Area Director – Bancassurance

Sun Life Việt Nam (SLV) là thành viên của tập đoàn Sun Life Financial – Tập đoàn bảo hiểm, tài chính uy tín hàng đầu thế giới với bề dày hoạt động trên 150 năm tại nhiều quốc gia trên thế giới. Với mục tiêu mở rộng các kênh phân phối tại thị trường Việt Nam, Sun Life Việt Nam đã thực hiện ký kết hợp đồng độc quyền phân phối sản phẩm qua hệ thống kênh phân phối của Ngân hàng TMCP Á Châu (ACB) và Ngân hàng Thương mại Cổ phần Tiên Phong ( TP Bank)

Job purpose

– This role plays a key role in developing and managing the performance of the bancassurance channel for the assigned banks, bank branches or bank transaction offices by:
+ Being responsible for promoting and fostering strong relationships for the assigned bank / assigned branches / Transaction Office;
+ Responsible to both top line and bottom line revenue that generated for the assigned bank / assigned branches / Transaction Office;
+ Responsible to develop sales forces.

Major accountabilities

– Sales management duties
+ Act as an escalation contact point to the assigned accounts/business units
+ Manage a team of Senior/Insurance Specialists in the assigned areas
+ Manage daily activities of Senior/Insurance Specialists to ensure the assigned business targets achieved
+ Be responsible of overall sales production and sales productivity of assigned portfolio.
+ Be responsible to handle customer complaints if possible or be the key contact point for any customer feedback/complaints towards the company or the business partners
+ Proactively look at the neglected areas of the team and provide improvements accordingly
+ Visit business units and meet the BU Head and sales team on regular basis
+ Work with S/IS, bank & internal team to clear all pending requirements for issuance of policies

– Relationship management
+ Build up closely relationship at the bank BU levels to ensure the business results are developed
+ Build up good cooperation with internal departments
+ Coordinate closely with the bank sales staff including RBO, CBO, Teller, CCO, BPA and RM for all business related issues of the assigned business units

– Training activities
+ Be responsible of delivering soft skill and techniques of sales cycle in order to improve the quality and professionalism of sales staff or banking sales team
+ Proactive in self-learning and improvement to meet up with job requirements, helping to improve personal productivity and effectiveness.

– Sales Activity management
+ Responsible for planning and executing BU based customer activities to generate referrals and leads
+ Plan business activity calendar with BU Head and ensure smooth execution
+ Help drive business development or other activities launched by company to recognize superior performance and drive sales
+ Support ‘Pilot’ initiatives undertaken by the Bancassurance Department to explore new opportunities of business and help drive these initiatives to write business.
+ Be able to conduct/organize sales seminars, group presentation, customer events

– Team Development
+ Recruit qualified S/IS team to meet up with business requirement.
+ Coaching and development of Insurance S/IS in the assigned areas.
+ Be responsible to develop and maintain a professional S/IS team.

Specialized knowledge

– Systematic and structured to understand systems and processes;
– Strong leadership;
– Strong business acumen;

Education and experience

– Bachelor Degree, majoring in Business Administration, Marketing, Banking…
– Preferably obtain some basic life insurance qualifications
– At least 3-5 years of sales management experience in insurance or banking businesses or retail distribution;

Communication scope

– Dynamic personality with good ability to interact with different people and levels;

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