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Manulife Financial

Global financial services: insurance and investments

Assistant Manager - Sales Support

Sales OperationsConfirmed live in the last 24 hours
Full-timeHong KongNo salary listed

About the Job

Requirements

  • A degree is required.
  • At least 5 years of work experience in the life insurance industry is required.
  • The candidate must be responsible and attentive to detail.
  • The candidate must adhere to quality standards.
  • The candidate must have good problem-solving skills.
  • The candidate must be able to work independently and under pressure.
  • The candidate must have good communication and presentation skills.
  • Strong personal-computer skills, especially Microsoft Excel, are required, including XLOOKUP, multi-condition logic (SUMIFS, COUNTIFS, IF/AND/OR), dynamic arrays (FILTER, SORT, UNIQUE), dynamic Pivot Tables, Data Validation rules, and Conditional Formatting logic.

Responsibilities

  • Assist with maintaining and updating the Banca Dashboard, including cleaning data and systematically uploading pipeline files, staff structures, and KPIs; contribute to digitizing and integrating sales pipeline and sales summary reporting.
  • Ensure financial accuracy through commission reconciliation and tracking, including Commission Spreading, Tactical Commission, and the updated commission Payment Log.
  • Compile and update executive-level reports for the Operating Committee, including product mix and customer demographic metrics.
  • Track customer offer campaigns and appointment gift records, and manage marketing-event projects with on-site logistical support.
  • Prepare reports on incentive program results and internal engagement, and track celebration party funds.

About the Company

Manulife Financial

Global financial services: insurance and investments

Manulife Financial is a global financial services provider offering a wide range of insurance and investment solutions. It serves individuals, businesses, and institutions with products such as life and health insurance, wealth management, and retirement plans. Customers fund these products through premiums, fees for asset management, and investment income earned on invested assets. Manulife uses analytics and technology to tailor services and improve efficiency, aiming to help clients protect their finances, grow their wealth, and plan for retirement. The company differentiates itself through its large international presence in North America, Asia, and Europe, its breadth of products, and its emphasis on data-driven insights to personalize offerings. Its goal is to help customers achieve their financial goals and aspirations by providing comprehensive, paid-for financial solutions and ongoing support across multiple regions.

Company size
10,001+
Company stage
IPO
Headquarters
Toronto, Canada
Founded
1887

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