[ Bancassurance ] Salesforce Scheme Management Officer

1. Manage scheme compensation

• Join to build the design of a competitive and appealing incetives structure, both for the Insurance sales staff and the bank staff; sepcify the specific KPI’s and linked reward structures
• Manage continuous improvement in incentive structures for the Insurance as well as the Bank staff; on a yearly basis, discuss relevant improvements/changes with the Bank and reach agreement on implementation
• Participate in the organization of Incentive events and Incentive trips for sales staff in the different channels as well as lead generators and sales management
• Participate in the preparation of formal incentive approval papers/proposal/guidelines, both in the Insurance Company and in the bank
• Manage incentive documents for internal usage and cross-function reference
• Set up sales management performance for sales force.

2. Budget planning and controlling

• Joint to build budget plan and budget allocation (by sales model and by expense item) on periodic period with related departments
• Follow department budget proposals (incentive and campaign) to ensure that all proposals are prepared and implemented within the budget.
• Tracking and review monthly expenses in alignment with approved budget allocation
• Prepare budget forecast, expense analysis and other related reports required by Management

3. Manage Sales Force Productivity

Collaborate with relevant departments to develop a set of productivity KPIs tailored to different levels, projects, and business models.

• Monitor and update individual, team, and regional performance against set KPIs on a regular basis; identify early signs of decline and propose timely support or corrective actions.
• Analyze key performance metrics such as conversion rate, FYP (First Year Premium) productivity, and policy persistency by individual, team, region, and sales channel.
• Compare performance across different sales models to recommend strategic adjustments, resource reallocation, and improvements in customer engagement approaches.

• Support the design and optimization of salesforce structure aligned with each phase of business growth, by channel and by region.
• Propose a tiering model to classify salesforce by productivity level, enabling focused development, retention, or performance management initiatives.
• Set up headcount all level and make adjustment if any

4. Process & Project management-

• Join and contribution in company and across-function projects (Sales portal, ICM, CPM, etc.) Keep follow and provide information/document from CI as required
• Prepare and manage process/procedure of the department (gift management, payment process) for proper collaboration with related function/department. Keep adjust and update the process/procedure if any change occur during the implementation

- University Bachelor

- At least 3-year experience in insurance and banking field, preferably in a commercial environment and experience with the interpretation of commercial data

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