Manulife Financial

The opportunity

This position is responsible for campaign planning, lead planning and tracking. Primary role will work closely with leaders across product, sales, actuarial and marketing data analytics team to support and implement high-quality, data-driven decisions. Provide services to support the main business functions of MCBL in production-related reports and analytics.

Responsibilities: 

• 1. Supports Sales Activity Management (SAM) of RBB with focus on building sales habits in a more structured sales activity metrics to drive better lead generation.
• 2. Provides meaningful and easy to understand distribution reports & analysis of RBB channel and per region to effectively monitor various RBB KPIs and sales drivers [including forecasting, data simulations, variable compensation & creation of costing models for campaigns, marketing promo and tactical initiatives to drive production] 
• 3. Leads analytic projects and analyze customer data, trend analysis and campaign analytics to support data driven business decisions.
• 4. Supports local and regional reporting requirement, business review and steerco presentation.
• 5. Keep abreast of industry and competitor trends, best practices, and policies.
• 6. Works hand in hand with Regional Sales Head and Area Managers assigned in RBB Channel.
• 7. Supports in developing a business roadmap and aid MCBL Strategic and Business Plans, prioritizing key initiatives based on potential impact to the business.
• 8. To support in the execution and managing business development initiatives for MCBL that will help the business meet growth targets and strengthen our partnership with the bank and its customers including but not limited to:
• Customer Value Propositions and products for existing and new segments
• Strategic Partnership opportunities with bank subsidiaries and related parties
• 9. Communicates and presents key insights, initiatives, and results to stakeholders including Manulife, MCBL and Chinabank leadership as well as sales frontliners to show overall progress of business development initiatives.
• 10. Supports Head of Banca Strategy in ad-hoc strategic projects, reporting, and governance.

Individual Accountabilities:

• Strict implementation of Sales Activity Management to be released to sales
• Manages the Performance Management System (PMS) validation of sales team
• Expected to collaborate and work closely with various key stakeholders (e.g. MIS, Finance, Sales Management Team, Agency support teams)
• Prepares and executes MCBL communication, memorandums and other related materials to communicate on change processes and guidelines and initiatives to the sales force
• Support local and regional reporting requirements

Key Shared Accountabilities:

• Marketing Data Analytics Team on any-related data lake (EDL) customer experience dashboards
• Finance MIS business unit on data information, Key Performance Indicators (KPI), production metrics, persistency computation and promo and conference results,
• Finance Accounting on Variable Pay Compensation computation, validation of results and disputes/appeals
• Finance Actuarial on promo cost assumptions
• Marketing on promo simulation and design
• Products Team on any-related product launches and market analysis
• Meetings and coordination with bank partner on any-related projects prior launch meeting the standards and with compliance to audit specifically on Personal Information Data Privacy

How will you create impact?

The role ensures data accuracy and consistent reporting. It reports directly to RBB Channel Head.

What motivates you?

• You obsess about customers, listen, engage and act for their benefit.
• You think big, with curiosity to discover ways to use your agile approach and enable business outcomes.
• You thrive in teams and enjoy getting things done together.
• You take ownership and build solutions, focusing on what matters.
• You do what is right, work with integrity and speak up.
• You share your humanity, helping us build a diverse and inclusive work environment for everyone.

What we are looking for 

• Bachelor's Degree in Sales, Marketing, Analytics, Computer Science, or related field.
• 3 - 5 years' experience in Sales & Marketing, Analytics position, or similar role
• Results-driven and ability to handle multiple project
• Strong interpersonal and time-management skills
• Proven leadership skills
• Proficient in Microsoft Office and Google Analytics, business intelligence tools, knowledge in using Microsoft Excel, Power BI software and dashboards
• Highly developed communication and analysis writing skills, relationship skills & planning skills

What can we offer you?

• A competitive salary and benefits packages.
• A growth trajectory that extends upward and outward, encouraging you to follow your passions and learn new skills.
• A focus on growing your career path with us.
• Flexible work policies and strong work-life balance.
• Professional development and leadership opportunities.

Our commitment to you

• Values-first culture
• We lead with our Values every day and bring them to life together.
• Boundless opportunity
• We create opportunities to learn and grow at every stage of your career.
• Continuous innovation
• We invite you to help redefine the future of financial services.
• Delivering the promise of Diversity, Equity and Inclusion
• We foster an inclusive workplace where everyone thrives.
• Championing Corporate Citizenship
• We build a business that benefits all stakeholders and has a positive social and environmental impact.

About Manulife and John Hancock

Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. To learn more about us, visit https://www.manulife.com/en/about/our-story.html.

Manulife is an Equal Opportunity Employer

At Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law.

It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact recruitment@manulife.com.

Working Arrangement

Hybrid