Assistant Manager, Agency Segmentation Development, Incentives & Campaign

Sun Life; Hong Kong; On-site; HKD 600,000 - 900,000; Full time

Job summary

Sun Life is seeking an experienced channel and campaigns professional in Hong Kong to drive agency campaigns and recognition activities. You will coordinate communications, monitor performance and ROI, and work with internal teams and partners to ensure timely delivery.

The role requires 6–8 years in agency operations or sales management within financial services, with strong analytical and presentation skills and fluency in English. A dynamic, high-performance culture awaits.

Qualifications

• Bachelor's degree in business or related field is required.
• 6–8 years in agency development, sales management, incentives or campaigns.
• Experience in insurance/financial services is preferred.

Responsibilities

• Support planning and execution of agency campaigns and recognition programs.
• Coordinate communications, materials and digital communications.
• Monitor campaign performance and ROI; propose improvements.
• Prepare reports and management-ready updates.
• Collaborate with internal stakeholders and external vendors.
• Organize events and MDRT culture development initiatives.

Skills

MDRT programs

Campaign management

Analytical skills

Excel/PowerPoint

Data visualization

Stakeholder management

Communication

Leadership potential

Education

Bachelor's Degree

Tools

Excel

PowerPoint

Data viz tools

Job description

You are as unique as your background, experience and point of view. Here, you'll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do.

At Sun Life, we're driven by our Purpose: helping our Clients achieve lifetime financial security and live healthier lives. Our values shape how we work: caring, authentic, bold, inspiring, and impactful.

When you join Sun Life, you'll work with passionate colleagues and empowering leaders who support your growth and celebrate your contributions, so you can make a meaningful difference in our Clients' lives.

Discover how you can make a difference in the lives of individuals, families and communities around the world.

Job Description:

Support the planning and execution of agency campaigns, incentive programs, recognition initiatives and communication activities to drive agency engagement and business growth. The role will work closely with internal stakeholders and agencies to ensure smooth implementation of various agency segmentation development and initiatives.

Responsibilities

• Support the planning and execution of agency segmentation initiatives, incentive programs, promotional campaigns and recognition activities.
• Coordinate agency communications, including emails, presentations, promotional materials and digital communications.
• Monitor campaign performance, participation rates, and business outcomes, and recommend enhancement strategies to improve effectiveness.
• Conduct post-campaign evaluations and identify key learnings, opportunities, and ROI improvements.
• Coordinate campaign launches, communications, qualification tracking, and fulfillment processes.
• Support the development and promotion of MDRT culture and related development initiatives to strengthen agency engagement and recognition.
• Design and manage recognition programs that reinforce high-performance culture and advisor engagement.
• Assist in organizing agency events, recognition programs and engagement activities.
• Liaise with internal departments and external vendors to ensure timely project delivery.
• Prepare reports, campaign updates and presentation materials for management review.
• Support administrative duties including payment processing, incentive fulfilment, event logistics and record management.

Preferred skills

• Strong knowledge of MDRT programs, sales contests, recognition platforms, and advisor development initiatives is an advantage.
• Solid campaigns and contests management with stakeholder management capabilities.
• Strong business acumen and commercial mindset.
• Excellent presentation, communication, and influencing skills.
• Strong analytical and problem-solving skills with the ability to translate business data into actionable insights.
• Proficiency in Excel, PowerPoint, and data visualization tools.
• Ability to manage multiple initiatives simultaneously in a fast-paced environment.
• Self-motivated, detail-oriented, and results-driven.
• Strong teamwork and leadership potential.

Qualifications

• Bachelor’s Degree in Business Administration, Marketing, Finance, Data Analytics, or related disciplines.
• Minimum 6-8 years of relevant experience in agency development, sales management, incentives, campaigns, agency operations, business analytics, or related fields.
• Experience in insurance, financial services, or agency distribution environments is preferred.

At Sun Life, we cultivate a High-Performance, Caring Culture that empowers our people to achieve outstanding results, embrace continuous growth, and create meaningful impact. We succeed together by fostering an inclusive environment where wellbeing, collaboration, and accountability are equally valued.

Job Category:

Channel Management

Posting End Date:

29/12/2026