Director, Digital Sales & Advisory Journey

Sun Life; Hong Kong; On-site; HKD 1,000,000 - 1,800,000; Full time

Job summary

Sun Life is seeking a Sales & Advice Journey Owner, Director, Digital Distribution to lead the delivery and continuous improvement of the Sales Advisory journey across Asia from the Hong Kong office.You will drive electronic Financial Needs Analysis and Point of Sale innovations, align with Distribution strategy, and coordinate with markets to improve Client, Advisor and business outcomes.

The role requires 10+ years in insurance or financial services, strong experience in digital product

Qualifications

• Bachelor degree in commerce or finance related.
• 10+ years of experience in insurance, banking, financial services or digital product management.
• Experience managing digital products, customer journeys or distribution transformation initiatives.
• Strong understanding of sales, advisory or customer-facing digital journeys.
• Experience working with Technology, Operations, Data & Analytics and business stakeholders.
• Knowledge of Agile delivery, digital platforms and performance analytics preferred.

Responsibilities

• Maintain a two year plan for electronic Financial Needs Analysis and Point of Sale. Keep journey design, capability roadmaps, measures and delivery priorities current.
• Maintain a clear set of measures for the Sales Advisory journey. Review Client, Advisor, operational, technology, quality and risk information to identify where the journey is not performing as expected.
• Manage the agreed product roadmaps and prioritised work for electronic Financial Needs Analysis and Point of Sale. Turn journey needs into clear business requirements and work with delivery teams & markets through design, testing, release readiness, market implementation and adoption.
• Work with regional and market Distribution, Product, Operations, Technology, Data and Analytics, Client Experience, Risk and Compliance teams to deliver the agreed journey plan.

Skills

Roadmap management

Stakeholder management

Data-driven

Digital product

Cross-functional

Communication

Problem solving

Agile delivery

Education

Bachelor degree in commerce or finance

Tools

Agile delivery tools

Data analytics platforms

Job description

Sun Life is seeking a Sales & Advice Journey Owner, Director, Digital Distribution to lead the delivery and continuous improvement of the Sales Advisory journey across Asia from the Hong Kong office.You will drive electronic Financial Needs Analysis and Point of Sale innovations, align with Distribution strategy, and coordinate with markets to improve Client, Advisor and business outcomes.

The role requires 10+ years in insurance or financial services, strong experience in digital product