We are seeking a hands-on, experienced professional to support our client’s biggest transformation programme.
This role bridges the gap between Finance/FP&A team and the Agency/Distribution team. The ideal candidate has deep knowledge of life insurance distribution channels and agency management, combined with strong communication skills to engage senior stakeholders.
Key Responsibilities
- Act as the key liaison between Finance/FP&A and Agency/Distribution teams, facilitating collaboration and translating business needs into actionable solutions.
- Engage directly with senior leadership, including the Chief Agency Officer, Chief Strategy Officer, Senior Directors, and key stakeholders to drive discussions, align priorities, and influence decisions.
- Lead requirement gathering, documentation (e.g., drafting BRDs/business cases), process mapping, and solution design
- Support business case development, scenario modelling, and performance tracking to help the agency business drive revenue growth and operational efficiency.
Requirements
- Strong knowledge and hands-on experience in life insurance distribution channels and agency management
- Proven track record in life insurance environment – understanding how to drive revenue growth through distribution strategies.
- Excellent communication and stakeholder management skills – able to lead conversations with C-level executives and senior directors, while bridging finance and agency perspectives.
- Understanding of FP&A processes (budgeting, forecasting, reporting, analytic) and ability to connect financial metrics to distribution drivers
- Fluency in English and Cantonese to bridge Group and Local BUs
