Manager, Agency Planning & Sales Operations

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Manager, Agency Planning & Sales Operations

manager · Insurance

Prudential’s purpose is to be partners for every life and protectors for every future. Our purpose encourages everything we do by creating a culture in which diversity is celebrated and inclusion assured, for our people, customers, and partners. We provide a platform for our people to do their best work and make an impact to the business, and we support our people’s career ambitions. We pledge to make Prudential a place where you can Connect, Grow, and Succeed.

Principal Duties & Responsibilities: 

• Perform the analysis of business performance across key areas including sales, recruitment, manpower, productivity and other strategic business indicators to identify trends, risks and growth opportunities.
• Drive the preparation and presentation of business performance reports, management dashboards and strategic insights to support senior management and business decision-making.
• Own the monitoring and reporting of annual KPIs, ensuring accurate tracking of business performance, identification of key business drivers, and timely escalation of performance gaps.
• Lead data governance and reporting quality by establishing validation processes to ensure the accuracy, consistency and integrity of management information.
• Develop executive-level presentations, business reviews and analytical reports for management committees, leadership meetings and other strategic forums.
• Lead the development, enhancement and automation of reporting solutions and dashboards to improve operational efficiency, reporting effectiveness and business insights.
• Continuously review, streamline and enhance reporting processes, methodologies and business intelligence capabilities to meet evolving business needs.
• Partner with business stakeholders across departments to understand reporting requirements, provide analytical recommendations and support strategic initiatives.
• Serve as the key liaison with Takaful counterparts on sales reporting, performance tracking and operational matters to ensure alignment and timely delivery of business information.
• Lead or participate in cross-functional projects, business initiatives and process improvement efforts to enhance operational excellence and business performance.
• Provide guidance and coaching to junior team members, ensuring knowledge sharing, capability development and consistent delivery of high-quality outputs.
• Perform other strategic or ad-hoc assignments as delegated by Management.

Job Specification:

Qualifications

Bachelor’s degree in Mathematics, Statistics, Actuarial Science or any other related field

Experience

Minimum 2 years of relevant experience preferred. Fresh graduates with strong analytical aptitude are encouraged to apply.

Skills & Knowledge

• Strong analytical and problem-solving skills.
• Good communication skills and ability to work collaboratively.
• Proficient in Microsoft Excel, PowerPoint, and Word.
• Familiarity with Power BI or willingness to learn.
• Detail-oriented with a strong sense of accountability.
• Eagerness to learn and contribute to continuous improvement. 

Prudential is an equal opportunity employer. We provide equality of opportunity of benefits for all who apply and who perform work for our organisation irrespective of sex, race, age, ethnic origin, educational, social and cultural background, marital status, pregnancy and maternity, religion or belief, disability or part-time / fixed-term work, or any other status protected by applicable law. We encourage the same standards from our recruitment and third-party suppliers taking into account the context of grade, job and location. We also allow for reasonable adjustments to support people with individual physical or mental health requirements.