Description
The Associate Director of Agency Transformation and Strategy will support and execute strategic initiatives to optimize the agency distribution model and enhance the productivity and effectiveness of the agency workforce.
Key Responsibilities:
- Agency Strategy & Transformation:
+ Support formulation and execution of agency strategic initiatives to drive sustainable growth in production and headcount + Conduct market intelligence and competitive benchmarking + Drive transformation projects across agency structure, productivity, and recruitment quality
- KPI Management & Performance Tracking:
+ Develop and maintain agency KPI framework + Perform regular performance tracking, analysis, and insight generation for management review + Prepare business performance reports and presentations for senior management and Regional Office + Identify performance gaps and recommend actionable improvement initiatives
- Compensation Framework & Revamp:
+ Support design, review, and enhancement of agency compensation schemes + Conduct impact analysis and financial modeling for compensation changes + Ensure alignment with business strategy, productivity improvement, and cost efficiency + Work closely with Finance, HR, and Compliance on implementation and governance
- Agency Promotion & Career Progression Framework:
+ Review and enhance promotion criteria across different agency levels + Monitor promotion performance and ensure sustainability of leadership pipeline + Develop structured progression pathways to support talent development from advisor to leadership roles
- Healthy Agency Development:
+ Drive initiatives to improve agency quality, recruitment quality vs quantity, and manager capability and retention + Support structured programs (e.g., onboarding, training, leadership development) + Ensure alignment with Asia Operating Guidelines and governance requirements
- Stakeholder Management:
+ Collaborate with Zone Heads & DOAs, Finance, HR, Compliance, Marketing, and Regional Office stakeholders + Act as a strategic partner to translate business needs into actionable frameworks and policies
Qualifications and Experience:
- 8+ years of experience in the insurance industry, with a strong background in agency distribution and transformation initiatives
- Proven track record of designing and executing large-scale development programs or initiatives
- Deep understanding of agency management and experienced in utilizing data analytics to drive decision-making, assess effectiveness, and identify areas for improvement
- Leadership qualities to drive initiatives independently and lead cross-functional projects
- Effective communication and stakeholder management skills, with the ability to influence and collaborate at all levels of the organization
- Relevant educational background in business, technology, or a related field