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 description (heading) / Description du poste (titre)
- This position will lead and manage the business enablement & initiatives function for the Life & Health business.
- Drive process improvement initiatives, system enhancements, and change management efforts to optimize business operations and support business growth strategies.
Preferred skills (heading) / Compétences particulières (titre)
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Strong understanding of life insurance products, operations, distribution, and client experience.
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Proven experience in managing strategic initiatives, digital transformation, and agency or broker campaigns.
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Expertise in supporting Agency projects and operational strategies.
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Demonstrate boldness and confidence in addressing challenges and making independent decisions within defined risk parameters.
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Proactively identify, analyze, and resolve complex business problems, ensuring alignment with strategic objectives.
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Apply critical thinking to evaluate alternative solutions and implement the most effective course of action.
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Collaborate with cross-functional teams to address multi-faceted issues and drive consensus.
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Continuously refine problem-solving approaches to adapt to changing business needs and deliver impactful results.
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Exhibit resilience and resourcefulness when managing competing priorities and tight deadlines.
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Proficient in English and Chinese (Mandarin is an advantage).
Qualifications (heading) / Compétences (titre)
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Bachelor’s degree in business administration, marketing, or related field (advanced degree preferred).
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8+ years of experience in leading strategic projects, agency or broker campaigns and initiatives.
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PMP or Lean Six Sigma certification preferred.
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Knowledge of system development lifecycles (Scrum, Agile, Waterfall).
Responsibilities (heading) / Responsabilités (titre)
Digital Projects & Transformation:
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Lead digital initiatives such as Broker API and EODB activities to enhance efficiency and client/distribution experiences.
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Identify and implement advanced technologies to streamline workflows and improve user experiences.
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Analyze industry trends to identify innovative digital opportunities and align strategies with market demands.
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Collaborate with IT and stakeholders to integrate digital tools into business processes.
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Support the execution of ad-hoc digital projects to achieve strategic goals.
Agency Value Proposition (AVP):
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Support in AVP initiatives to enhance advisor engagement, recruitment, and retention.
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Partner with agency leaders to identify needs and develop tailored solutions for advisors.
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Highlight strengths, culture, and focus areas through tools like storytelling videos and AVP-specific content.
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Collaborate with distribution channels to refine AVP strategies and address advisor needs effectively.
Strategic Initiatives (Non-Digital):
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Analyze internal processes and industry standards to identify opportunities for growth and efficiency improvements.
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Gather feedback from business partners and clients to propose innovative solutions for client satisfaction and business growth.
Performance Optimization:
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Establish KPIs and metrics to track the performance of strategic projects, including AVP.
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Analyze data and deliver actionable insights to drive business growth and operational efficiencies.
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Continuously monitor and optimize performance to ensure superior results for stakeholders.
Change Management:
- Implement change management strategies to support operational shifts and project execution.
- Communicate effectively with stakeholders to ensure alignment and buy-in for changes.
- Provide training and address resistance to ensure smooth transitions.
- Align change initiatives with organizational objectives and client/distribution needs.
We offer 5-day work, attractive salary, MPF, group life and group medical insurance; and excellent career development opportunities to the right candidate.
We are an equal opportunity employer and welcome applications from all qualified candidates. Application forms and resume will be kept for a period of 24 months after completion of the recruitment process. (All information will be held in strict confidence and only be used for recruitment purpose).
Job Category:
Business Analysis - Process
Posting End Date:
30/12/2025
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