Director, Digital Sales & Advisory Journey

Sun Life; Hong Kong; On-site; HKD 1,200,000 - 2,000,000; Full time

Job summary

Sun Life Hong Kong is seeking a Director-level Sales & Advice Journey Owner to deliver innovative digital distribution products across Asia. You will oversee the Sales Advisory journey, including Financial Needs Analysis and Point of Sale, aligning with Distribution strategy to improve client and advisor outcomes.

Based in the Asia Regional Office in Hong Kong, you will partner with markets, technology, data and analytics, risk and operations to maintain roadmaps and drive continuous

Qualifications

• Bachelor degree in commerce or finance related.
• 10+ years in insurance, banking, financial services or digital product management.
• Experience managing digital products and customer journeys.
• Strong understanding of sales, advisory or customer-facing digital journeys.

Responsibilities

• Maintain a two year plan for electronic Financial Needs Analysis and Point of Sale. Keep the journey design, capability roadmaps, measures and delivery priorities current.
• Maintain a clear set of measures for the Sales Advisory journey; review client, advisor and risk information and lead health reviews.
• Manage product roadmaps and prioritised work for electronic Financial Needs Analysis and Point of Sale; translate needs into clear requirements for delivery teams.
• Collaborate with regional and market Distribution, Product, Operations, Technology, Data and Analytics, Client Experience, Risk and Compliance teams to deliver the journey plan.

Skills

Product roadmap management

Stakeholder management

Data-driven decision making

Digital product leadership

Agile delivery

Communication & presentation

Cross-functional collaboration

Education

Bachelor degree in commerce or finance related

Job description

Sun Life Hong Kong is seeking a Director-level Sales & Advice Journey Owner to deliver innovative digital distribution products across Asia. You will oversee the Sales Advisory journey, including Financial Needs Analysis and Point of Sale, aligning with Distribution strategy to improve client and advisor outcomes.

Based in the Asia Regional Office in Hong Kong, you will partner with markets, technology, data and analytics, risk and operations to maintain roadmaps and drive continuous