates with agents, communicating how our organization's products and services can help them grow their business and meet their clients' needs.
• Conduct a training needs assessment to identify knowledge gaps and skill requirements for agents, informing the development of targeted training programs that address specific pain points (product knowledge, sales techniques, and industry regulations) as well as business objectives
• Develop persona-specific support and resource packages that address the distinct pain points and goals of each agent segment, including customized training, marketing materials, and sales enablement tools.

Agency Segmentation strategy
• Design and work with Analytics team to conduct agent segmentation analysis in order to identify distinct personas based on factors such as customer persona, product focus, and sales strategy, creating tailored profiles that capture agents' unique needs and preferences.
• Establish a personalized engagement approach that recognizes the diverse needs and preferences of each agent persona, fostering stronger relationships, improving communication, and enhancing overall agent satisfaction and loyalty.

Efficiency & Excellence Leveraging Technology:
• Identify potential points of streamlining and assist campaign owners to address and implement solutions to maximise effort.
• Work closely with underwriting teams to streamline and simplify underwriting rules, eliminating unnecessary complexity and reducing the number of exceptions, making it easier for agents to understand and apply the rules.
• Develop templatised products and processes that can be easily tailored to specific customer needs, reducing the time and effort required to issue policies and enabling agents to focus on high-value activities like sales and customer advice.
• Leverage on technology to enable agents to easily select and customize products, automatically generating policy documentation and reducing the need for manual underwriting, resulting in accelerated sales closure and improved customer satisfaction.

Regional Collaboration & New Ways of Working (NWOW):
• Build, maintain and manage long-term relationships with regional counterparts to enable cross-territory learnings.
• Hands-on with the sales force and able to understand and drive their adoption and enhancement of Business Generation
• Close collaboration with key stakeholders to ensure robustness of value propositions - financially viable, operationally feasible and socially desirable for sustainable growth.

Qualifications and Experience:
• Bachelor's degree or equivalent practical experience
• Minimum 10 years of relevant experience in Strategy, Management Consulting, Project Management
• Knowledge of the Financial / Insurance industry, having worked with a sales force / distribution team

Critical Capabilities:
• Possess a strong strategic and business acumen, good understanding of insurance, marketing/sales and actuarial science.
• Ability to work and thrive in a fast-paced, rapidly changing work environment
• Experience with strategic projects, cross-functional stakeholder management, and project management
• Ability to communicate effectively across multiple levels, including cross-functional teams and executive leadership
• Ability to be collaborative and navigate ambiguity
• Excellent presentation deck-building as well as written and verbal
• Excellent business acumen, problem solving, and analytical skills

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.

  • Associate Director, Agency Transformation and Strategy

    1 week ago

    hong kong, Hong Kong SAR China Sun Life Financial, Inc. Full time

    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...

  • Associate Director, Agency Management

    2 weeks ago

    hong kong, Hong Kong SAR China Sun Life Financial, Inc. Full time

    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...

  • Associate Director, Group Agency Distribution

    4 months ago

    Hong Kong, Hong Kong SAR China AIA Full time

    At AIA we’ve started an exciting movement to create a healthier, more sustainable future for everyone. So if you believe in inspiring a better future, read on. About the Role This role will support Group Agency Distribution in implementing Group-wide initiatives in High Net Worth (HNW), Product Propositions and Training & Development by sharing...

  • Strategic Director, Group Agency Development

    6 days ago

    Hong Kong, Central and Western District, Hong Kong SAR China AIA Full time

    About AIA's Vision for a Healthier FutureAIA is committed to creating a healthier, more sustainable future for everyone. As a key player in this movement, we're seeking a talented professional to join our team.About the RoleThis role will support Group Agency Development in driving Group-wide initiatives in High Net Worth (HNW), Product Propositions, and...

  • AVP/Director, Client Propositions

    6 days ago

    Hong Kong, Central and Western District, Hong Kong SAR China Sun Life Full time

    Job DescriptionAs a key member of the Sun Life team, the AVP/Director, Client Propositions will play a critical role in developing and executing strategies to drive business growth and client engagement in the bancassurance space.Key Responsibilities:Develop and implement annual business plans and strategies to drive partnership growth and client...

  • Director of Agency

    2 months ago

    Hong Kong, Hong Kong SAR China Hong Kong Job Consulting Full time

    Director of Agency, Agency Distribution (Life Insurance) A fast-moving local Insurance Group is looking for a Director of Agency to drive the Agencys business. Responsibilities: Manage the designed Districts to drive insurance business and recruitment targets Supervise and coach the team to review and perform due diligence for the agent applications by...

  • Agency Sales Director

    15 hours ago

    Hong Kong, Central and Western District, Hong Kong SAR China Manulife Full time

    Job OpportunityWe are seeking a highly skilled and experienced professional to join our team as an Assistant Agency Director. This role is responsible for driving sales, productivity, and headcount growth in assigned districts, while also implementing initiatives to boost recruitment activity and knowledge sharing.Key ResponsibilitiesDevelop and execute...

  • Product Proposition Director

    6 days ago

    Hong Kong, Central and Western District, Hong Kong SAR China Sun Life Full time

    Job SummaryThe Product Proposition Director will lead a team to drive the entire product development cycle of non-H&A products for achieving Sun Life's business strategy. This includes research on market trends and clients' needs, product innovation and design, implementation and management, as well as product promotion.Key ResponsibilitiesMonitor market...

  • Executive Director – Agency Compensation

    2 days ago

    Hong Kong, Central and Western District, Hong Kong SAR China Global Executive Consultants Ltd. Full time

    Executive Director – Agency CompensationGlobal Executive Consultants Ltd. is seeking a highly skilled and experienced Executive Director to lead our agency compensation team.Key ResponsibilitiesProvide strategic support to all distribution channels in relation to payroll payment and licensing operations.Lead a team to ensure smooth and accurate payroll is...

  • Strategic Agency Director

    6 days ago

    Hong Kong, Central and Western District, Hong Kong SAR China Company 28 - Manulife (International) Limited Full time

    About the RoleWe are seeking a highly experienced and results-driven Strategic Agency Director to join our team at Company 28 - Manulife (International) Limited. As a key member of our leadership team, you will be responsible for driving sales, productivity, and headcount growth across our regions.Key ResponsibilitiesDevelop and execute strategic plans to...

  • Assistant Agency Director

    3 months ago

    Hong Kong, Hong Kong SAR China Company 28 - Manulife (International) Limited Full time

    Description The Opportunity The customer is the focus of everything we do, and millions of end users rely on our products daily. We believe in the value of empowering our professional teams with the resources to solve critical problems for the future of our business, which is why we need you.  Manulife HK is seeking an Assistant Agency...

  • Director, Product Proposition

    3 months ago

    Hong Kong, Hong Kong SAR China Sun Life Full time

    Job Description : Role Summary The job holder will lead a Product Proposition Team to drive the entire product development cycle of non-H&A products (Saving/Protection) for achieving the Company's business strategy, included but not limited to research on market trends/clients' needs, product innovation/design, product implementation and management as...

  • Assistant Agency Director

    4 months ago

    Hong Kong, Hong Kong SAR China Manulife Full time

    Job Description The Opportunity The customer is the focus of everything we do, and millions of end users rely on our products daily. We believe in the value of empowering our professional teams with the resources to solve critical problems for the future of our business, which is why we need you.  Manulife HK is seeking an Assistant Agency...

  • Assistant Agency Director

    1 week ago

    Hong Kong, Central and Western District, Hong Kong SAR China Manulife Full time

    About the RoleWe are seeking an experienced and results-driven Assistant Agency Director to join our team at Manulife. As a key member of our leadership team, you will be responsible for driving sales, productivity, and headcount growth across our agency network.Key ResponsibilitiesDevelop and execute strategies to drive sales growth and increase market...

  • Associate Director, Agency Distribution Learning

    4 months ago

    Hong Kong, Hong Kong SAR China AIA Full time

    At AIA we’ve started an exciting movement to create a healthier, more sustainable future for everyone. So if you believe in inspiring a better future, read on. About the Role This role will develop the Group Distribution Learning & Development strategy and framework to support capability building of advisors and leaders across Agency distribution...

  • Project Director

    1 week ago

    Hong Kong, Central and Western District, Hong Kong SAR China ALL-STAR AGENCY Full time

    Job SummaryWe are seeking a highly skilled and experienced Project Director to join our team at ALL-STAR AGENCY. As a key member of our organization, you will be responsible for leading branch renovation projects from planning to completion, ensuring seamless execution and alignment with our strategic goals.Key ResponsibilitiesProject Planning and...

  • Associate Director

    6 days ago

    Hong Kong, Central and Western District, Hong Kong SAR China FWD Life Insurance Corporation Full time

    About FWD Life Insurance CorporationFWD Life Insurance Corporation is a leading pan-Asian life insurance business with a strong presence in 10 markets across the region. With over 11 million customers, the company is committed to making the insurance journey simpler, faster, and smoother through innovative propositions and easy-to-understand products,...

  • SEO Director, APAC

    4 months ago

    Hong Kong, Hong Kong SAR China Assembly Global Full time

    We are looking for an ambitious SEO expert who is ready to lead an exciting proposition expansion. As SEO Director, you will be the functional lead and set to develop and champion advanced strategic SEO projects, while working closely with a portfolio of clients to ensure their effective implementation to achieve growth. In Assembly, we believe in Finding...

  • Chubb Life: Manager, Product Proposition

    2 months ago

    Hong Kong, Hong Kong SAR China CHUBB Full time

    As a Product Proposition Manager, you will play a pivotal role in developing and executing compelling product propositions tailored to meet the unique needs of our target customers and distribution channels. You will collaborate with key stakeholders across various departments to ensure alignment of existing or new product propositions. Additionally, you...

  • Wealth Marketing and Proposition Manager

    1 week ago

    Hong Kong, Central and Western District, Hong Kong SAR China Hang Seng Bank Limited Full time

    About Hang Seng Bank LimitedHang Seng Bank Limited is a leading financial institution in Hong Kong, committed to delivering exceptional service excellence and providing best-in-class products and services to its customers.Job DescriptionJob SummaryWe are seeking a high-caliber professional to join our Wealth Marketing and Proposition Team as a Wealth...