Head of Sales Strategy, TD

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About the Role

Responsible for developing strategic plans at group, entity, or function level to ensure continued success of growth and profitability

Position Objective: The role is responsible in designing and executing Tied Distribution's Sales Strategy & Campaign, managing Tied Agency's expense budget & lead TD's data & analytics team

Roles and Responsibilities:

Sales Strategy & Campaigns
. Lead the team to design, develop (including business proposals & projections) and execute Tied Distribution's Sales Campaign within the allowable P&A budget
. Chairs and facilitates the Sales Challenge Task Force (Location Heads and SDOAs) for the design and execution of sales campaign
. Evaluate the effectiveness in the Sales Campaign and incorporate key learnings from previous campaigns to improve the effectiveness of future campaigns
. Responsible for the fulfillment of the Sales Campaign (payment, vendor management for goods delivery & taxation)
. Responsible for the appeal framework & execution of appeal process
. Allocates the VONB target and monthly phasing to the sales teams

Budget Management
. Responsible for expense budgeting for Tied Agency (GOE and P&A)
. Collaborate with all the Tied Agency cost center owners (Recruitment, SBQ, TD Ops, BIO, Sales Team, HNW & Strategy) for the budget allocation and tracking of expenses
. Preparation and reconciliation of financial spending through monthly accruals for Tied Agency

Data & Analytics
. Lead the team to provide automated tracking of Sales Campaigns & incorporate onto iSMART+
. Align production data sources, documenting and sharing one source of truth
. Implement best practices / Alteryx workflows standards
. Provide data driving insights in the decision making behind the Sales Campaign mechanisms
. Lead deep-dive data analyses in TD's historical performance and make recommendations
. Lead TD Strategy's resources for data transformation & visualization
o Develop and maintain workflows for business performance reporting
o Create and maintain insightful dashboards for management & sales team for actionable insights
o Automate reporting for the users in TD Strategy

Lead and manage a team of 5
. Foster a collaborative and high-performance team culture aligned with organizational goals.
. Ensure effective communication and alignment of team objectives with broader Tied Distribution strategy.
. Provide guidance, mentorship, and performance management to team members.
. Support professional development and continuous learning opportunities for team members.

Minimum Job Requirements:
Education & Experience
. A Bachelor's degree
. At least 8 to 10 years of experience in Life Insurance preferably in Agency channel management

Specific Skills (Knowledge, skills and competencies/ abilities)
. Knowledge of life insurance industry
. Strong business acumen skills with analytical curiosity with an eye for detail to make recommendations.
. Proficient in Microsoft Excel, PowerPoint, data analytics and visualization tools like Tableau/PowerBI is required
. Proficient in data transformation using SQL or low/no code tools (eg. Alteryx)
. Proficient communications skills to effectively explain policies with Tied Distribution force and internal stakeholders
[AIA - INTERNAL]
. Self-learner and hands on to trouble shoot and problem solved challenges.
. Excellent interpersonal and people management skills

Believe in better with AIA.If you work at AIA, you play an important part in this movement. Which is why we give you every opportunity to learn, grow and shape your career - your way!

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