Key Job Responsibilities

Channel Strategy & Joint Business Planning

• Align marketing investments with overall sales growth targets for channels like Bancassurance, Independent Marketing Organizations (IMOs), Broker-Dealers, and Tied Agencies.
• Develop annual joint marketing plans (JMPs) with key corporate partners (e.g., major retail banks) to capture market share within their existing customer bases.
• Segment distributors based on production volume to deliver tiered marketing support, specialized incentives, and dedicated resources.

Sales Enablement & Advisor Engagement

• Build advisor-facing toolkits, including product guides, interactive premium calculators, case studies, and compliance-approved sales presentations.
• Design point-of-sale (POS) materials and digital tools that help advisors simplify complex life insurance concepts (e.g., estate planning, tax advantages, wealth transfer).
• Launch educational webinar series, product training certifications, and promotional toolkits to keep the company's life insurance portfolio top-of-mind for independent brokers.

Campaign Management & Lead Generation

• Execute end-to-end, data-driven marketing campaigns targeted at specific life stages
• Create co-branded lead-generation programs with institutional partners using data analytics to trigger life insurance offers based on customer banking behaviors.
• Develop cross-selling and up-selling campaigns aimed at existing policyholders to maximize customer lifetime value (LTV).

Compliance, Governance & Risk Management

• Collaborate closely with Legal and Compliance teams to ensure all distributor- and customer-facing materials adhere to local insurance regulatory authorities (e.g., NAIC, SEC, or FINRA rules).
• Monitor the usage of unauthorized sales materials in the field by implementing strict brand governance policies across external broker networks.

Analytics, Reporting & Budget Control

• Track key performance indicators (KPIs) including Return on Marketing Investment (ROMI), cost-per-lead, product mix shifting, and digital tool adoption rates.
• Manage the allocated multi-million dollar channel marketing budget, reallocating resources dynamically to high-performing distribution networks.

Key Requirements

• Bachelor's degree holder
• 20 years of relevant experience gained from large financial institutions or Insurance
• Proven track records in innovation, distribution and new business ideation
• Fluent Cantonese, English and preferably Mandarin