Specialist/Senior Specialist, Business Development

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Job Description:

Job Description

Promote Sun Life Wealth & Pensions Business to the clients and agents through the Agency Distribution Channel. Manages day-to-day sales & service activities. This role will be pivotal in enhancing the coordination and support for our agency force, particularly in onboarding and nurturing new or non-MPF agents; in addition to existing developed MPF agencies.

This role will also play a key role in supporting the growth of MCI agents, ensuring they receive the dedicated resources and guidance needed for their successful integration and development. Additionally, this role involves assisting the Head of Agency Distribution and other teammates in developing a team with a strong spirit and focus on providing a streamlined one-stop solution and comprehensive account management services to enhance agency satisfaction.

Responsibilities

• Achieve sales target by managing assigned agencies and to support the overall sales strategy for the Agency Distribution Channel.
• Provide direct support to assigned agencies, addressing their needs, resolving issues, and ensuring a smooth and efficient sales/onboarding process.
• Build and maintain strong relationships with assigned agencies, acting as a primary point of contact to support their growth and to increase the # of productive MPF agents.
• Provide input for formulating sales & marketing strategies and responsible for the subsequent implementation.
• Handle ad-hoc projects as assigned by the company from time to time.
• Compile regular sales reports to management and distribution channels for business review.

Qualifications

• University Degree, Major in Finance, Marketing / Business Admin preferred
• At least 5 years experience in pension sales, preferably with experience in Agency Distribution

Preferred Skills

Abilities

• Excellent presentation and communication skills
• Fluent in both English and Chinese (Mandarin a must)
• Strong PC skills in Excel, PowerPoint and Word
• Able to work both in a team and independently
• Excellent influencing and collaborative abilities with both external and internal stakeholders
• Ability to translate strategy into plans and actions

Knowledge

• Solid knowledge of the pension market in Hong Kong, products, distribution channels, and clients
• Extensive agency sales experience
• Solid knowledge of MPF regulation

Problem Solving / Communication

• Self-starter and strong sense of objective in mind
• Possess a strong forward-looking, planning and problem-solving ability
• Ability to navigate across departments within Wealth & Pensions, influence stakeholders
• Ability to communicate analysis and ideas in clear, concise manner
• Excellent written/verbal communication and presentation skills
• Be able to craft, develop and deliver clear ideas and actions to relevant stakeholders
• Maintain a regular and positive dialogue with internal business functions and stakeholders

At Sun Life, we cultivate a High-Performance, Caring Culture that empowers our people to achieve outstanding results, embrace continuous growth, and create meaningful impact. We succeed together by fostering an inclusive environment where wellbeing, collaboration, and accountability are equally valued.

We offer 5-day work, attractive salary, MPF, group life and group medical insurance; and excellent career development opportunities to the right candidate.

We are an equal opportunity employer and welcome applications from all qualified candidates. Application forms and resume will be kept for a period of 24 months after completion of the recruitment process. (All information will be held in strict confidence and only be used for recruitment purpose).

Job Category:

Channel Management

Posting End Date:

16/10/2026