Specialist/Senior Specialist, Business Development
Core
Promote Sun Life Wealth & Pensions Business to clients and agents through the Agency Distribution Channel, managing day-to-day sales and service activities.
Role type
Senior Specialist, Business Development (Agency Channel Management)
Builds
Agency distribution network, sales pipeline, and comprehensive account management services for clients.
Domain
Financial Services (Pension/Wealth Management) in Hong Kong
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Agency sales experience, MPF regulation knowledge, sales strategy formulation, stakeholder relationship management, sales reporting
Preferred skills
Pension sales background, team leadership, strategic planning, cross-functional collaboration
Technologies
Excel, PowerPoint, Word
Responsibilities
Achieve sales targets by managing assigned agencies; Provide direct support to agencies for onboarding and issue resolution; Build and maintain relationships to increase productive MPF agents; Formulate and implement sales & marketing strategies; Handle ad-hoc projects; Compile regular sales reports for management review.
