IVS Distribution Business Development, Consultant

aia; Hong Kong; On-site; HKD 900,000 - 1,200,000; Full time

Job summary

AIA in Hong Kong seeks a seasoned district business strategist to drive agency performance, KPI delivery, and sales development across the district portfolio. You will translate corporate strategy into actionable plans, manage forecasts, and lead KPI-driven initiatives with KPI specialists to improve penetration and upselling.

Required is a bachelor’s degree and 8+ years in insurance distribution or agency management; strong influence, analytics, and communication skills are essential to elevate

Qualifications

• Bachelor’s degree in Business Administration, Marketing, Finance, Economics, or related field.
• 8+ years in insurance distribution, agency sales management, business development, or performance management.
• Proven ability to influence agency leaders and drive KPI and sales adoption.
• Strong analytical and presentation skills; proficient in dashboards.

Responsibilities

• Translate strategy into action plans at district level.
• Own end-to-end KPI results and drive corrective actions.
• Prepare forecasts and highlight risks and opportunities.
• Lead district planning cycles and align resources.
• Coordinate KPI specialists to deliver targeted solutions.

Skills

Stakeholder influence

KPI delivery

Strategic planning

Sales management

Data analysis

Education

Bachelor’s degree

Tools

Microsoft Office

Excel

PowerPoint

Job description

Create connections that move people and business forward.

At AIA, your customer insight, commercial expertise and ideas can contribute to our Purpose of helping millions of people live Healthier, Longer, Better Lives. Across our diverse markets, you will take on meaningful challenges, collaborate with talented colleagues and turn insight into engaging experiences, trusted relationships and sustainable growth for our customers and communities.

Join us to shape how people engage with health, wellbeing and protection, grow through new experiences and extend your impact across Asia.

About the Role

To be influencer of agency force who offer business advice and formulate business solutions with the support from subject matter (KPI) specialists, dedicated to progress agency business performance on CS members IVS upselling and accomplish business goals.

Customer Centricity - 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.

Responsibilities:

District Business Strategic Planning & KPI Delivery

• Execute corporate business initiatives at district level by translating strategy into clear action plans, timelines, and deliverables
• Own end-to-end performance management for assigned agency portfolio: track KPI results, diagnose gaps, and drive corrective actions using dashboards and business reports
• Prepare regular business forecasts and performance updates; highlight risks/opportunities and recommend specific actions to accelerate results
• Lead district business planning cycles (monthly/quarterly): set priorities, align resources, and ensure disciplined follow-through to achieve agreed targets
• Identify district-level challenges and execute improvement initiatives to support overall agency business growth
• Coordinate and deploy subject matter (KPI) specialists to deliver targeted solutions (e.g., sales focus, product penetration, upselling), ensuring timely implementation and measurable impact

Agency Development & Sales Execution

• Act as a key influencer to drive agency engagement and execution of corporate direction
• Maintain proactive communication cadence with agency leaders and front-line agents; consolidate feedback and convert insights into actionable business recommendations
• Drive adoption of sales activity management routines (pipeline building, case tracking, follow-up discipline) to improve productivity and conversion
• Design and execute development programs (workshops, coaching sessions, field support) to strengthen capability in sales process, product knowledge, and consultative selling
• Partner with internal stakeholders to plan and deliver initiatives that improve agent activation and performance within the assigned portfolio

Business Quality Assurance & Risk Management

• Monitor and enforce professionalism, sales conduct, and compliance standards; identify issues early and implement remediation actions
• Support risk management practices by ensuring sales activities and documentation meet required governance and regulatory requirements

Others

• Obtain and maintain relevant licenses as required for regulated activities·
• Perform other responsibilities and duties periodically assigned by immediate manager in order to meet business requirements.

Requirements:

• Bachelor’s degree in Business Administration, Marketing, Finance, Economics, or a related discipline
• Minimum 8 years of relevant experience in insurance distribution, agency sales management, business development, or performance management; experience supporting an agency force is highly preferred
• Proven ability to influence agency leaders and drive adoption of business initiatives to achieve KPI and sales targets
• Strong business acumen with solid analytical skills (e.g., interpreting dashboards, identifying performance gaps, and recommending corrective actions)
• Demonstrated capability in planning and execution, including prioritization, stakeholder alignment, and disciplined follow-through
• Effective communication, negotiation, and presentation skills, with the ability to translate insights into clear, actionable recommendations
• Strong problem-solving, organization, and time-management skills with high attention to detail
• Collaborative team player with a proactive mindset and a strong commitment to excellence
• Proficient in Microsoft Office (Word, Excel, and PowerPoint); ability to prepare business reports, forecasts, and presentation materials
• Able to obtain and maintain all relevant licenses required for regulated activities (e.g., IA Papers 1, 2, 3 and MPFA Paper 4)

Build a career with us as we help our customers and the community live Healthier, Longer, Better Lives.

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.