Team Lead, Sales Effectiveness and Enablement - Hang Seng Insurance - Hang Seng Bank(HK)

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Insurance

Hang Seng Bank was one of Hong Kong's bancassurance pioneers with insurance business footprint started since 1965. Over the years, Hang Seng Bank has been committed to serve its customers by providing full spectrum of insurance products including Life Insurance manufacturing, distribution of General Insurance and Medical products, and MPF business.

Insurance is a fast-growing business and is one of the key drivers of Hang Seng Bank. As a well-established insurance entity, we take care of every need of our customers with an optimized service excellence through the Bank’s retail and commercial network, with a dedicated team of professionals in place.

Principal Responsibilities

He/She will lead the Distribution Sales Strategy & Planning function within the Channel Performance Management team and partner closely with the Distribution Heads and key business stakeholders to drive distribution performance, strengthen sales productivity and support the delivery of HSIC’s business ambitions. Focus areas include:

Focus Area: 

• Distribution Planning & Business Alignment
  Lead the development and execution of Distribution business plans, sales priorities and performance objectives across Retail, HNW, Broker and Digital channels. Partner with Distribution Heads to ensure business plans, sales targets and commercial initiatives are aligned with HSIC’s overall growth strategy and financial commitments.
• Distribution Performance Management
  Establish a robust performance management framework to monitor business performance against sales plans, productivity KPIs and strategic priorities. Lead regular business reviews to identify opportunities, emerging risks and performance gaps, providing actionable recommendations to accelerate business growth.
• Sales Productivity & Commercial Excellence
  Drive initiatives to improve frontline sales productivity, sales effectiveness and channel performance through data-driven insights and commercial analysis. Lead productivity deep-dives across channels, identify best practices and work with business stakeholders to implement initiatives that enhance sales capability, penetration and commercial outcomes.
• Sales Planning & Performance
  Lead the governance of annual sales planning, business forecasting, target setting and performance tracking across Distribution
• Executive Insight & Decision Support
  Lead the preparation of executive dashboards, Monthly Business Reviews, Board papers, strategic presentations and management reports. Deliver commercial insights, scenario analysis and business recommendations to support timely decision making by the Distribution Leadership Team
• Commercial Partnership
  Partner closely with Distribution, Product, Finance, Marketing, Operations, Risk, Distribution Solutions, Insurance Academy and Case Management teams to ensure effective execution of commercial priorities and delivery of business objectives
• Leadership
  Lead, coach and develop the Sales Strategy & Planning team to build strong commercial capability, analytical excellence and a high-performance culture. Foster collaboration, innovation and continuous improvement across the team

Requirements

• University degree preferably in Business Administration, Finance, Economics, Insurance or related discipline
• Minimum of 8 years' working experience in the banking and/or insurance company, preferably with strategy and planning, sales analytics experience
• Great sense of ownership and servicing mindset to ensure efficient and effective customer service processes, with the ability to work independently and under pressure
• Good knowledge of banking business, with strong business acumen and numerical sense. Experience in insurance business is advantegeous
• Self-driven, with the ability to solve problems with conceptual and analytical capabilities to deal with ambuiguities
• Strong communication and interpersonal skills to negotiate and manage relationship with internal and external stakeholders
• Understanding of sales pipeline management and forecasting
• Proficiency in MS Office, Access for data analysis and presentation purposes
• Excellent written, presentation, interpersonal, analytical and communication skills & high proficiency in English, Chinese and Putonghua