Specialist, TD Sales Strategy

Roles and Responsibilities:

Strat Plan, Budget and Expense Management

• Strat Plan: perform analysis on the target product mix and key metrics to support the budget submission and discussions with CEO, CFO, and CDO.

• Expense allocation: monitors expenses for agency against budget and liaise with each business owner (Events team, Agency distribution, etc.) to ensure their yearly spend is within their budget.

• Strategic planning budget: preparation of the expense budget (GOE + variable costs) for the yearly strategic planning for Agency.

• Monthly accruals: coordination with all the agency business owners and finance to submit the necessary monthly accruals for Agency.

Analysis and Projects

• Perform ad-hoc analysis on the performance of Tied Distribution based on business needs: Manpower, key metrics, sales challenge performance, etc.

• Support other teams within Tied Distribution to drive strategic initiatives.

Project Support (MDRT Task Force)

• Design of specific sales challenges to drive our number of MDRT qualifiers: model of the challenge, proposal, communication material, payment of the reward.

• Payment support: payment of the membership to MDRT organization and claw back from the agents.

Reporting and Management of Appeals

• Production Clubs and Top Awards: Regular updates through upload of tracking reports on to the online platform

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President Club: preparation of report, recommendation on final qualifier list, and communication

• Managing the appeal framework & process in relation to Production Clubs and Convention: creation of MS Form, setting the appeal parameters, provide recommendation to HOD, manage each case with the Head of Agencies, coordination with TD Operations to include approved appeals in final report.

Operational / Administrative Support

• Sponsorship & Membership for professional organizations: Coordination with representative, payment of sponsorship and memberships, claw back of membership costs from the agents.

• Coordinator for ALMA EXCO and ALMA Sub-comm meetings: setting the meeting, preparation of meeting deck and material, preparation of the minutes, follow up on action items.

• Operationally support some processes related to sales initiatives: Agents’ professional insurance, Taxation opt-out for rewards, Group medical, etc.

Minimum Job Requirements:

Education & Experience

• A Bachelor’s degree

• At least 3 to 5 years of experience in Life Insurance preferably in Agency channel management

Specific Skills (Knowledge, skills and competencies/ abilities)

• Knowledge of life insurance industry

• Proficient in Microsoft Excel, PowerPoint

• Proficient communications skills to effectively explain policies with Tied Distribution force and internal stakeholders

• Self-learner and hands on to trouble shoot and problem solved challenges.

• Excellent interpersonal and people management skills