This position’s purpose is to achieve the new product pricing and valuation process objectives in line with Company strategy and Business goals. Pricing & Product Development: • Develop and maintain pricing models for life and health insurance products. • Conduct pricing analyses, ensuring alignment with risk appetite and company financial targets. • Support product sensitivity testing, ensuring robust assumptions and financial sustainability. • Collaborate with distribution, marketing, and operations teams to enhance product competitiveness. • Monitor industry trends and recommend enhancements to pricing methodologies. Profitability & Financial Analysis: • Conduct Value of New Business (VONB) analysis and monitor product profitability. • Perform experience studies and refine pricing assumptions based on claims, persistency, and expense trends. • Support regular pricing reviews and recommend adjustments to maintain competitiveness. • Provide actuarial input into product performance monitoring and portfolio management. Reinsurance & Risk Management: • Assist in evaluating and structuring reinsurance arrangements. • Support reinsurance negotiations and ensure sustainable risk-sharing structures. Regulatory Compliance & Reporting: • Ensure all product pricing adheres to local regulatory requirements and actuarial best practices. • Assist in the preparation and submission of regulatory filings. • Support IFRS17 implementation related to pricing assumptions. Team Collaboration & Development: • Provide guidance and mentorship to junior actuarial team members. • Work cross-functionally with other actuarial and finance teams on strategic projects. • Support senior leadership in making data-driven pricing decisions. Personal Qualifications, Competencies and Experience Requirements
This role is to fulfilling the requirement of the Partnership Distribution Department to support the new direct sales team. • Working directly with Head of Partnership to provide partners reports related to sale performance and meeting decks for management meeting. • Communicated with the partner the achievement and follow up with relevant stakeholders to drive the business performance up. • Working with D.A to provide Business Performance Reports such as daily sale performance tracking, weekly sale momentum report to sales management team, monthly sale matric for monthly Exco meeting, business quality dashboard to relevant internal team and other report required by management. • Working with IT and DA to formulate report automations such as power Bi, Ms flow, MS form for leads report management, others powerful reporting automation as well as other sale management dashboard. • Ensure to provide effective sale campaigns that most attractive to the stakeholders and being the high-performance result in sales. • Support to verify calculation of monthly commission shared by the DA and support verification with Partners and ensure the payment is within SLA. • Working with Head of Partnership Distribution to sign up and onboard new form of sales channel within the department. • Focus on relationship building with the Partners and Perform other tasks assigned by line manager. 1.Ensure the effective and powerful comms with relevant partnership is achieved. 2.Ensure targeted new partners/ sales channel is successfully onboarded within provided timeframe. Key Deliverables 3.Ensure to perform business analysis and provide right sales incentive to relevant stakeholders toup lift the sales performance. 4.Ensure proper administration and tracking of all documents within Partnership Distribution.
1. Achieve the set sales target on monthly, quarterly and annually. 2. Submitted Daily and weekly sales report, case submission and pipeline to follow up following the provide template to BSM. 3. Clear all pending to ensure the case get issued within standard TAT. 4. Reach out to BSM to participate in joint field work to improve sales performance at least 1 time a week. 5. Handle claims and complaints from customer and forward to Fortune life’s claim team ASAP. 6. Maintain high quality of sales professional and compliance standard following company’s market conduct guideline. 7. Build relationship with bank staffs to increase engagement and get more leads. 8. Conduct Fortune Life’s Product Refreshing to bank staffs regularly at the branches. 9. Participate in morning huddle with other LIS and BSM 10. Make Plan, implement and provide rationales on daily basis to BSM.
To drive Fortune Life’s Agency Growth strategy and monthly sales targets through the recruitment of selected agents and sales leaders, motivation and leadership of sales teams, daily management of sales activity and continuous development of sales management team capability. The main tasks and responsibilities: • Communicate and manage targets to sales teams for sales, recruitment and sales activity. • Achieve personal and team FYP targets by monitoring and managing daily sales team activity and intervening where necessary to ensure that minimum targets and key performance metrics are met - FYP targets, active agent ratio, net field force. • Ensure recruitment activity maintains sales teams at required minimum size and remain in line with the Agency Growth Plan. • Provide training, coaching, mentoring and seek to develop the individual capability of all members of the Agency force. • Perform other duties as assigned. Key Behaviors • Monitor and manage the sales activity of Agency Leaders and Agents on a daily basis to ensure performance goals are met or exceeded. • Undertake regular 1:1’s, Joint Field work, Training and Coaching Sales Leaders and Agents • Ensure recruitment activity always remains in line with the Agency Growth plan. • Quickly develop and deploy practical improvement measures when minimum performance, service, and /or persistency standards are not being met. These may be people or processes related. • Develop and deliver sales presentations to promote Fortune Life to customers, Agents and potential recruits. • Work with other relevant Fortune Life teams including Sales Training, Distribution Administration, and Operations, to ensure the very best level of service is provided to Fortune Life’s customers, agents, and corporate staff. Key Deliverables • Individual and team FYP targets • Team Headcount – net field force • Agent retention • 1:1’s, Joint Field Work, Team sales presentations, Skills presentations, Recruitment presentations
To drive Fortune Life’s Agency Growth strategy and monthly sales targets through the recruitment of selected agents and sales leaders, motivation and leadership of sales teams, daily management of sales activity and continuous development of sales management team capability. The main tasks and responsibilities: • Communicate and manage targets to sales teams for sales, recruitment and sales activity. • Achieve personal and team FYP targets by monitoring and managing daily sales team activity and intervening where necessary to ensure that minimum targets and key performance metrics are met - FYP targets, active agent ratio, net field force. • Ensure recruitment activity maintains sales teams at required minimum size and remain in line with the Agency Growth Plan. • Provide training, coaching, mentoring and seek to develop the individual capability of all members of the Agency force. • Perform other duties as assigned. Key Behaviors • Monitor and manage the sales activity of Agency Leaders and Agents on a daily basis to ensure performance goals are met or exceeded. • Undertake regular 1:1’s, Joint Field work, Training and Coaching Sales Leaders and Agents • Ensure recruitment activity always remains in line with the Agency Growth plan. • Quickly develop and deploy practical improvement measures when minimum performance, service, and /or persistency standards are not being met. These may be people or processes related. • Develop and deliver sales presentations to promote Fortune Life to customers, Agents and potential recruits. • Work with other relevant Fortune Life teams including Sales Training, Distribution Administration, and Operations, to ensure the very best level of service is provided to Fortune Life’s customers, agents, and corporate staff. Key Deliverables • Individual and team FYP targets • Team Headcount – net field force • Agent retention • 1:1’s, Joint Field Work, Team sales presentations, Skills presentations, Recruitment presentations
To drive Fortune Life’s Agency Growth strategy and monthly sales targets through the recruitment of selected agents and sales leaders, motivation and leadership of sales teams, daily management of sales activity and continuous development of sales management team capability. The main tasks and responsibilities: • Communicate and manage targets to sales teams for sales, recruitment and sales activity. • Achieve personal and team FYP targets by monitoring and managing daily sales team activity and intervening where necessary to ensure that minimum targets and key performance metrics are met - FYP targets, active agent ratio, net field force. • Ensure recruitment activity maintains sales teams at required minimum size and remain in line with the Agency Growth Plan. • Provide training, coaching, mentoring and seek to develop the individual capability of all members of the Agency force. • Perform other duties as assigned. Key Behaviors • Monitor and manage the sales activity of Agency Leaders and Agents on a daily basis to ensure performance goals are met or exceeded. • Undertake regular 1:1’s, Joint Field work, Training and Coaching Sales Leaders and Agents • Ensure recruitment activity always remains in line with the Agency Growth plan. • Quickly develop and deploy practical improvement measures when minimum performance, service, and /or persistency standards are not being met. These may be people or processes related. • Develop and deliver sales presentations to promote Fortune Life to customers, Agents and potential recruits. • Work with other relevant Fortune Life teams including Sales Training, Distribution Administration, and Operations, to ensure the very best level of service is provided to Fortune Life’s customers, agents, and corporate staff. Key Deliverables • Individual and team FYP targets • Team Headcount – net field force • Agent retention • 1:1’s, Joint Field Work, Team sales presentations, Skills presentations, Recruitment presentations
To drive Fortune Life’s Agency Growth strategy and monthly sales targets through the recruitment of selected agents and sales leaders, motivation and leadership of sales teams, daily management of sales activity and continuous development of sales management team capability. The main tasks and responsibilities: • Communicate and manage targets to sales teams for sales, recruitment and sales activity. • Achieve personal and team FYP targets by monitoring and managing daily sales team activity and intervening where necessary to ensure that minimum targets and key performance metrics are met - FYP targets, active agent ratio, net field force. • Ensure recruitment activity maintains sales teams at required minimum size and remain in line with the Agency Growth Plan. • Provide training, coaching, mentoring and seek to develop the individual capability of all members of the Agency force. • Perform other duties as assigned. Key Behaviors • Monitor and manage the sales activity of Agency Leaders and Agents on a daily basis to ensure performance goals are met or exceeded. • Undertake regular 1:1’s, Joint Field work, Training and Coaching Sales Leaders and Agents • Ensure recruitment activity always remains in line with the Agency Growth plan. • Quickly develop and deploy practical improvement measures when minimum performance, service, and /or persistency standards are not being met. These may be people or processes related. • Develop and deliver sales presentations to promote Fortune Life to customers, Agents and potential recruits. • Work with other relevant Fortune Life teams including Sales Training, Distribution Administration, and Operations, to ensure the very best level of service is provided to Fortune Life’s customers, agents, and corporate staff. Key Deliverables • Individual and team FYP targets • Team Headcount – net field force • Agent retention • 1:1’s, Joint Field Work, Team sales presentations, Skills presentations, Recruitment presentations
Banteay Meanchey
1 week ago
To drive Fortune Life’s Agency Growth strategy and monthly sales targets through the recruitment of selected agents and sales leaders, motivation and leadership of sales teams, daily management of sales activity and continuous development of sales management team capability. The main tasks and responsibilities: • Communicate and manage targets to sales teams for sales, recruitment and sales activity. • Achieve personal and team FYP targets by monitoring and managing daily sales team activity and intervening where necessary to ensure that minimum targets and key performance metrics are met - FYP targets, active agent ratio, net field force. • Ensure recruitment activity maintains sales teams at required minimum size and remain in line with the Agency Growth Plan. • Provide training, coaching, mentoring and seek to develop the individual capability of all members of the Agency force. • Perform other duties as assigned. Key Behaviors • Monitor and manage the sales activity of Agency Leaders and Agents on a daily basis to ensure performance goals are met or exceeded. • Undertake regular 1:1’s, Joint Field work, Training and Coaching Sales Leaders and Agents • Ensure recruitment activity always remains in line with the Agency Growth plan. • Quickly develop and deploy practical improvement measures when minimum performance, service, and /or persistency standards are not being met. These may be people or processes related. • Develop and deliver sales presentations to promote Fortune Life to customers, Agents and potential recruits. • Work with other relevant Fortune Life teams including Sales Training, Distribution Administration, and Operations, to ensure the very best level of service is provided to Fortune Life’s customers, agents, and corporate staff. Key Deliverables • Individual and team FYP targets • Team Headcount – net field force • Agent retention • 1:1’s, Joint Field Work, Team sales presentations, Skills presentations, Recruitment presentations
To drive Fortune Life’s Agency Growth strategy and monthly sales targets through the recruitment of selected agents and sales leaders, motivation and leadership of sales teams, daily management of sales activity and continuous development of sales management team capability. The main tasks and responsibilities: • Communicate and manage targets to sales teams for sales, recruitment and sales activity. • Achieve personal and team FYP targets by monitoring and managing daily sales team activity and intervening where necessary to ensure that minimum targets and key performance metrics are met - FYP targets, active agent ratio, net field force. • Ensure recruitment activity maintains sales teams at required minimum size and remain in line with the Agency Growth Plan. • Provide training, coaching, mentoring and seek to develop the individual capability of all members of the Agency force. • Perform other duties as assigned. Key Behaviors • Monitor and manage the sales activity of Agency Leaders and Agents on a daily basis to ensure performance goals are met or exceeded. • Undertake regular 1:1’s, Joint Field work, Training and Coaching Sales Leaders and Agents • Ensure recruitment activity always remains in line with the Agency Growth plan. • Quickly develop and deploy practical improvement measures when minimum performance, service, and /or persistency standards are not being met. These may be people or processes related. • Develop and deliver sales presentations to promote Fortune Life to customers, Agents and potential recruits. • Work with other relevant Fortune Life teams including Sales Training, Distribution Administration, and Operations, to ensure the very best level of service is provided to Fortune Life’s customers, agents, and corporate staff. Key Deliverables • Individual and team FYP targets • Team Headcount – net field force • Agent retention • 1:1’s, Joint Field Work, Team sales presentations, Skills presentations, Recruitment presentations