- Functional Leader
- Agency & Distribution Strategy
- Fluency in Cantonese is a MUST
Our client is a leading international Financial Services Group offering a diverse range of services across Life Insurance, Pension, Wealth Management and Asset Management. With increasing business activities and a solid growth strategy in place, the company is now seeking a high-calibre Strategy Leader to head the team in Hong Kong, focusing on Agency Strategy.
The key responsibilities for this position are as follows:
* Reporting to the Chief Distribution Officer, own and lead the design and execution of major distribution initiatives aimed at accelerating the growth and transformation of the agency force
* Work in close collaboration with local and regional business and functional leaders to shape a compelling distribution strategy, translate it into actionable plans and drive end-to-end delivery and adoption of strategic, tactical, and digital programs.
* Formulate and drive mandates across both established and emerging opportunities including priority customer segments (HNW, Mainland elite), business expansion, GenAI-enabled sales tools, cross-selling, agent productivity and segmentation, compensation optimization, and other initiatives with strong long-term growth potential.
* Lead the development and ongoing refinement of Agency distribution strategies by monitoring market trends and the competitive landscape, aligning initiatives and roadmaps with stakeholders to drive sustainable growth.
* Formulate distribution strategies aligned with corporate strategic priorities to accelerate agency force expansion, supported by data analytics and performance metrics.
* Partner closely with senior leaders and key stakeholders to ensure strategic alignment, prioritization, and delivery of customer-centric propositions and measurable business outcomes.
* Establish best-practice governance, operating structure, resourcing, budgeting and cost management for distribution initiatives and projects.
* Drive project and program execution through clear planning, milestone setting, progress tracking, and cross-team collaboration, including targeted agency campaigns.
* Contribute to the transformation of the agency force by enhancing organizational effectiveness, operational excellence, and people development.
* Ensure robust performance management through regular business reviews, clear target setting, pipeline tracking, and actionable insights to support effective strategy execution.
Successful applicants will have the following skills and experience:
* An university degree preferably with MBA
* Min. 15 years of Agency Strategy, Distribution Strategy, Agency Business Development, Distribution Transformation, Sales Strategy, Client Strategy and / or Strategic Consulting
* Industry experience from Insurance or Management Consultancies focusing on Insurance sector
* Good financial and quantitative analysis skills
* Strategy formulation with project execution skills and ability to run multiple initiatives simultaneously
* Experience in team leadership roles
* Excellent communication skills with fluency in English and Cantonese
