Distribution Planning Senior Manager (Life Insurance)

1. Development of sales policies

• Terms & Conditions for Agents and General Agents;
• Incentive schemes for the Agency Development (AD) and Distribution Training (DT) staffs
• Sales Support Budget policies
• Sales initiatives that result in enhanced distribution capacity, network expansion, and production growth

2. Sales planning and budgeting

• Development of medium-term & long-term sales strategy
• Drafting monthly sales direction
• Development/ Review of sales targets
• Preparing weekly, monthly and yearly sales projection
• Development and maintenance of planning tools for agency leaders
• Monitoring production related expenses (PRE)
• Preparation of sales reports and analyses
• Coordinating with relevant departments on AD & DT headcount and sales office planning activities

3. Contests

• Development of sales & recruitment contests
• Monitoring effectiveness
• Review of sales & recruitment contests proposed by AD staffs

4. Market intelligence

• Insights from IAV and other industry reports
• Gathering market information, especially about sales policies, sales initiatives, and new product development

5. Talent development

• Providing regular training and coaching for staffs
• Providing on-demand coaching for AD/ GAD

• Relevant experience in the life insurance industry is preferable, but not a must.
• Experience in sales and/or sales training is an advantage.
• Knowledge of planning theories and forecasting methods.
• Excellent Excel skills. Knowledge of MS BI is an advantage.
• Strong communication, presentation and influencing skills in both English and Vietnamese.
• Strong analytical skills.
• Pleasant manner and can-do attitude.

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