Job Description
: Job Summary: The Regional Sales Manager will lead the field management team of his/her assigned branches to expand Sun Life's manpower and business. He/she will oversee the execution of agreed strategic and tactical action plans to ensure delivery of the objectives for the short to medium term.
Preferred skills:
• In-depth knowledge of agency fundamentals: sales & management process, rewards & recognition, performance management, compensation
• In-depth knowledge and skills in management: visioning and goal-setting, business review and planning, execution and monitoring, managing resources, managing change, managing conflict
• Basic knowledge in financial products & personal financial planning
• Basic knowledge: actuarial & product development, underwriting & policy administration, investment, agency compliance, government regulations relating to insurance sales
Qualifications: College graduate of any business related course. Total of 8 years' experience in sales organizations from insurance, pre-need, banking, real estate, direct marketing; of which 3 years was spent in life insurance.
Responsibilities:
1. Branch planning and monitoring: Ensure that every NBO goes through a business review, goal-setting and action planning and progress monitoring that is aligned to company objectives & practices.
2. Manpower expansion: Drive initiatives that will enable the NBOs to achieve their manpower target. Initiatives shall include, but not limited to: BOFs, recruitment & selection clinics, activity monitoring, MC & UM appointment, ISO expansion.
3. Productivity improvement: Drive initiatives that will improve productivity of advisors (i.e. activity ratio, case count & case size, PLAN B qualification). Initiatives shall include, but not limited to: segmented interventions, moving up programs, customer engagement activities (e.g. FP and client forum), and activity management.
4. Execution discipline: Strengthen the execution discipline of the branch management teams. Enable NBOs to implement established business practices and guidelines consistently (e.g. JFW, unit meetings, market conduct standards, etc.).Resource management: Utilize available resources to achieve cluster objectives.
5. Manage team performance through resource & execution planning, business & performance review, mentoring and coaching, and staff engagement activities.
Job Category:
Sales - Distribution Support Posting End Date:
30/10/2024