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Agency Strategy, Principal (Performance Forecast Management and Strategic Analytics)
full-timeHong Kong

Summary

Location

Hong Kong

Type

full-time

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About this role

FIND YOUR 'BETTER' AT AIA

We don’t simply believe in being ‘The Best’. We believe in better - because there’s no limit to how far ‘better’ can take us.

We believe in empowering every one of our people to find their 'better' - in the work they do, the career they build, the life they live and the difference they make. So that together we can support even more people - including our own - to live Healthier, Longer, Better Lives.

If you believe in better, we’d love to hear from you.

About the Role

Drive agency channel performance management and forecast. Leverage data and insight to drive / enable target / KPI setting, annual strategic planning and drive business impact.

Roles and Responsibilities:

  • Drive ongoing performance management, create reports and presentation material on performance and project findings to senior stakeholders
  • Build forecasts/analytical models and dashboard to inform business decisions pertaining to agency strategic / tactical initiatives and projects
  • Perform internal, market and competitor analytics in relation to agency performance management
  • Manage and/or support formulation of agency channel strategy in line with corporate strategy
  • Develop a robust end-to-end process to maximize outcomes through effective delivery and implementation of initiatives
  • Uplift and transform agency business with full-ranged business support such as training, proposition, technology, digital and analytics tools
  • Manage and/or support specific strategy projects to develop, plan and, where appropriate, operationalize strategic initiatives, in collaboration with internal and external parties
  • Manage and/or support annual strategic planning activities in respect of agency, and ongoing performance tracking and analytics
  • Manage and/or support internal, market and competitor analytics to support the agency strategy and specific initiatives

Minimum Job Requirements:

  • At least 8 years of relevant professional experience in strategy, consulting, finance, analytics or sales channel, and other professional services roles highly preferred
  • Significant insurance and/or financial services industry exposure preferred
  • With experience and comfortable to forecast with data backing
  • Strong self-drive and ownership; can-do mindset and comfort with stepping out of comfort zone to solve problems
  • Ability to apply structured problem solving and conduct quantitative analysis to support data-driven management
  • Communication skills including but not limited to strong English written (e.g. Word reports, PPTs) as well as English / Chinese verbal communications

Others:

  • You are required to obtain relevant license if your job involves in regulated activities

Build a career with us as we help our customers and the community live Healthier, Longer, Better Lives.

You must provide all requested information, including Personal Data, to be considered for this career opportunity. Failure to provide such information may influence the processing and outcome of your application. You are responsible for ensuring that the information you submit is accurate and up-to-date.

Other facts

Tech stack
Performance Management,Forecasting,Data Analysis,KPI Setting,Strategic Planning,Business Impact,Market Analytics,Competitor Analytics,Problem Solving,Quantitative Analysis,Communication Skills,Training,Technology,Digital Tools,Analytics Tools,Project Management

About AIA

AIA Group Limited and its subsidiaries (collectively “AIA” or the “Group”) comprise the largest independent publicly listed pan-Asian life insurance group. It has a presence in 18 markets – wholly-owned branches and subsidiaries in Mainland China, Hong Kong SAR(1), Thailand, Singapore, Malaysia, Australia, Cambodia, Indonesia, Myanmar, New Zealand, the Philippines, South Korea, Sri Lanka, Taiwan (China), Vietnam, Brunei and Macau SAR(2), and a 49 per cent joint venture in India. In addition, AIA has a 24.99 per cent shareholding in China Post Life Insurance Co., Ltd.

The business that is now AIA was first established in Shanghai more than a century ago in 1919. It is a market leader in Asia (ex-Japan) based on life insurance premiums and holds leading positions across the majority of its markets. It had total assets of US$328 billion as of 30 June 2025.

AIA meets the long-term savings and protection needs of individuals by offering a range of products and services including life insurance, accident and health insurance and savings plans. The Group also provides employee benefits, credit life and pension services to corporate clients. Through an extensive network of agents, partners and employees across Asia, AIA serves the holders of more than 43 million individual policies and over 16 million participating members of group insurance schemes.

AIA Group Limited is listed on the Main Board of The Stock Exchange of Hong Kong Limited under the stock codes “1299” for HKD counter and “81299” for RMB counter with American Depositary Receipts (Level 1) traded on the over-the-counter market under the ticker symbol “AAGIY”.

(1) Hong Kong SAR refers to the Hong Kong Special Administrative Region.
(2) Macau SAR refers to the Macau Special Administrative Region.

Team size: 10,001+ employees
LinkedIn: Visit
Industry: Insurance

What you'll do

  • Drive agency channel performance management and forecasting while leveraging data to inform strategic planning and business impact. Manage and support the formulation of agency channel strategy and performance tracking.

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Frequently Asked Questions

What does a Agency Strategy, Principal (Performance Forecast Management and Strategic Analytics) do at AIA?

As a Agency Strategy, Principal (Performance Forecast Management and Strategic Analytics) at AIA, you will: drive agency channel performance management and forecasting while leveraging data to inform strategic planning and business impact. Manage and support the formulation of agency channel strategy and performance tracking..

Why join AIA as a Agency Strategy, Principal (Performance Forecast Management and Strategic Analytics)?

AIA is a leading Insurance company.

Is the Agency Strategy, Principal (Performance Forecast Management and Strategic Analytics) position at AIA remote?

The Agency Strategy, Principal (Performance Forecast Management and Strategic Analytics) position at AIA is based in Hong Kong, China. Contact the company through Clera for specific work arrangement details.

How do I apply for the Agency Strategy, Principal (Performance Forecast Management and Strategic Analytics) position at AIA?

You can apply for the Agency Strategy, Principal (Performance Forecast Management and Strategic Analytics) position at AIA directly through Clera. Click the "Apply Now" button above to start your application. Clera's AI-powered platform will help match your profile with this opportunity and guide you through the application process. You can also learn more about AIA on their website.