Sales Strategy Planning and Performance (Up to Manager)

Job Description

1. Sales Planning & Budgeting

• Forecast sales targets and set KPIs by Agency channel, region, and segment.
• Build and manage budgets related to sales incentives and business promotion programs.

2. Policy Development & Deployment

• Design and manage incentive schemes including commission, bonuses, contests, and performance-based rewards.
• Customize and align business policies with both internal stakeholders and the external insurance market.
• Ensure policies comply with internal governance and market regulations.

3. Performance Analysis & Reporting

• Monitor the effectiveness of the business strategy.
• Analyze sales performance data combined with market research to provide insights and early warnings on underperformance or risks.
• Prepare regular reports for management on sales trends, policy performance, and territory efficiency.

4. Stakeholder Collaboration

• Coordinate with AD, Marketing, Operations, and IT to ensure the smooth deployment of policies.
• Support training and communication to the sales force and related departments on new policies and programs.

Job Requirement

1/ Qualifications:

• Bachelor's degree in an analytical field such as Computer Science, MIS, Business Analytics, Data Engineering, Economic sector, or Finance.

2/ Experience:

• 4+ years of experience in data analysis, business intelligence roles and reporting.
• Experience in Life Insurance fields is a plus.
• Strong or proficiency in:
  - Database Management: Data Warehousing, SQL Server, Oracle, MySQL, SSIS, MS. Access.
  - Data Visualization: Power BI, Tableau, Google Data Studio, Excel.
  - Experience with statistical analysis, reporting tools and automation: VBA, Python, R Language, MS Visual Studio.
  - Understanding of ERP, CRM, or Core Business Systems.
  - Have knowledge of mathematical analysis methods in business

BENEFITS:

• Annual Heath check
• Fullerton Healthcare Program for employees since probation + Social Insurance on 100% gross salary
• Annual leave: up to 21 days depending on level
• Performance bonus: Based on personal performance review and company business
• Various allowances depending on level
• Internal training programs and financial Support for typical external programs
• Various engagement activities: happy hour, outing trips,...