About the role
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 SupportPosting End Date:
29/05/2026Aplyr's read
Sun Life is a global financial services leader, attracting professionals in insurance and investment with a focus on innovation and international growth.
What's promising
- •Sun Life has a strong international presence, offering diverse career opportunities across various regions.
- •The company invests in cutting-edge technology, hiring roles like AI Innovator and MLOps Engineer.
- •Sun Life provides a wide range of roles, from actuarial to data governance, appealing to diverse skill sets.
What to watch
- •The financial services industry is highly competitive, posing challenges for market differentiation.
- •Regulatory changes in different countries can impact Sun Life's operations and strategic decisions.
- •Economic downturns may affect demand for insurance and investment products, impacting revenue.
Why Sun Life
- •Sun Life emphasizes innovation in technology, evident from roles like Manager, AI Innovator.
- •The company offers a global career path, with significant operations in Asia and North America.
- •Sun Life's focus on productivity and capability development is highlighted by dedicated leadership roles.
Aplyr’s read is generated by AI from public sources. Was it useful?
About Sun Life
Sun Life is a leading international financial services organization providing a diverse range of insurance and investment products.
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