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Sun Life

Global financial services for insurance, investments

Assistant Manager - Agency Segmentation Development, Incentives & Campaign

Marketing Generalist & ManagementConfirmed live in the last 24 hours
Full-timeKowloon, Hong KongNo salary listedIn-person

About the Job

Requirements

  • A Bachelor's degree in Business Administration, Marketing, Finance, Data Analytics, or a related discipline is required.
  • At least 6–8 years of relevant experience in agency development, sales management, incentives, campaigns, agency operations, business analytics, or a related field is required.

Responsibilities

  • Support the planning and execution of agency segmentation initiatives, incentive programs, promotional campaigns, and recognition activities.
  • Coordinate agency communications, including emails, presentations, promotional materials, and digital communications.
  • Monitor campaign performance, participation rates, and business outcomes, and recommend enhancement strategies to improve effectiveness.
  • Conduct post-campaign evaluations and identify key learnings, opportunities, and return-on-investment improvements.
  • Coordinate campaign launches, communications, qualification tracking, and fulfillment processes.
  • Support the development and promotion of MDRT culture and related development initiatives to strengthen agency engagement and recognition.
  • Design and manage recognition programs that reinforce high-performance culture and advisor engagement.
  • Assist in organizing agency events, recognition programs, and engagement activities.
  • Liaise with internal departments and external vendors to ensure timely project delivery.
  • Prepare reports, campaign updates, and presentation materials for management review.
  • Support administrative duties, including payment processing, incentive fulfillment, event logistics, and record management.

Desired Qualifications

  • Knowledge of MDRT programs, sales contests, recognition platforms, and advisor development initiatives is an advantage.
  • Experience in insurance, financial services, or agency distribution environments is preferred.
  • Solid campaign and contest management skills, with stakeholder management capabilities.
  • Strong business acumen and a commercial mindset.
  • Presentation, communication, and influencing skills.
  • Analytical and problem-solving skills, including the ability to translate business data into actionable insights.
  • Proficiency in Excel, PowerPoint, and data visualization tools.
  • Ability to manage multiple initiatives simultaneously in a fast-paced environment.
  • Self-motivation, attention to detail, and a results-driven approach.
  • Teamwork and leadership potential.

About the Company

Sun Life

Global financial services for insurance, investments

Sun Life provides a wide range of financial services worldwide, mainly through life and health insurance, financial planning, and investment solutions for individuals, businesses, and institutions. Its products work by collecting premiums for insurance coverage, fees for planning services, and returns on investments; these funds are used to pay claims, support financial planning advice, and generate investment gains. What sets Sun Life apart is its global presence across Canada, the United States, Asia, and Europe, plus a comprehensive product lineup and a focus on helping clients achieve financial security and healthier lives, rather than relying on a single product. The company aims to grow and manage wealth for clients while pursuing sustainability goals, including net zero emissions by 2050.

Company size
10,001+
Company stage
IPO
Headquarters
United States
Founded
1865

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