Agency Strategy and Performance (Up to Manager) / Quản lý Chiến lược và Chất lượng Đại lý

Bảo Hiểm Nhân Thọ Phú Hưng
Thành phố Hồ Chí Minh
Full time
1 ngày trước

ĐỊA ĐIỂM: Hồ Chí Minh

Nội dung công việc

Mô tả công việc

1. Sales Planning & Budgeting

  • Forecast sales targets and set KPIs by Agency channel, region, and segment.
  • Build and manage budgets related to sales incentives and business promotion programs.

2. Policy Development & Deployment

  • Design and manage incentive schemes including commission, bonuses, contests, and performance-based rewards.
  • Customize and align business policies with both internal stakeholders and the external insurance market.
  • Ensure policies comply with internal governance and market regulations.

3. Performance Analysis & Reporting

  • Monitor the effectiveness of the business strategy.
  • Analyze sales performance data combined with market research to provide insights and early warnings on underperformance or risks.
  • Prepare regular reports for management on sales trends, policy performance, and territory efficiency.

4. Stakeholder Collaboration

  • Coordinate with AD, Marketing, Operations, and IT to ensure the smooth deployment of policies.
  • Support training and communication to the sales force and related departments on new policies and programs.

Yêu cầu công việc

1 Qualifications:

  • Bachelor’s degree or higher in Economics, Finance, Insurance, Business Administration or related fields.

2. Experience:

  • 2–3 years in business planning, incentive program design, or sales operations within the life insurance industry.
  • Experience working with insurance partners and cross-functional teams is a plus.

3. Skills and Competencies:

  • Strong data analysis and business planning skills.
  • Proficient in Excel and PowerPoint; knowledge of SQL or Power BI is a plus.
  • Good communication and coordination skills across departments.
  • Proactive, detail-oriented, and results-driven.

**************************************

AT PHL, WE OFFER YOU:
  • Annual Health Check
  • Fullerton Healthcare Program for employees since probation + Social Insurance on 100% gross salary
  • Annual leave: up to 21 days depending on level
  • Performance bonus: Based on personal performance review and company's business
  • Various allowances depending on level
  • Internal training programs and financial Support for typical external programs
  • Various engagement activities: happy hour, outing trips,...
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