About Us:

At HSBC Broker, it's more than just insurance we offer. We want to give you the key to stay true to your promises, no matter what stage of life you may be in or how your priorities may shift with time. Whether your promises are to look after your family, protect the things you already have, or to ensure the life you have today and that you'd aspire toward for the future is attainable, we have solutions to help you keep them. Because we all know: a promise is a promise.

We are committed to delivering exceptional insurance and investment solutions to our clients through our professional financial planning journeys while fostering an inclusive and dynamic market environment. With a rich history in the insurance industry, we pride ourselves on our innovative approach and our dedication to integrity, customer service, and diversity. We are currently seeking a visionary Head of Distribution Management to lead our sales team and drive our business growth.

Role Overview:

The Head of Business Development will provide direct and strategic focused support the CEO of HSBC Broker China, ensuring our execution of company goals and value with a professional and high performing sales teams. This individual will be responsible for building the people and distribution strategies of our broker channel and act as a key member of the senior leadership team, responsible for delivering the desire outcome of salesforce development including recruiting, retaining talents, incentive and performance management, and training. The success of the role will be measured by the growth of customer base, revenue, efficiency, and standard of conduct and operation risk . The ideal candidate will be a dynamic leader, with a proven track record in sales management within the insurance brokerage or financial sector.

We are currently seeking an experienced professional to join our team.

He/she will lead the engagement with key stakeholders (business and control/support functions) to deliver targeted business performance. Focus areas include:

· Strategic Alignment:in partnership with stakeholders and support from Global Insurance, he/she will contribute to implementing the insurance distribution strategy and people agenda, and ensure alignment of the sales model including recruitment, retention, sales support, training, MI, incentive performance management etc.

· Sales Models: to build the best-in-class insurance broker and investment distribution model. Target increased productivity of all segments via branches and digital. Drive protection / health wellness growth agenda.

· Sales Support:Co-create more effective sales TOM (including incentives) with other senior management team members. Build product and sales support feedback loops back into product providers and partners. Work with Marketing and Proposition team to provide enhanced sales and marketing materials/toolkits to sales people. Drive client event planning and provide effective case and channel management support to sales management teams

· Partnerships:support Partnerships to ensure consistency (e.g., sales models/support) and to contribute to growth agenda (e.g., Health Wellness opportunity)

· Streamlined customer and financial planning journey for both insurance and investment sales process:work with the Head of Financial Planning and Wealth Proposition to significantly simplify sales journeys, while enabling multiple needs fulfillment. Co-develop insurance sales processes that meet regulatory, compliance, global financial planning standards and radically improve customer experience

· Sales Productivity:establish a jointly agreed activity management framework. Standardize the measure of sales staff productivity and the implementation of campaign activity. Partner with Data Information Management to design and implement global/regional/local campaigns underpinning customer engagements. Link into Learning Development (see below)

· Learning Development:set up comprehensive/standardized Insurance Learning Development framework, directly linked to Activity Management, including training, coaching and upskilling of sales staff. Establish professional LD capabilities

· Rewards Recognition:establish a globally-consistent Rewards Recognition framework (e.g., events/incentive trips for top performers)

· Insights Thought Leadership:track market trends and understand evolving customer demands. Share insights and support the development of plans and strategies for relevant product and customers propositions

· Stakeholder Management:ensure sustained alignment with insurance sales and distribution plans

· Leadership:act in support capacity to the local ExCo leadership team to ensure that the Distribution perspective is appropriately represented in decision-making processes

· Governance:ensure that a robust FCC and sales conduct agenda is fully implemented

· Operational Effectiveness Control: Ensure group WPB and global insurancefunctional policies and standards are in place in all area of distribution network. Work with Second-line-of-defends and other key functions to define the optimal balance between secure provision of services and respective policies. Ensure Group Standards are in place in all services. Ensure regular and positive engagement with key support functions such as Risk, Compliance, Finance and HR to ensure alignment of policies and plans necessary to deliver key requirements.