Senior Officer, Sales Strategies, Analytics and Control

Sun Life Financial

  • Hung Hom, Hong Kong
  • Permanent
  • Full-time
  • 20 days ago
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:We are seeking a motivated and detail-oriented Data Analyst to join our team. The successful candidate will primarily focus on data analysis and generating various sales reports. This role will also involve assisting with multiple projects, including eMPF-related initiatives and systems enhancementsJob description
  • Compile sales related reports to management
  • Process new application of Pensions business
  • Check completeness of application forms and relevant AML requirements
  • Follow up outstanding information on application with both distributors and clients
  • Answer enquiries from distributors and customers in services counter & enquiry hotline/email
  • Coordinate logistics for sales materials, sales incentive programmes & channel record maintenance
Preferred skills
  • Strong business analysis skills
  • Knowledge of MPF business processes and change management
  • Generate and present various sales reports to stakeholders
  • Assist in the development and implementation of eMPF-related projects
  • Collaborate on systems enhancements to improve data management and reporting capabilities
  • Work closely with internal stakeholders, I.T., external vendors, and partners to implement necessary system enhancements to cope with ongoing business needs
  • Excellent communication, collaboration and interpersonal skills
  • Support ad hoc projects as needed to meet organizational goals
  • Flexibility to adapt to changing project needs and priorities
Qualifications
  • University Graduate and above
  • Minimum of 4 years of experience in Insurance industry, with a background as a Business Analyst or in a similar role is beneficial
  • Proficiency in data analysis tools and software (e.g., Excel, SQL, Tableau)
  • Excellent communication and teamwork abilities
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Job Category: Customer Service / OperationsPosting End Date: 21/09/2025

Sun Life Financial