Assistant Business Development Manager – Pension Sales

The Assistant Business Development Manager – Pension Sales plays a key role in expanding the company's retirement business, primarily MPF and ORSO schemes, through agency and intermediary channels.

Position Responsibilities:

• Agency & Partner Relationship Management
• Enhance and deepen relationships with agency partners and corporate intermediaries to grow MPF/ORSO business.
• Act as the primary contact for pension-related enquiries, providing timely support, product clarification, and business solutions.
• Identify opportunities within agency networks and develop action plans to capture those opportunities.

• Sales Development, Events & Training
• Plan and coordinate agency events, roadshows, webinars, and training sessions to drive product knowledge, sales skills, and engagement.
• Design and execute incentive programs, contests, and recognition schemes to motivate agents and improve pension sales performance.
• Deliver clear, compliant presentations on MPF/ORSO products, retirement planning concepts, and competitive positioning.

• Client Solutions & Service Support
• Work closely with frontline agents, corporate sales teams, and servicing teams to propose tailored pension solutions based on client needs and risk profiles.
• Support agents in client meetings and pitches, helping to articulate the value proposition of the company's pension offerings versus competitors.
• Ensure high-quality post-sale and ongoing service support, including handling client feedback and maintaining strong client relationships.

• Business Performance & Sales Strategy Execution
• Monitor business KPIs and provide regular updates to management.
• Assist in the formulation and implementation of sales plans, campaigns, and channel strategies aligned with overall pension business objectives.
• Analyze sales data and market feedback to identify gaps, risks, and opportunities, and recommend actions to improve performance.

• Strategic Initiatives & Service Enhancement
• Support management in rolling out new business initiatives, such as new pension products, digital tools, or service enhancements.
• Collaborate with internal stakeholders to ensure smooth implementation and consistent customer experience.
• Help benchmark company service standards against market peers and propose ideas to enhance customer satisfaction and market reputation.

• Culture, Compliance & Professional Standards
• Demonstrate and promote a culture of professionalism, integrity, effectiveness, dynamism, and customer-centricity in all interactions.
• Ensure all activities and communications comply with MPF/ORSO regulations, company policies, and industry guidelines.
• Maintain up-to-date knowledge of regulatory changes, market trends, and competitor moves in the pension/retirement space.

Required Qualifications:

• 1–3 years of experience in financial services, preferably in pension, insurance, or wealth management.
• Strong understanding of MPF and ORSO schemes, Hong Kong retirement system, and basic investment concepts.
• Excellent communication and presentation skills in English, Cantonese, and Mandarin.
• Good relationship management, analytical and problem-solving skills, with a sales-oriented and proactive mindset.
• Ability to work with cross-functional teams and manage multiple initiatives in a fast-paced environment.

Benefits:

• Empowerment to learn and grow in your career.
• Recognition and support in a flexible environment where well-being and inclusion are prioritized.
• Opportunities to shape the future as part of a global team.