Brokerage & IFA Team Leader

About the Company: Our client is a leading multinational insurance provider with a strong presence across Asia. The organization is committed to innovation, digital enablement, and delivering exceptional service to its partners and customers. It offers a collaborative environment with opportunities for career growth and leadership development. Key Responsibilities: Support the Channel Head in implementing and executing business plans and strategic initiatives for mapped accounts. Lead a team of

ConnectedGroup Limited - Hong Kong - Full time

Salary: HKD60000 - HKD80000 per month

About the Company:
Our client is a leading multinational insurance provider with a strong presence across Asia. The organization is committed to innovation, digital enablement, and delivering exceptional service to its partners and customers. It offers a collaborative environment with opportunities for career growth and leadership development.



Key Responsibilities:

  • Support the Channel Head in implementing and executing business plans and strategic initiatives for mapped accounts.
  • Lead a team of Partnership Development Managers to achieve sales targets and KPIs.
  • Develop new business ideas and drive continuous improvement of the brokerage channel sales platform.
  • Manage sales performance of mapped accounts and conduct regular reviews to ensure alignment with business objectives.
  • Build and maintain strong relationships with key partners to drive new initiatives, unlock business potential, and increase market share.
  • Facilitate Training Representatives to deliver quality, compliant, and consistent business practices.
  • Monitor brokers' business performance and sales quality to ensure compliance with company standards and regulatory requirements.
  • Champion digital enablement initiatives internally and externally to enhance operational efficiency.
  • Provide on-the-job coaching and career development planning for subordinates.
  • Ensure team members performing regulated activities hold the necessary licenses and meet all compliance requirements.


Requirements:

  • University degree or equivalent, with at least 6 years of relevant experience
  • Strong knowledge of insurance and investment products.
  • Proven ability to work independently with a self-driven and proactive mindset.
  • Excellent organizational, leadership, and communication skills.
  • Proficiency in English and Chinese (Mandarin required).
  • Working knowledge of MS Office applications.
  • Preferred: Insurance Authority (IA) licenses (Papers 1, 2, 3, and 5) and MPFA license (Paper 4).
  • Must obtain relevant licenses if performing regulated activities.
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