Executive, Sales Planning

Tan Chong Group; Kuala Lumpur; On-site; MYR 60,000 - 90,000; Full time

Job summary

Tan Chong Group is seeking a Sales Planner who combines sales analytics with pragmatic campaign planning to lift insurance product performance. You will track regional performance across channels, prepare decision-ready reports, and collaborate with sales and marketing to drive front-line results.

You will analyze historical data to spot trends, develop tactical campaigns, and help shape incentive schemes to align with business objectives.

Qualifications

• Min 2 years experience in sales and marketing for insurance industries.
• Strong communication skills and experience engaging senior management and stakeholders.
• Ability to understand and balance stakeholders requirements, whilst continuously challenging the status quo.
• Independent and self-starter.
• Exposure to the motor insurance industry or financial services is an added advantage.
• Strong Excel and PowerPoint skills.

Responsibilities

• Prepare monthly sales report to present to the ETCM top management regarding IBS Insurance renewal performance.
• Prepare regional presentation slide for all the regions immediately after the ETCM NSM meeting for IBS area manager to present to the respective regional manager, HOB and AHOB.
• Update the sales report and breakdown in detail for the premium production from each of the product i.e. New car, Renewal, New Market, GAP and EWP for finance team to present to the IBS Management during the management meeting.
• Keep track on sales report for all the sales channel. i.e. ETCM, TCEAS, TCEC, Call Center and Counter
• Prepare the template for area manager to update their sales commitment for the month on retention rate, new markets, and premium production.
• Sales planning will also update IBS management on the performance of the IAO/IMO compare to the branch admin
• Come out with the tactical sales campaign to increase the premium production and encourage SA to commit more new market busies and secure more cases
• Work with sales and marketing to provide data / campaigns to motivate the front line
• Analyze data from the past to identify the future trend. (by looking at the due cases for the future month)
• Review the commission and incentive scheme from time to time basis. Revamp or update the scheme when there is a need to do so to ensure it drives the required front line behavior to meet our business objectives.

Skills

Strong Excel and PowerPoint skills

Strong communication skills

Experience in sales and marketing for

Stakeholder management

Tools

Excel

PowerPoint

Job description

Role

The sales planner must be passionate in all things sales and analytics. Your daily mantra is always in what tactical campaign and monitoring that can improve the sales productivity and provide insightful information to sales and management team to push the sales numbers up to optimum productivity. Sales planner must keep track on the performance of all sales channel and insurance products in order to identify the areas that need improvement by highlighting the areas of concern to management team and create Tactical Sales Campaign to address these concerns and push up the sales figure.

Responsibility

• 1. Prepare monthly sales report to present to the ETCM top management regarding IBS Insurance renewal performance
• 2. Prepare regional presentation slide for all the regions immediately after the ETCM NSM meeting for IBS area manager to present to the respective regional manager, HOB and AHOB
• 3. Update the sales report and breakdown in detail for the premium production from each of the product i.e. New car, Renewal, New Market, GAP and EWP for finance team to present to the IBS Management during the management meeting.
• 4. Keep track on sales report for all the sales channel. i.e. ETCM, TCEAS, TCEC, Call Center and Counter
• 5. Prepare the template for area manager to update their sales commitment for the month on retention rate, new markets, and premium production.
• 6. Sales planning will also update IBS management on the performance of the IAO/IMO compare to the branch admin
• 7. Come out with the tactical sales campaign to increase the premium production and encourage SA to commit more new market busies and secure more cases
• 8. Work with sales and marketing to provide data / campaigns to motivate the front line
• 9. Analyze data from the past to identify the future trend. (by looking at the due cases for the future month)
• 10. Review the commission and incentive scheme from time to time basis. Revamp or update the scheme when there is a need to do so to ensure it drives the required front line behavior to meet our business objectives.

Experience

• 1. Min 2 years experience in sales and marketing for insurance industries
• 2. Strong communication skill and experience in engaging senior management and stakeholders
• 3. Ability to understand and balance stakeholders requirements, whilst continuously challenging the status quo
• 4. Independent and self-starter
• 5. Exposure to the motor insurance industry or financial services is an added advantage
• 6. Strong Excel and powerpoint skills

*Only shortlisted candidates will be notified.