This role is to lead and develop cross agency and client strategy at regional level that drives productivity and activity.
The role is the primary driver of MRA strategy and the continuous uplift of productivity through MDRT strategies, agency campaigns, convention and RO recognition platform. The person will also oversee maximizing leads generation and cross-sell/up-sell opportunities through existing customers, social media and digital sources.
This role will also collaborate with Client and Proposition to develop and roll out propositions for sales and recruitment.
Preferred skills
In-depth knowledge of insurance business and agency channel
A proven tracking of driving and implementing agency initiatives that led to solid business results
Solid experience in developing and implementing holistic and strategic agency strategy
Excellent experience in driving lead generation and customer cross-sell/up-sell campaigns through agency channel
Good understand of client propositions across Asia
Qualifications
University degree in Business, Finance, Actuarial Science, or a related field.
A minimum of 8-10 years of progressive experience within life insurance industry.
Deep expertise and extensive experience in Agency business development and channel management
Strong analytical and strategy development skills.
Excellent written, verbal communication and presentation skills.
Good influencing skills.
Responsibilities
Develop holistic and cross agency and client strategies at regional level that drive productivity and activity
Develop and roll out MDRT strategic framework and achieve MDRT leadership positions in markets and Asia
Develop excellent value proposition and process to maximize lead generation and conversion opportunities through existing customers, social media and digital channel
Design, plan, and implement RO level conventions, incentives and recognition platform
Collaborate with Client and Proposition team to develop and roll out propositions (HNW, Affluent, Retirement, Women, etc) for sales and recruitment.
Job Category:
Channel Management
Posting End Date:
29/06/2026
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Director, Agency and Client Strategy • Taikoo Shing, Hong Kong Island