Associate Director, Agency Transformation and Strategy

Sun Life Financial; Hong Kong; On-site; HKD 1,100,000 - 1,900,000; Full time

Benefits offered by this job

5-day work

Attractive salary

MPF

Group life

Group medical insurance

Excellent career development

Job summary

Sun Life Financial is seeking an Associate Director of Agency Transformation and Strategy in Hong Kong to lead strategic initiatives that optimize the agency distribution model and improve workforce productivity and effectiveness.

The role collaborates with the Head of Agency Transformation and Strategy, agency management, and cross-functional teams to recruit high-potential individuals, nurture their growth, and guide them toward sustainable careers as financial entrepreneurs.

Qualifications

• 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 programmes or initiatives.
• Deep understanding of agency management and experience using data analytics to drive decisions.

Responsibilities

• Formulation and execution of agency strategic initiatives to drive growth in production and headcount.
• Conduct market intelligence and benchmarking on promotion rules, compensation, and recruitment packages.
• Drive transformation projects across agency structure, productivity, and recruitment quality.
• Develop and maintain agency KPI framework across sales, recruitment, productivity, and quality metrics.
• Prepare business performance reports and presentations for senior management and Regional Office.

Skills

Agency distribution

Transformation initiatives

Data analytics

Leadership

Stakeholder management

Education

Business, technology, or related field

Tools

Data analytics 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

The Associate Director of Agency Transformation and Strategy will be responsible for supporting and executing the strategic initiatives focused on optimizing the agency distribution model and enhancing the productivity and effectiveness of the agency workforce.

This role will work closely with Head of Agency Transformation and Strategy, agency management, and cross-functional teams to craft and drive effective strategies to implement various agency programme, including recruiting high-potential individuals with entrepreneurial aspirations, nurturing their growth, and guiding them toward building successful and sustainable careers as financial entrepreneurs.

Key Responsibilities

1. 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 (e.g., promotion rules, compensation, recruitment packages)
   • Drive transformation projects across agency structure, productivity, and recruitment quality
2. KPI Management & Performance Tracking
   • Develop and maintain agency KPI framework covering: Sales (AFYP), Recruitment (Headcount, Activity Ratio), Productivity & quality metrics
   • 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
3. Compensation Framework & Revamp
   • Support design, review, and enhancement of agency compensation schemes (advisor & manager levels)
   • 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
4. 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
5. Healthy Agency Development
   • Drive initiatives to improve: Agency quality (productive & active agents)
   • Recruitment quality vs quantity
   • Manager capability and retention
   • Support structured programs (e.g., onboarding, training, leadership development)
   • Ensure alignment with Asia Operating Guidelines and governance requirements
6. Stakeholder Management
   • Collaborate with: Zone Heads & DOAs, Finance, HR, Compliance, Marketing, 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 programme 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.

At Sun Life, we’re driven by our Purpose: to help Clients build lifetime financial security and lead healthier lives. Across Asia, 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.

Benefits

• 5-day work
• attractive salary
• MPF
• group life
• group medical insurance
• excellent career development opportunities

We are an equal opportunity employer and welcome applications from all qualified candidates.

Shine together At Sun Life, you can be your most brilliant self. Our supportive, flexible, and inclusive work environment is one where you – and your career – can thrive. Whatever your aspirations, collaborative leaders and colleagues are ready to help you learn, grow, and succeed. Make life brighter We’re a global company with a passion for people. Our purpose is to help Clients achieve lifetime financial security and live healthier lives. As a team of 30,000 across 26 countries, our impact is far-reaching, and locally relevant There’s power in numbers. As part of Sun Life’s growing team, you have an impact on people in your community and around the world. Shape the future With an optimistic eye on a brighter future, we drive to innovate. Be part of leading change, push boundaries and try new ways of working. Use data to drive bold actions. Be agile and pivot as we test and learn. At Sun Life, we’re driving transformation, sustainability and innovation for our Clients, employees, partners, and communities. Join us. Together, we can make the future brighter. Join a top employer for a brighter future.