Manager, Agency Strategy at Sun Life Financial in Indonesia

Manager, Agency Strategy Location: Jakarta Selatan, Jakarta Raya You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world. Job Description: Please enter the external job description here (remove this line) Key Responsibilities 1. Strategy Development and Business Planning * Support the development and refinement of agency growth strategy, transformation agenda, and multi-year roadmap * Translate strategic priorities into actionable initiatives, workplans, and measurable KPIs * Conduct market scans, competitor analysis, and internal diagnostic reviews to identify growth opportunities and performance gaps * Support annual business planning, target setting, and strategic reviews for the agency channel 2. Performance Management and Strategic Analytics * Monitor agency performance across key dimensions such as recruitment, activation, manpower, productivity, persistency, retention, and business quality * Generate insights from data to identify performance drivers, risks, and intervention opportunities * Develop dashboards, scorecards, and management reporting for senior leadership and governance forums * Provide strategic recommendations based on performance trends and scenario analysis 3. Strategic Initiative and Transformation Management * Support the execution of strategic initiatives and transformation workstreams across recruitment, learning, productivity, incentives, digital enablement, and controls * Track milestones, dependencies, risks, and outcomes across key agency transformation projects * Coordinate with business and support functions to ensure initiatives are delivered on time and aligned to strategy * Prepare materials and updates for steering committees, management reviews, and regional discussions 4. Executive Communication and Stakeholder Management * Develop clear and insightful presentation materials for senior management, Board, regional stakeholders, and key agency forums * Support the VP in framing strategic narratives, decision papers, and executive-level recommendations * Work closely with Agency, Finance, Product, Distribution, Operations, Risk, and Analytics teams to align priorities and drive execution * Facilitate discussions and follow-ups across stakeholders to ensure accountability and progress 5. Governance, Business Quality, and Continuous Improvement * Support governance around key agency strategic initiatives, including tracking of KPIs, issues, and action plans * Help identify structural bottlenecks and recommend improvements in agency operating model, management cadence, and decision-making * Promote disciplined execution and continuous improvement in agency strategic management * Ensure recommendations and initiatives are aligned with business quality, compliance, and long-term sustainability objectives Key Deliverables * Agency strategic plan and initiative roadmap * Performance dashboards and executive scorecards * Monthly / quarterly management presentations * Strategic analysis papers and business cases * Transformation tracking and governance materials * Competitor and market intelligence insights Candidate Profile Education * Bachelor’s degree in Business, Finance, Economics, Statistics, Actuarial, Engineering, or related field * Master’s degree is an advantage Experience * 5–8 years of relevant experience in strategy, business planning, performance management, consulting, analytics, or distribution strategy * Experience in life insurance, financial services, or agency / distribution business is highly preferred * Experience in cross-functional project management and senior management reporting is preferred Technical Skills * Strong strategic thinking and problem-solving capability * Strong analytical and financial acumen * Ability to structure business issues and synthesize insights clearly * Strong PowerPoint and Excel skills; experience with BI tools is an advantage * Ability to manage multiple priorities and workstreams with discipline Leadership and Interpersonal Skills * Strong communication and presentation skills * Able to work effectively with senior stakeholders and cross-functional teams * High ownership, attention to detail, and execution discipline * Collaborative, proactive, and comfortable working in a dynamic transformation environment Job Category: Sales - Distribution Support Posting End Date: 29/05/2026