1. Strategic Execution (25%)
Translate Company Vision & Mission into Action:
Break down AVP, AMD directives into regional goals by week/month: APE, active advisor count, new recruits.
Cascade these goals to Managers via monthly business planning meetings.
Lead Quarterly Territory Reviews:
Organize and chair Territory Business Review (TBR) meetings with 7 Managers.
Present each Manager’s actual vs. target performance (APE, Activation, EHC, Dropout).
Use Smart Agency dashboards to pinpoint weak zones and deploy correction plans.
Drive Campaign Implementation:
Assign Champion Hubb/AVP campaigns to specific Managers with timelines and KPIs.
Monitor local campaign execution (e.g. AVP presentation, brand videos, agent storytelling).
Ensure that client experience and branding activities are embedded in team meetings.
Frontline Business Quality Control:
Ensure all sales activities conducted by the team comply with internal quality standards and regulatory requirements.
Coordinate with compliance, underwriting, and operations teams to resolve quality-related issues quickly and effectively.
Support initiatives that enhance the sales quality (K2/P13)
2. Manager Development: (25%)
Manager Recruitment:
Build relationship, setting appointment to attract candidate for manager
Identify and recruit new manager through direct referrals, recruitment sessions, and collaboration with existing team members
Capability Reviews & IDPs:
Hold monthly 1-on-1 capability review sessions with each Manager.
Identify low-performing Managers and design 90-day Improvement Plans (e.g. recruitment turnaround, team rebuilding).
Onboarding New Managers:
Lead induction sessions for newly promoted Managers (structure, KPIs, onboarding checklist).
Assign senior Manager “buddies” to mentor new leaders in their first 2 months.
Facilitate Learning Forums:
Chair monthly “Best Practice Exchange” or “Sales Playbook Clinics” with all Managers.
Invite top ALs to share proven practices in coaching, recruitment interviews, or closing techniques.
3. Business Oversight (25%)
Field Operations Monitoring:
Conduct 2 field visits/month to review team meetings, observe agent coaching sessions.
Audit AL team structure: % activation, onboarding hygiene, lead utilization, tool adoption.
Recruitment & Manpower:
Ensure recruitment plan yields 3 new ALs/Manager/month; review weekly recruitment funnel.
Monitor onboarding ratio (Target: 30 active agents per Manager) and highlight red-flag zones.
Handle Escalations:
Support Managers in resolving difficult cases: agent disputes, code terminations, or compliance issues.
Liaise with AVP, AMD, DS, ICD, or HR on cross-functional blockers or structural decisions.
4. Cultural Engagement & Leadership (25%)
Promote AVP Spirit:
Integrate AVP themes into every team communication: freedom, ethics, professionalism.
Reinforce messaging through storytelling, agent spotlight videos, and success case sharing.
Plan Regional Engagement Activities:
Run quarterly “Recognition Days” for top advisors/ALs (based on APE or Recruitment).
Launch seasonal office contests (e.g., “Freedom Growth Sprint” or “Recruit Like a Leader”).
Be a Visible Leader:
Post weekly updates or shoutouts on internal groups (Zalo, Workplace, Email).
Show presence at onboarding, events, and field visits to lead by example and build trust.
Bachelor's degree
In-depth knowledge and understanding of life insurance business and operations in Vietnam.
At least 5 years experiences at management level.
Strong knowledge of sales operations model, activities management, agency recruitment.
Good at analytical and problem-solving skills, with the ability to assess complex issues and develop effective mitigation strategies.
Strong leadership and managerial skills, with the ability to influence and drive change across the function.
Great stakeholder management, with proven ability to work collaboratively and build relationships with internal and external stakeholders.
Ability to effectively translate compliance-related information and requirements to all levels of the organization.