Business Planning, Brokerage & IFA Distribution, Principal

aia; Hong Kong; On-site; HKD 900,000 - 1,400,000; Full time

Job summary

AIA in Hong Kong is seeking a seasoned professional to join the Marketing, Distribution & Partnership team, delivering customer-centric outcomes and driving brand messaging across channels. The role requires end-to-end ownership, collaboration with internal teams, and the ability to manage relationships with brokers and partners while maintaining high-quality analytics and reporting.

You'll help plan business priorities, support meetings, and contribute to a healthy, sustainable customer journey

Qualifications

• University graduate with 8+ years of relevant experience in life insurance or related fields.
• Strong data analytics and numerical literacy.
• Proficient in PowerPoint and Excel with solid reporting capabilities.
• Excellent communication skills in English and Chinese, both written and spoken.

Responsibilities

• Support business planning through projecting sales inflow and tracking metrics.
• Coordinate partnerships/meetings and prepare materials with follow-up actions.
• Estimate and control departmental budget; assist in annual strategic budgeting.
• Build and maintain relationships with broker partners and counterparts.
• Collaborate with marketing, product, operations and digital teams on initiatives.
• Review workflows to improve service levels and efficiency.
• Consolidate key notes and manage the related library.
• Assist direct manager on ad-hoc assignments or projects.

Skills

Data analytics

Budgeting

Presentation skills

Stakeholder management

Bilingual English/Chinese

PowerPoint

Excel

Education

Bachelor's degree

Job description

At AIA we've started an exciting movement to create a healthier, more sustainable future for everyone.

It's about finding new ways to not only better people's lives, but to better the communities and environments we live in. Encompassing our ambition of helping a billion people live Healthier, Longer, Better Lives by 2030.

And as part of our marketing, distribution & partnership team, you'll play a vital part in advancing this movement. From inspiring meaningful connections with customers, partners and other stakeholders, to delivering purpose-led brand positioning and messaging, you'll be making a positive, healthy impact across all channels. You will have a unique and important part to play in helping more people live Healthier, Longer, Better Lives.

So if you believe in inspiring a better future, read on.

About the Role

This role contributes to the delivery of customer outcomes that are reliable, thoughtful, and create meaningful impact for customers and society. The role holder is expected to embed a customer first mindset in all decisions and actions by developing a clear understanding of customer needs, taking end to end ownership to resolve issues, and working collaboratively across teams to continuously enhance the customer journey-both directly and indirectly.

Roles and Responsibilities:

1. Support business planning process through projecting sales inflow, tracking sales metrics progress, providing input on data analytical and business update
2. Responsible for coordinating partnerships/ business meetings and meeting material, facilitate meetings and follow up on post meeting actions
3. Estimate and control departmental budget and expense, support and involve in annual strategic budget planning process
4. Build good relationship and maintain effective working relationship with broker partners' counterparts
5. Actively participate and work closely with internal teams (marketing/ product/ operations/ digital) to work on and drive related initiatives to meet the needs of the business
6. Continuously review workflow to streamline and shorten TAT in order to uplift service level and efficiency
7. Consolidate important notes/information and manage the related library
8. Support and assist direct manager on ad-hoc assignments or projects

Minimum Job Requirements:

1. University graduate with at least 8 years of relevant experience preferably with 2 years in selling life insurance. Knowledge in Universal Life is a plus
2. Well versed with numbers and data analytic
3. Literacy in powerpoint, excel and reporting
4. Good spoken and written English and Chinese
5. Good communication and presentation skills
6. Able to produce work with excellent quality and high level of accuracy
7. Self-motivated and able to work under pressure and with flexibility

Others:

• You are preferred to obtain the license of Insurance Authority (IA) (Paper 1, 3 and 5)
• You are required to acquire the relevant license(s) if your job involves regulated activities

You must provide all requested information, including Personal Data, to be considered for this career opportunity. Failure to provide such information may influence the processing and outcome of your application. You are responsible for ensuring that the information you submit is accurate and up-to-date.