TheAssistant Business Development Manager - Pension Salesplays a key role in expanding the company's retirement business (primarilyMPF and ORSO schemes) through agency and intermediary channels. The role focuses onnew business acquisition, partner relationship management, sales strategy implementation, and service enhancement, ensuring competitive pension solutions are delivered to individual and corporate clients.
Position Responsibilities:
1. Agency & Partner Relationship Management
- Enhance and deepen relationships withagency partners and corporate intermediariesto grow MPF/ORSO business.
- Act as the primary contact for pension-related enquiries, providingtimely support, product clarification, and business solutions.
- Identify opportunities within agency networks (e.g., target segments, corporate prospects) and develop action plans to capture those opportunities.
2. Sales Development, Events & Training
- Plan and coordinateagency events, roadshows, webinars and training sessionsto drive product knowledge, sales skills, and engagement.
- Design and executeincentive programs, contests and recognition schemesto motivate agents and improve pension sales performance.
- Deliver clear, compliant presentations on MPF/ORSO products, retirement planning concepts, and competitive positioning.
3. Client Solutions & Service Support
- Work closely withfrontline agents, corporate sales teams and servicing teamsto proposetailored pension solutions(e.g., MPF scheme selection, ORSO plan design) based on client needs and risk profiles.
- Support agents inclient meetings and pitches, helping to articulate the value proposition of the company's pension offerings versus competitors.
- Ensure high-qualitypost-sale and ongoing service support, including handling client feedback, coordinating servicing requests, and maintaining strong client relationships to enhance retention.
4. Business Performance & Sales Strategy Execution
- Monitorbusiness KPIs(e.g., new accounts, assets under management, contribution inflows, agency productivity) and provide regular updates to management.
- Assist in the formulation and implementation ofsales plans, campaigns and channel strategiesaligned with overall pension business objectives.
- Analyze sales data and market feedback to identifygaps, risks and opportunities, and recommend actions to improve performance.
5. Strategic Initiatives & Service Enhancement
- Support management in rolling outnew business initiatives, such as new pension products, digital tools, process improvements or service enhancements.
- Collaborate with internal stakeholders (e.g., product, marketing, operations, compliance) to ensuresmooth implementationand consistent customer experience.
- Help benchmark company service standards against market peers and propose ideas toenhance customer satisfaction and market reputation.
6. Culture, Compliance & Professional Standards
- Demonstrate and promote HKR's culture ofprofessionalism, integrity, effectiveness, dynamism and customer-centricityin all interactions.
- Ensure all activities and communicationscomply with MPF/ORSO regulations, company policies and industry guidelines.
- Maintain up-to-date knowledge ofregulatory changes, market trends and competitor movesin the pension/retirement space.
Required Qualifications:
- 1-3 yearsof experience in financial services, preferably inpension, insurance, or wealth management.
- Strong understanding ofMPF and ORSO schemes, Hong Kong retirement system, and basic investment concepts.
- Excellentcommunication and presentation skillsinEnglish, Cantonese and Mandarin is a must.
- Good relationship management, analytical a nd problem-solving skills, with asales-oriented and proactive mindset.
- Ability to work withcross-functional teamsand manage multiple initiatives in a fast-paced environment.
- We'll empower you to learn and grow the career you want.
- We'll recognize and support you in a flexible environment where well-being and inclusion are more than just words.
- As part of our global team, we'll support you in shaping the future you want to see.
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 .
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 .
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