Associate Director, Agency Transformation and Strategy

Sun Life · Hung Hom

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You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world.

Job Description:

The Associate Director of Agency Transformation and Strategy will be responsible for supporting and executing the strategic initiatives focused on optimizing the agency distribution model and enhancing the productivity and effectiveness of the agency workforce. This role will work closely with Head of Agency Transformation and Strategy, agency management, and cross-functional teams to craft and drive effective strategies to implement various agency programme, including recruiting high-potential individuals with entrepreneurial aspirations, nurturing their growth, and guiding them toward building successful and sustainable careers as financial entrepreneurs.

Key Responsibilities:

1. Agency Strategy & Transformation

• Support formulation and execution of agency strategic initiatives to drive sustainable growth in production and headcount

• Conduct market intelligence and competitive benchmarking (e.g., promotion rules, compensation, recruitment packages)

• Drive transformation projects across agency structure, productivity, and recruitment quality
   

2. KPI Management & Performance Tracking

• Develop and maintain agency KPI framework covering:

  • Sales (AFYP)

  • Recruitment (Headcount, Activity Ratio)

  • Productivity & quality metrics

• Perform regular performance tracking, analysis, and insight generation for management review

• Prepare business performance reports and presentations for senior management and Regional Office

• Identify performance gaps and recommend actionable improvement initiatives
   

3. Compensation Framework & Revamp

• Support design, review, and enhancement of agency compensation schemes (advisor & manager levels)

• Conduct impact analysis and financial modeling for compensation changes

• Ensure alignment with business strategy, productivity improvement, and cost efficiency

• Work closely with Finance, HR, and Compliance on implementation and governance
   

4. Agency Promotion & Career Progression Framework

• Review and enhance promotion criteria across different agency levels

• Monitor promotion performance and ensure sustainability of leadership pipeline

• Develop structured progression pathways to support talent development from advisor to leadership roles
   

5. Healthy Agency Development

• Drive initiatives to improve:

  • Agency quality (productive & active agents)

  • Recruitment quality vs quantity

  • Manager capability and retention

• Support structured programs (e.g., onboarding, training, leadership development)

• Ensure alignment with Asia Operating Guidelines and governance requirements
   

6. Stakeholder Management

• Collaborate with:

  • Zone Heads & DOAs

  • Finance, HR, Compliance, Marketing

  • Regional Office stakeholders

• Act as a strategic partner to translate business needs into actionable frameworks and policies

Qualifications and Experience:

• 8+ years of experience in the insurance industry, with a strong background in agency distribution and transformation initiatives.

• Proven track record of designing and executing large-scale development programme or initiatives

• Deep understanding of agency management and experienced in utilizing data analytics to drive decision-making, assess effectiveness and identify areas for improvement.

• Leadership qualities to drive initiatives independently and lead cross-functional projects.

• Effective communication and stakeholder management skills, with the ability to influence and collaborate at all levels of the organization.

• Relevant educational background in business, technology, or a related field.

We offer 5-day work, attractive salary, MPF, group life and group medical insurance; and excellent career development opportunities to the right candidate.

We are an equal opportunity employer and welcome applications from all qualified candidates. Application forms and resume will be kept for a period of 24 months after completion of the recruitment process. (All information will be held in strict confidence and only be used for recruitment purpose).

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