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PD Sales Planning Senior Specialist / Chuyên Viên Cấp Cao Hoạch Định Kinh Doanh Kênh Hợp Tác

Own Bancassurance incentive planning and execution with bank partners.
Ho Chi Minh City, Vietnam
Senior
22 hours agoBe an early applicant
Prudential plc

Prudential plc

Provides life and health insurance, retirement, and asset management services primarily across Asia and Africa.

3 Similar Jobs at Prudential plc

Bancassurance Incentive Program Manager

Prudential's purpose is to be partners for every life and protectors for every future. Our purpose encourages everything we do by creating a culture in which diversity is celebrated and inclusion assured, for our people, customers, and partners. We provide a platform for our people to do their best work and make an impact to the business, and we support our people's career ambitions. We pledge to make Prudential a place where you can Connect, Grow, and Succeed.

This role is responsible for the day-to-day planning, administration, and execution of Bancassurance incentive programs. Key responsibilities include coordinating with internal teams and bank partners to implement incentive schemes, monitoring incentive spending and compliance, preparing and delivering sales and performance reports, managing incentive communications, and ensuring timely execution of contests, payments, promotions, and trips. The role also supports ongoing analysis of program results and provides practical recommendations for operational improvements.

Responsibilities:

  • Conduct the incentives planning process with internal Distribution, Bank Partners, HR and Finance team to design Bancassurance incentives plan and get approval.
  • Keep track and manage all incentives spending under approved budget and ensure compliance requirements.
  • Initiate and manage the communication plan of incentives to maximize the impact of sales incentive program/activities.
  • Build reports that keep up to date records of sale and quality performance.
  • Handle queries/requests/issues related to Incentives/Reports from Salesforce, Bank Partners.
  • Work with relevant stakeholders to ensure the timely delivery of contest memorandum/contest results, contest updates payment, promotion, and trip execution.
  • Regularly analyze the effectiveness of contests proven by data, business insight and propose solution for improvements in Working committees, Steering committees with Bank Partners.
  • Others: assigned by Line Manager from time to time.

Requirements:

  • Bachelor's Degree, major in Economics/Business Administration/Banking & Finance.
  • At least 2 years experiences of working in Insurance/Financial/ Banking.
  • Be able to work with details and good analytical skills to deal with large amounts of complex data, sales projection worksheet.
  • Proficient in MS Word/Excel/Powerpoint.
  • Good English (especially business writing).

Prudential is an equal opportunity employer. We provide equality of opportunity of benefits for all who apply and who perform work for our organisation irrespective of sex, race, age, ethnic origin, educational, social and cultural background, marital status, pregnancy and maternity, religion or belief, disability or part-time / fixed-term work, or any other status protected by applicable law. We encourage the same standards from our recruitment and third-party suppliers taking into account the context of grade, job and location. We also allow for reasonable adjustments to support people with individual physical or mental health requirements.

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PD Sales Planning Senior Specialist / Chuyên Viên Cấp Cao Hoạch Định Kinh Doanh Kênh Hợp Tác
Ho Chi Minh City, Vietnam
Sales
About Prudential plc
Provides life and health insurance, retirement, and asset management services primarily across Asia and Africa.