SM, Agency Strategy & Operations

Send your CV to now!

Our client is A Leading Insurance Firm in Hong Kong


  • To support VP, Agency Strategy in planning, developing and implementing short and long-term agency strategy to support the agency force to achieve manpower, productivity, production and persistency targets and results
  • To create, implement and lead program that increases the agency distribution efficiency, Effective Agent, Qualified Manager, agent retention, activity ratios and productivity of the agency force.
  • To manage and control the expenses of agency development projects within planned budget
  • To lead, supervise and monitor the sub-ordinate staff to accomplish the business strategies, plans, programs, projects and departmental operations
  • To coordinate with Director of Agency, Regional Directors and internal departments to implement the Agency Development strategy and tactical plans
  • Deliverables:
    1. Agency Strategy and Project Development – develop tactical plan and projects to align with agency development strategy of the company from time to time
    2. Productivity – to develop tactical plan to support and enhance the sales productivity of agency
    3. Agency Relationship Building – form agency focus groups to collect feedback from agency and manage expectations on agency development strategies and projects
    4. Ad Hoc Corporate Projects
    5. Staff Training and Development – Supervise and provide on-the-training sub-ordinates


  • Degree holder or above
  • Professional designations such as CFP, FLMI, CIAM are preferable
  • Over 10 years’ working experience in insurance industry
  • Direct experience in Agency Development / Agency Administration
  • Over 5 years’ working experience as an agent and agency manager of tied agency companies is preferable

Interested parties, please send your CV in MS Word format with an indication on present and expected salary to Mr. Lee via email at, thanks!