Manager, Sales Performance Management
Sales Performance Management Lead
Responsibilities: Lead the Sales Performance Management function in budget control, sales incentive management & sales performance reporting for Swiss Privilege Business. Align planning, forecasting and budgeting initiatives with business objectives. Manage sales analytics/tracking, and delivery of all sales performance reports. Enhance the manner in which data is collected and reported, including sales automation solutions. Prepare proposal for sales campaign/special request etc. by performing financial modeling, scenario & sensitivity analysis, and design of related validation criteria. Perform monthly reconciliation on all accounting entries for Distribution unit, and monitor the expense position against budget. Administer contract with external vendors, from negotiation, documentation to approval. Generate regular sales campaign evaluation/validation reports for Sales Management's review, include benefit & payment tracking. Support annual budget review & business planning. Assist in the identification of solutions and technologies that drive sales efficiency & business growth. Support annual sales planning and compensation review for Swiss Privilege. Prepare annual sales planning deck, include market insights, data collection, performance analysis and actions to achieve goals. Participate in annual sales compensation review, include competitor/gap analysis, income projection and cost modelling. Maintenance & enhancement of guidelines & procedures for Swiss Privilege. Development and ongoing review of sales performance guidelines & procedures for the objective of meeting both regulatory and internal requirements. Ongoing review of current business rules, process/workflow for continuous process improvement. Assist in Change Management process to build organizational understanding of proposed changes, establish support from key stakeholders, and effectively implement new deployment/models.
Qualifications: University graduate, preferably in Finance, Economics or Business related disciplines. Min 10 years working experience, with 3 years at management level in Insurance industry. Proven and successful experience in managing a cross-functional team for achievement of sales objectives and targets. Demonstrate strong business acumen and have proven planning skills and executive presence. Ability to analyze complex information and data, translating findings into actionable deliverables or strategies. Good understanding of life underwriting & policy servicing process. Working knowledge of life AS400 would be an advantage. Proficiency in the use of Excel, PowerPoint and MS Word. Details oriented, with good analytical & problem-solving ability. Positive winning attitude, ability to maintain composure in stressful and uncertain situations.
About AXA Hong Kong and Macau: AXA Hong Kong and Macau is a member of the AXA Group, a leading global insurer with presence in 50 markets and serving 95 million customers worldwide. Our purpose is to act for human progress by protecting what matters. As one of the most diversified insurers in Hong Kong, we offer integrated solutions across Life, Health and General Insurance. We are the largest General Insurance provider and a major Health and Employee Benefits provider. Our aim is to not only be the insurer to provide comprehensive protection to our customers, but also a holistic partner to the individuals, businesses and community we serve. At the core of our service commitment is continuous product & service innovation and customer experience enrichment, which is achieved through actively listening to our customers' needs and leveraging and investing in technology and digital transformation. We embrace our responsibility to be a driving force against climate change and a force for good to create shared value for our community. We are committed to integrating environmental, social and governance factors across our business and strive to contribute to a sustainable future through 3 distinct roles - as an investor, an insurer and an exemplary company. AXA is an equal opportunity employer. We are committed to promoting Diversity and Inclusion (D&I) by creating a work environment where all employees are treated with dignity, respect, and where individual differences are valued. We welcome and treasure diverse profiles to join our big family, and to build an inclusive culture together which allows everyone to maximise their personal potential. Our people strategies are designed to enhance employee well-being and professional growth, ultimately empowering them to excel within the company.