Position Objective:

The role is responsible in designing and executing Tied Distribution's Sales Strategy & Campaign, managing Tied Agency's expense budget & lead TD's data & analytics team

Roles and Responsibilities

Sales Strategy & Campaigns

• Lead the team to design, develop (including business proposals & projections) and execute Tied Distribution's Sales Campaign within the allowable P&A budget

• Chairs and facilitates the Sales Challenge Task Force (Location Heads and SDOAs) for the design and execution of sales campaign

• Evaluate the effectiveness in the Sales Campaign and incorporate key learnings from previous campaigns to improve the effectiveness of future campaigns

• Responsible for the fulfillment of the Sales Campaign (payment, vendor management for goods delivery & taxation)

• Responsible for the appeal framework & execution of appeal process

• Allocates the VONB target and monthly phasing to the sales teams

Budget Management

• Responsible for expense budgeting for Tied Agency (GOE and P&A)

• Collaborate with all the Tied Agency cost center owners (Recruitment, SBQ, TD Ops, BIO, Sales Team, HNW & Strategy) for the budget allocation and tracking of expenses

• Preparation and reconciliation of financial spending through monthly accruals for Tied Agency

Data & Analytics

• Lead the team to provide automated tracking of Sales Campaigns & incorporate onto iSMART+

• Align production data sources, documenting and sharing one source of truth

• Implement best practices / Alteryx workflows standards

• Provide data driving insights in the decision making behind the Sales Campaign mechanisms

• Lead deep-dive data analyses in TD's historical performance and make recommendations

• Lead TD Strategy's resources for data transformation & visualization

o Develop and maintain workflows for business performance reporting

o Create and maintain insightful dashboards for management & sales team for actionable insights

o Automate reporting for the users in TD Strategy

Lead and manage a team of 5

• Foster a collaborative and high-performance team culture aligned with organizational goals.

• Ensure effective communication and alignment of team objectives with broader Tied Distribution strategy.

• Provide guidance, mentorship, and performance management to team members.

• Support professional development and continuous learning opportunities for team members.

Minimum Job Requirements:

Education & Experience

• A Bachelor's degree

• At least 8 to 10 years of experience in Life Insurance preferably in Agency channel management

Specific Skills (Knowledge, skills and competencies/ abilities)

• Knowledge of life insurance industry

• Strong business acumen skills with analytical curiosity with an eye for detail to make recommendations.

• Proficient in Microsoft Excel, PowerPoint, data analytics and visualization tools like Tableau/PowerBI is required

• Proficient in data transformation using SQL or low/no code tools (eg. Alteryx)

• Proficient communications skills to effectively explain policies with Tied Distribution force and internal stakeholders

• Self-learner and hands on to trouble shoot and problem solved challenges.

• Excellent interpersonal and people management skills