Senior Manager, Strategic Distribution (Sales Support role)

Transamerica Life Bermuda; Hong Kong; Sur place; HKD 600 000 - 800 000; Plein temps

Résumé du poste

Transamerica Life Bermuda is seeking an experienced Sales Support professional to enable the HNW sales organization. The role partners with Sales, Distribution, Product, Underwriting, Operations, and Compliance to ensure high-service standards, robust governance, and efficient case execution.

You will support complex HNW cases, coordinate with product and risk teams, and drive process improvements to reduce bottlenecks and manual work while maintaining regulatory discipline and exceptional

Qualifications

• Degree holder with professional insurance qualifications.
• 6 years in life insurance, preferably 3 years in the HNW segment.
• Experience supporting sales teams with brokers or bank-led distribution.
• Strong understanding of broker-led and third-party distribution models.

Responsabilités

• Act as a senior support to the team, guiding case progression and issue resolution.
• Coordinate with Product, Underwriting, and Operations to ensure timely execution of complex HNW cases.
• Serve as escalation point for sales-related operational bottlenecks and broker interactions.
• Assist in preparing sales materials, case summaries, and responses for distribution partners.
• Partner with Sales to improve broker experience and service consistency.
• Ensure adherence to company policies, governance, and local regulatory requirements.

Connaissances

Sales support

Stakeholder management

Data analysis

Presentation skills

Regulatory knowledge

Cantonese

English

Mandarin

Formation

Degree holder

Insurance qualifications

Description du poste

The incumbent plays a critical role in enabling the success of the HNW sales organization by providing end‑to‑end sales support, governance oversight, and execution excellence.

The role partners closely with Sales, Distribution, Product, Underwriting, Operations, and Compliance to ensure efficient case execution, high service standards, and strong regulatory discipline, while supporting sustainable business growth.

Responsibilities

• Act as a senior support to the team, providing guidance on case progression, prioritization, and issue resolution.
• Support complex and high‑value HNW cases, coordinating with Product, Underwriting, and Operations to ensure timely and accurate execution.
• Serve as a point of escalation for sales‑related operational or case bottlenecks, ensuring matters are resolved efficiently.
• Support sales teams in working with insurance brokers, private banks, and wealth intermediaries, ensuring service standards and turnaround expectations are met.
• Assist in preparing sales materials, case summaries, and responses required by distribution partners.
• Partner with Sales to improve overall broker experience and service consistency.
• Ensure sales support activities adhere to company policies, internal governance frameworks, and local regulatory requirements (e.g. IA conduct standards, suitability, documentation).
• Work closely with Compliance and Risk teams to support sales governance, reviews, and audit requests.
• Promote a strong risk and control culture across the sales support function.
• Prepare and analyze sales performance reports, pipeline updates, and business dashboards for sales management.
• Track key metrics such as case turnaround time, pipeline health, service KPIs, and broker support metrics.
• Provide insights and recommendations to improve sales productivity and execution quality.
• Lead and drive initiatives to streamline sales support workflows, improve case handling efficiency, and reduce manual processes.
• Identify opportunities for automation, system enhancements, and process standardization.
• Partner with Operations and Technology teams on sales‑related process improvement projects.
• Act as a key liaison between Sales and internal teams, ensuring clear communication, alignment, and accountability.
• Coordinate across Product, Underwriting, Operations, Finance, and Compliance to support business priorities.
• Support senior sales leadership with ad‑hoc analyses, presentations, and business initiatives.

Requirements

• Degree holder and professional relevant insurance qualifications
• 6 years in the life insurance industry preferably 3 years in the HNW segment
• Strong exposure to HNW / private client insurance business and complex case handling.
• Experience supporting sales teams working with brokers or bank‑led distribution.
• Strong understanding of broker‑led and third‑party insurance distribution models, with the ability to apply this knowledge to support business growth and partner engagement.
• Sound knowledge of a broad range of insurance product types, including their structures, features, and appropriate applications.
• Strong presentation capability, with the ability to articulate product features, value propositions, and business concepts clearly and confidently to internal and external stakeholders.
• Ability to leverage data and management information for business analysis, performance monitoring, and decision support.
• Highly developed interpersonal and communication skills, with the ability to build effective relationships across distribution partners and internal stakeholders
• Ability to think creatively and challenge conventional approaches in order to identify improved solutions and opportunities.
• Sound people management and collaboration skills, supporting team effectiveness and capability development.
• Fluency in Cantonese, English, and Mandarin to support effective communication in a diverse business environment.
• Less experience will be considered as Manager, Strategic Distribution

Personal data collected will be used for recruitment purposes.

Personal data of unsuccessful applicants may be retained up to two years only.

Aegon Asia provides equal employment opportunities for employees and applicants throughout the employment lifecycle, including recruitment and selection, promotions, transfers, training and development, compensation and benefits, performance management, disciplinary procedures, Company-sponsored social and recreational programs and termination. No one will be discriminated against because of race, color, religion, sex, age, national origin, sexual orientation, gender identity, pregnancy, family circumstances, physical or mental disability, marital status, participation in the uniformed armed services or any other status protected by law.