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.

At Sun Life, we're driven by our Purpose: helping our Clients achieve lifetime financial security and live healthier lives. Our values shape how we work: caring, authentic, bold, inspiring, and impactful.

When you join Sun Life, you'll work with passionate colleagues and empowering leaders who support your growth and celebrate your contributions, so you can make a meaningful difference in our Clients' lives.

Discover how you can make a difference in the lives of individuals, families and communities around the world.

Job Description:

The Sales & Advice Journey Owner, Director, Digital Distribution responsible for delivering valuable, innovative products to the Distribution users in line with the organization’s strategy. The role manages the health, performance and ongoing improvement of the Sales Advisory journey across Asia, covering Financial Needs Analysis and Point of Sale. The role works within the Distribution strategy, priorities, funding and standards set by Distribution, and supports markets to improve Client, Advisor and business outcomes.

The role reports to Head of Distribution Excellence, Asia and is based in the Asia Regional Office in Hong Kong.

Responsibilities

• Maintain a two year plan for electronic Financial Needs Analysis and Point of Sale. Keep the journey design, capability roadmaps, measures and delivery priorities current. Recommend changes based on market needs, Client and Advisor feedback and performance results.
• Maintain a clear set of measures for the Sales Advisory journey. Review Client, Advisor, operational, technology, quality and risk information to identify where the journey is not performing as expected. Lead regular journey health reviews, agree actions with the responsible teams and track progress.
• Manage the agreed product roadmaps and prioritised work for electronic Financial Needs Analysis and Point of Sale. Turn journey needs into clear business requirements and work with delivery teams & markets through design, testing, release readiness, market implementation and adoption.
• Work with regional and market Distribution, Product, Operations, Technology, Data and Analytics, Client Experience, Risk and Compliance teams to deliver the agreed journey plan. Resolve issues within the role’s mandate, support markets to adopt common capabilities and provide clear updates and recommendations to management.

Preferred skills

• Product and journey management experience with strong roadmap and prioritization capabilities.
• Ability to use data and insights to identify opportunities and drive continuous improvement.
• Strong stakeholder management and influencing skills across business and technology teams.
• Excellent problem-solving, communication and presentation skills.
• Ability to balance strategic thinking with hands-on execution.

• Experience working in complex, cross-functional and matrix environments.
• Key contact point between distribution channels and IT data analytics and transformation team and ability to work with cross functional and/or matrix type structures, and to support or lead execution streams across cross functional teams and business areas.  Strong oral and written communication skills and a proven track record of communicating a vision and roadmap along with the resourcing needs to achieve it.

Education

• Bachelor degree holder in commerce or finance related

Experience

• 10+ years of experience in insurance, banking, financial services or digital product management.
• Experience managing digital products, customer journeys or distribution transformation initiatives.
• Strong understanding of sales, advisory or customer-facing digital journeys.
• Experience working with Technology, Operations, Data & Analytics and business stakeholders.
• Knowledge of Agile delivery, digital platforms and performance analytics preferred.
• Strong Client focus mindset, able to develop collaborative partnership and create win-win outcomes with the leadership team and stakeholders.

At Sun Life, we’re driven by our Purpose: to help Clients build lifetime financial security and lead healthier lives. Across Asia, we cultivate a High-Performance, Caring Culture that empowers our people to achieve outstanding results, embrace continuous growth, and create meaningful impact. We succeed together by fostering an inclusive environment where wellbeing, collaboration, and accountability are equally valued.

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