Agency Strategy, Principal

Posted 13 Hours Ago
Be an Early Applicant
2 Locations
In-Office or Remote
Expert/Leader
Insurance • Financial Services
The Role
Lead agency strategic initiatives by translating strategic priorities into workplans, coordinating cross-functional stakeholders, and delivering measurable business outcomes. Use data analysis, modeling, dashboards, and visualizations to generate actionable insights, prioritize initiatives, and improve agency growth and productivity. Support strategic planning, business transformation, senior stakeholder communications, and multiple concurrent projects. The role requires strong problem-solving, English and Chinese communication skills, and preferably insurance or financial services experience.
Summary Generated by Built In

Build a healthier and more sustainable future for everyone.

At AIA, your skills, perspective and ideas can contribute to our Purpose of helping millions of people live Healthier, Longer, Better Lives. Across our diverse markets, you will take on meaningful challenges, collaborate with talented colleagues and help turn ideas into positive outcomes for our customers and communities.


Join us to shape what comes next, grow through new experiences and extend your impact across Asia.


About the Role


Drive the execution of key agency strategic initiatives by leveraging data, analytics, and structured problem solving. Support senior stakeholders in translating strategic priorities into actionable initiatives and delivering measurable business impact.
This role contributes to the delivery of customer outcomes that are reliable, thoughtful, and create meaningful impact for customers and society. The role holder is expected to embed a customer first mindset in all decisions and actions by developing a clear understanding of customer needs, taking end to end ownership to resolve issues, and working collaboratively across teams to continuously enhance the customer journey—both directly and indirectly.

Roles and Responsibilities:


1. Strategy Execution & Delivery

  • Lead execution of key agency strategic initiatives and cross-functional projects
  • Translate strategic direction into structured workplans, timelines, and deliverables
  • Ensure effective implementation and delivery of initiatives to achieve business outcomes

2. Data & Insight Generation

  • Leverage data analytics to generate actionable insights to support business decisions and strategic initiatives
  • Develop analytical models, dashboards, and visualisations to identify opportunities and trends
  • Apply data-driven approaches to support initiative design, prioritisation, and optimisation

3. Stakeholder Management

  • Partner with internal stakeholders (e.g. Agency Distribution, Product & Proposition, C&M, S&T, Finance, etc) to align on priorities and execution
  • Support communication of recommendations, insights, and progress updates to senior stakeholders
  • Facilitate cross-functional collaboration to ensure timely and effective delivery

4. Project & Initiative Support

  • Manage and/or support multiple strategic initiatives simultaneously, ensuring quality and timeliness
  • Contribute to the development and refinement of new initiatives to enhance agency growth and productivity
  • Support strategic planning cycles and key business transformation efforts

Minimum Job Requirements:

  • 10–15 years of experience in strategy, consulting, analytics, or financial services
  • Strong data and analytical skillset, including experience with:
    • Data analysis and interpretation
    • Building models, dashboards, or data visualisation (e.g. Excel, Power BI, Tableau or similar)
  • Proven ability to translate data into clear, actionable business insights
  • Strong structured problem-solving and critical thinking skills
  • Experience managing projects and working across multiple stakeholders
  • Strong communication skills in English and Chinese (written and verbal)
  • Self-driven, proactive, and comfortable operating in a fast-paced environment
  • Insurance / financial services experience preferred
  • The incumbent is required to obtain relevant license if the job involves in regulated activities.

Build a career with us as we help our customers and the community live Healthier, Longer, Better Lives.

You must provide all requested information, including Personal Data, to be considered for this career opportunity. Failure to provide such information may influence the processing and outcome of your application. You are responsible for ensuring that the information you submit is accurate and up-to-date.

Skills Required

  • 10-15 years of experience in strategy, consulting, analytics, or financial services
  • Experience with data analysis and interpretation
  • Experience building models, dashboards, or data visualizations using Excel, Power BI, Tableau, or similar tools
  • Ability to translate data into clear, actionable business insights
  • Strong structured problem-solving and critical thinking skills
  • Experience managing projects and working across multiple stakeholders
  • Strong written and verbal communication skills in English and Chinese
  • Self-driven, proactive, and comfortable working in a fast-paced environment
  • Insurance or financial services experience
  • Obtain a relevant license if the role involves regulated activities
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The Company
HQ: Hong Kong
25,938 Employees
Year Founded: 1919

What We Do

AIA Group Limited is a multinational insurance and financial services corporation headquartered in Hong Kong, providing life insurance, savings, and health protection products across the Asia-Pacific region.

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