Associate Director, Agency Transformation and Strategy

Sorry, this job was removed at 06:23 p.m. (CST) on Tuesday, May 06, 2025
Be an Early Applicant
Hung Hom, Kowloon City, HKG
In-Office
Fintech • Payments • Financial Services
The Role

You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world.

Job Description:

Job Summary:

The Associate Director of Agency Transformation and Strategy will be responsible for supporting and executing the strategic initiatives focused on optimizing the agency distribution model and enhancing the productivity and effectiveness of the agency workforce. This role will work closely with Head of Agency Transformation and Strategy, agency management, and cross-functional teams to craft and drive effective strategies to implement various agency programme, including recruiting high-potential individuals with entrepreneurial aspirations, nurturing their growth, and guiding them toward building successful and sustainable careers as financial entrepreneurs.

Key Responsibilities:

1. Agency Transformation Strategy:

  • Help develop and manage the long-term agency transformation roadmap to align with the organization's overall business objectives.
  • Identify key focus areas for improvement, such as compensation revamp, compensation and agency structure related enhancement, agent capability upgrade, performance management, and technology enablement.
  • Utilize data and analytics to track agency development, and identify opportunities for further expansion and resource optimization.
  • Collaborate with stakeholders to define transformation goals, milestones, and success metrics.
  • Support Head of Agency Transformation and Strategy on different initiatives to drive agency development, engagement and culture change
  • Drive and execute different process improvements and change management relating to workflows and processes

2. Entrepreneurial Young Talent Development Programme:

  • Work closely with Head of Agency Transformation and Strategy to redesign and revamp an Entrepreneurial Young Talent Development Programme, transforming it into a modern, impactful development platform.
  • Lead the end-to-end design of the programme, including structure, content, and execution strategies, to attract and nurture top-tier young talent.
  • Foster a collaborative ecosystem where participants can learn from peers, mentors, and alumni.
  • Collaborate with stakeholders to integrate innovative tools, such as digital platforms, social media, gamified assessments, personalized learning modules, and mentorship frameworks.
  • Oversee the implementation and execution of the revamped programme, ensuring its success through measurable outcomes and continuous improvements.

3. Agency Value Proposition:

  • Facilitate discussions to gather insights and feedback from various stakeholders on the agency’s unique strengths and value-add, and synthesize key points for Head of Agency Transformation and Strategy
  • Ensure alignment on the core elements of the agency value proposition among internal key stakeholders
  • Manage communication and evaluate consistent delivery of the value proposition across the agency network.
  • Execute implementation plans to operationalize the agreed-upon value proposition
  • Monitor the performance and impact of the value proposition, and make necessary adjustments based on market feedback and changing customer needs

Qualifications and Experience:

  • 8+ years of experience in the insurance industry, with a strong background in agency distribution and transformation initiatives.
  • Proven track record of designing and executing large-scale development programme or initiatives
  • Deep understanding of agency management and experienced in utilizing data analytics to drive decision-making, assess effectiveness and identify areas for improvement.
  • Leadership qualities to drive initiatives independently and lead cross-functional projects.
  • Effective communication and stakeholder management skills, with the ability to influence and collaborate at all levels of the organization.
  • Relevant educational background in business, technology, or a related field.

Job Category:

Sales - Distribution Support

Posting End Date:

30/12/2025

Similar Jobs

Citadel Securities Logo Citadel Securities

Quantitative Developer/Research Engineer

Information Technology • Software • Financial Services • Quantitative Trading
In-Office or Remote
7 Locations
1900 Employees
250K-350K Annually

MongoDB Logo MongoDB

Account Executive

Big Data • Cloud • Software • Database
Easy Apply
Remote or Hybrid
Hong Kong
5550 Employees

TransUnion Logo TransUnion

Senior Project Manager

Big Data • Fintech • Information Technology • Business Intelligence • Financial Services • Cybersecurity • Big Data Analytics
Remote or Hybrid
Hong Kong
13000 Employees

SailPoint Logo SailPoint

Sales Executive

Artificial Intelligence • Cloud • Sales • Security • Software • Cybersecurity • Data Privacy
Remote or Hybrid
Hong Kong
2461 Employees
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company
Toronto, Ontario
499 Employees

What We Do

A UK company, Sun Life Financial of Canada is focused on building excellent customer service by offering the highest levels of customer care. We have been serving customers in the UK for over 100 years

Similar Companies Hiring

Granted Thumbnail
Mobile • Insurance • Healthtech • Financial Services • Artificial Intelligence
New York, New York
23 Employees
Scotch Thumbnail
Artificial Intelligence • eCommerce • Fintech • Payments • Retail • Software • Analytics
US
35 Employees
Kepler  Thumbnail
Fintech • Software
New York, New York
6 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account