Bancassurance Growth Lead — Regional Strategy & Coaching

Prudential Hong Kong; Hong Kong; On-site; HKD 800,000 - 1,200,000; Full time

Job summary

Prudential Hong Kong is seeking a senior sales leader to collaborate with SCB sales management, plan Bancassurance strategies, and drive regional KPIs. The role focuses on delivering sales productivity, managing quality targets, and influencing bank partners to achieve balanced product mix.

You will guide RMs and ISs, coach teams, and ensure compliant, customer‑centric outcomes. Ideal candidates bring 7+ years in insurance or banking sales, with at least 2 years in sales management, excellent

Qualifications

• Minimum 7 years of experience in insurance or banking sales
• At least 2 years in a sales management role
• Ability to influence and drive sales strategies
• Excellent written and spoken English and Chinese
• Strong analytical and planning skills

Responsibilities

• Collaborate with and work closely with SCB ISTM and sales management, to plan and develop the sales strategy for SCB Bancassurance sales to achieve or exceed annual sales target of his/her assigned region/branches whilst conforming to company and regulatory standards.
• Conduct customized field coaching or workshops to SCB sales staff (RM, IS) on areas including but not limited to selling techniques, underwriting sharing, objection handling, product features and prospecting etc, to support them in achieving insurance sales objectives.
• As a focal point to handle PRU policy related enquires from bank frontlines and facilitate after sales services through liaison with internal colleagues.
• Participate in pre-sales case study and discussion with SCB sales staff to plan for an effective deal closure, in particular H&P, mega and complicated cases.
• Analysis sales performance of his/her assigned region/branches and provide strategic recommendation to management in business and initiatives planning.
• Establish good, influencing and trustworthy relationship with SCB sales management and sales staff and internal stakeholders.
• Follow up and facilitate after-sales policy issuance through liaison and discussion on resolving underwriting enquiries or requirements with SCB sales staff and PRU underwriters.

Skills

Influencing skills

Communication skills

Presentation skills

Problem solving

Excel

Education

Degree holder or equivalent

Tools

Excel

Job description

Prudential Hong Kong is seeking a senior sales leader to collaborate with SCB sales management, plan Bancassurance strategies, and drive regional KPIs. The role focuses on delivering sales productivity, managing quality targets, and influencing bank partners to achieve balanced product mix.

You will guide RMs and ISs, coach teams, and ensure compliant, customer‑centric outcomes. Ideal candidates bring 7+ years in insurance or banking sales, with at least 2 years in sales management, excellent