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Job Description:

Job Description

Support the Team Lead in leading one of the agency distribution teams by managing day-to-day sales and service activities related to the MPF business, contributing to the achievement of the team and personal assigned targets, and enhancing agency satisfaction through effective account management effort.This role will be pivotal in enhancing the coordination and support for our agency force, particularly in onboarding and nurturing new or non-MPF agencies.  This role will also play a key role in supporting the growth of MCI agents, ensuring they receive the dedicated resources and guidance needed for their successful integration and development.Additionally, the role involves assisting the Team Lead and the Head of Agency Distribution in developing a team with a strong spirit and focused on providing a streamlined, one-stop solution and comprehensive account management services to enhance agency satisfaction.

Responsibilities

Sales Management:  

Achieve sales target by managing assigned agencies and to support the overall sales strategy for the Agency Distribution Channel.​

​Agency Support:

Provide direct support to assigned agencies, addressing their needs, resolving issues, and ensuring a smooth and efficient sales/onboarding process.Ensure the delivery of a streamlined, one-stop solution for agencies, coordinating between various departments to provide comprehensive account management services.

MCI (Mainland Chinese Individual) Support:

Provide targeted support to a growing base of MCI agents, ensuring they have the tools and resources needed to succeed in MPF business. ​

Distribution Development:

Build and maintain strong relationships with assigned agencies, acting as a primary point of contact to support their growth and to increase the # of productive MPF agents.

Team Collaboration:

Work closely with the Head of Agency Distribution and other team members to foster a collaborative environment that prioritizes service excellence and operational efficiency.Maintain a regular and positive dialogue with internal business functions and stakeholders

Contest/Campaign Management: 

Assist to design and implement sales & marketing strategies into contest/campaign or challenge with Marketing and Agency Development as well as the subsequent monitoring and status update/report; and to handle ad-hoc projects as assigned from time to time.

Compliance and Best Practices:

Ensure all sales activities comply with regulatory standards, particularly in discussions involving MPF products and their integration into broader financial planning solutions.

Qualifications

University Degree, Major in Marketing / Business Admin preferredAt least 8 year relevant experience with minimum 3 years in managerial roleSolid knowledge of the pension market in Hong Kong, products, distribution channels and client, including MPF regulationExtensive agency sales experienceFluent in both English and Chinese (Mandarin a must)Strong PC skills in Excel, PowerPoint and Word

Preferred Skills

Excellent influencing and collaborative abilities with both external and internal stakeholdersPossess a strong forward-looking, planning and problem-solving abilityAbility to translate strategy into plans and actionsAbility to navigate across departments within Wealth & Pensions, and able to influence other stakeholdersAbility to craft, develop and deliver clear ideas and actions to relevant stakeholdersAble to work both in a team and independentlyExcellent written/verbal presentation and communication skillsSelf-starter and strong sense of objective in mind

Job Category:

Channel Management

Posting End Date:

30/12/2024