Senior Sales Performance & Insights Lead

Manulife; Makati; Hybrid; PHP 500,000 - 700,000; Full time

Job summary

Manulife is seeking a Reporting and Insights Analyst to prepare and distribute agency performance, management, and sales campaign reports. You will partner with Finance, IT, Sales Management, and regional offices to monitor KPIs and drive data-driven recommendations.

The role involves dashboard creation, process improvements, and cross‑functional collaboration. Eligibility includes a Bachelor’s degree in a related field and 2–3 years in life insurance distribution reporting.

Qualifications

• Bachelor’s degree in Mathematics, Finance, Business Management or related courses.
• 2-3 years of experience in the life insurance industry in a distribution performance reporting role is preferred.

Responsibilities

• Active involvement in company projects & initiatives, providing relevant data and insights based on capacity as project POC/SME.
• Provide insights and analysis resulting to data-driven recommendations.
• Simulation & processing of Financing Programs and Sales Incentive Plan (SIP) of SMTs.
• Preparation & timely release of periodic sales performance reports to effectively monitor Channel performance on various KPIs (APE, headcount, activity, productivity, etc).
• Preparation & timely release of reporting requirements for both local and regional stakeholders.
• Release of periodic updates for promos, incentives, contests and conferences, ensuring results are aligned to the mechanics.
• Data consolidation enabling creation of visual dashboards of various KPIs for efficient presentation of data.
• Continuous improvement and enhancement of current reports, with periodic review to ensure reports remain relevant vs. the key strategies and KPIs.
• Creation of new reports that may be required following the strategy and objectives of the Channel.
• Work process documentation.
• Active participation and involvement in Distribution projects, programs & initiatives
• Close coordination with various departments (Agency distribution and other business units)

Skills

Excel

Word

PowerPoint

Data analysis

Numerical skills

Education

Bachelor's degree in Mathematics, Finance, Business Management or related

Job description

Manulife is seeking a Reporting and Insights Analyst to prepare and distribute agency performance, management, and sales campaign reports. You will partner with Finance, IT, Sales Management, and regional offices to monitor KPIs and drive data-driven recommendations.

The role involves dashboard creation, process improvements, and cross‑functional collaboration. Eligibility includes a Bachelor’s degree in a related field and 2–3 years in life insurance distribution reporting.