Drive transformation projects across agency structure, productivity, and recruitment quality
KPI Management & Performance Tracking
Develop and maintain agency KPI framework covering:
Sales (AFYP)
Recruitment (Headcount, Activity Ratio)
Productivity & quality metrics
Perform regular performance tracking, analysis, and insight generation for management review
Prepare business performance reports and presentations for senior management and Regional Office
Identify performance gaps and recommend actionable improvement initiatives
Compensation Framework & Revamp
Support design, review, and enhancement of agency compensation schemes (advisor & manager levels)
Conduct impact analysis and financial modeling for compensation changes
Ensure alignment with business strategy, productivity improvement, and cost efficiency
Work closely with Finance, HR, and Compliance on implementation and governance
Agency Promotion & Career Progression Framework
Review and enhance promotion criteria across different agency levels
Monitor promotion performance and ensure sustainability of leadership pipeline
Develop structured progression pathways to support talent development from advisor to leadership roles
Healthy Agency Development
Drive initiatives to improve:
Agency quality (productive & active agents)
Recruitment quality vs quantity
Manager capability and retention
Support structured programs (e.g., onboarding, training, leadership development)
Ensure alignment with Asia Operating Guidelines and governance requirements
Stakeholder Management
Collaborate with:
Zone Heads & DOAs
Finance, HR, Compliance, Marketing
Regional Office stakeholders
Act as a strategic partner to translate business needs into actionable frameworks and policies
Qualifications and Experience :
8+ years of experience in the insurance industry, with a strong background in agency distribution and transformation initiatives.
Proven track record of designing and executing large-scale development programme or initiatives
Deep understanding of agency management and experienced in utilizing data analytics to drive decision-making, assess effectiveness and identify areas for improvement.
Leadership qualities to drive initiatives independently and lead cross-functional projects.
Effective communication and stakeholder management skills, with the ability to influence and collaborate at all levels of the organization.
Relevant educational background in business, technology, or a related field.
We offer 5-day work, attractive salary, MPF, group life and group medical insurance; and excellent career development opportunities to the right candidate.
We are an equal opportunity employer and welcome applications from all qualified candidates. Application forms and resume will be kept for a period of 24 months after completion of the recruitment process. (All information will be held in strict confidence and only be used for recruitment purpose).
Job Category:
Sales - Distribution Support
Posting End Date:
29/11/2026
Benefits
Health insurance
Additional Information
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 have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world.
Job Description:
The Associate Director of Agency Transformation and Strategy will be responsible for supporting and executing the strategic initiatives focused on optimizing the agency distribution model and enhancing the productivity and effectiveness of the agency workforce. This role will work closely with Head of Agency Transformation and Strategy, agency management, and cross-functional teams to craft and drive effective strategies to implement various agency programme, including recruiting high-potential individuals with entrepreneurial aspirations, nurturing their growth, and guiding them toward building successful and sustainable careers as financial entrepreneurs.
Sunlife · Hunghom, Hong Kong