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Job Description:
Job description / Description du poste

• 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.

Preferred skills / Compétences particulières

• Excellent written/verbal presentation and communication skills
• Fluent in both English and Chinese (Mandarin a must)
• Strong PC skills in Excel, Power Point and Word
• Able to work both in a team and independently
• Excellent influencing and collaborative abilities with both external and internal stakeholders
• Ability to translate strategy into plans and actions
• Solid knowledge of the pension market in Hong Kong, products, distribution channels and clients
• Extensive agency sales experience
• Solid knowledge of MPF regulation

Problem Solving

• Self-starter and strong sense of objective in mind
• Possess a strong forward-looking, planning and problem-solving ability
• Ability to navigate across departments within Wealth & Pensions, and able to influence other stakeholders
• Be able to craft, develop and deliver clear ideas and actions to relevant stakeholders
• Maintain a regular and positive dialogue with internal business functions and stakeholders

Qualifications / Compétences

• University Degree, Major in Marketing / Business Admin preferred
• At least 8 year relevant experience with minimum 3 years in managerial role

Responsibilities / Responsabilités

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 Associate Director/Senior Manager and other team members to foster a collaborative environment that prioritizes service excellence and operational efficiency.

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.

Job Category:
Channel Management
Posting End Date:
30/10/2024