M

Manulife Financial

Global financial services: insurance and investments

Officer – Distribution Management

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

About the Job

Requirements

  • A university degree in Business Administration, Finance, Accounting, Statistics, Data Analytics, or a related discipline is required.
  • At least 2 years of relevant experience in sales reporting, sales operations, incentive calculation, campaign management, data analysis, or a related field is required.
  • Strong numerical and analytical skills are required, including the ability to work accurately with detailed sales and production data.
  • Strong proficiency in Microsoft Excel, including PivotTables, lookup functions, formulas, and data reconciliation, is required.
  • Proficiency in Microsoft Word and PowerPoint is required, with the ability to prepare clear reports and presentation materials.
  • Strong attention to detail and a high level of accuracy are required, particularly in data validation, calculation, and reporting.

Responsibilities

  • Prepare and maintain regular sales and production reports, ensuring accuracy, completeness, and timely delivery to management and frontline Sales.
  • Perform detailed data validation, reconciliation, and analysis to support sales performance monitoring and management reporting.
  • Support the implementation and administration of sales campaigns and incentive programs, including production and eligibility validation, incentive calculation, result tracking, and payout preparation.
  • Develop and maintain Excel-based reports, trackers, and calculation tools to support sales monitoring, campaign management, and incentive administration.
  • Analyze sales and production data to identify trends, performance gaps, and areas requiring follow-up, and provide relevant information to support business and sales initiatives.
  • Perform quality checks and reconciliation to ensure the accuracy of sales reports, campaign results, and incentive calculations.
  • Support sales administration activities, including validation and processing of forms, records, and other sales-related documentation.
  • Maintain accurate records and coordinate with frontline Sales and relevant internal stakeholders on outstanding, incomplete, or exceptional cases.
  • Support management and frontline Sales with ad-hoc data analysis, reporting, and information requests.
  • Work closely with internal stakeholders to enhance reporting, validation, and administrative processes and improve operational efficiency.
  • Support other distribution initiatives and ad-hoc assignments as required.

Desired Qualifications

  • Experience handling and analyzing large datasets is preferred.
  • Knowledge or hands-on experience in Power BI, SQL, or other data visualization and analytical tools is an advantage.

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

Recently Posted Jobs

Explore more opportunities at Manulife Financial

See more jobs