CareerPlan

Associate Director, Agency Transformation and Strategy

Hong Kong, Hong Kong, HKFull-time2026-05-31 → 2026-11-10

Core

Drive strategic initiatives to optimize the agency distribution model, enhance workforce productivity, and execute large-scale development programs for financial entrepreneurs.

Role type

Senior IC strategy and transformation lead (insurance agency)

Builds

Agency strategic frameworks, KPI systems, compensation schemes, and career progression pathways

Domain

Insurance / Financial Services

Required skills

Strategic planning, market intelligence, financial modeling, data analytics, stakeholder management, program execution

Preferred skills

Change management, talent development, cross-functional collaboration

Technologies

Data analytics tools, financial modeling software

Responsibilities

Formulate and execute agency strategic initiatives; Develop and maintain agency KPI frameworks; Design and review agency compensation schemes; Review and enhance promotion criteria; Drive initiatives for healthy agency development; Collaborate with Zone Heads, Finance, HR, and Compliance

Seniority

Senior, hands-on IC