MetLife - Hong Kong

Position Summary:

The objectives of this position are leading the account management and distribution function of the IFA & Broker Channel to achieve the business objectives assigned through the following:

  • Achieve the assigned business objectives by active engagement with partners and effective distribution initiatives
  • Formulate strategy and lead the execution of new partner acquisition by identifying business alignment with prospective partners
  • Support partners’ sales activities by conducting product introduction and sales training
  • Work closely with internal support functions to deliver business enablers and follow up new business cases if necessary
  • Be strategic and influential to work with partners and frontline sales to capture the emerging demand in the market

Major Responsibilities:

  • Manage existing accounts to facilitate sales activities of partners and enhance sales momentum in reaching the sales aspiration set out by the company;
  • Identify and pitch potential new partners with strategic alignment to widen the distribution network
  • Conduct sales training and product introduction to frontline sales to ensure MetLife products are the products of choice;
  • Lead all distribution activities to ensure successful new product launch and driving sales;
  • Be proactive and creative to initiate activities to enhance our market shares;
  • Be analytical on sales trend, change in market and regulatory environment and provide solution to capture any emerging opportunities;
  • Work with the internal support functions to maintain a high level of service standard to partners and customers;
  • Contribute in formulating the channel and product strategy for the channel;
  • Maintain close relationship with both partners’ management team and key frontline staff;
  • Lead sales driven activities, such as branch visit and on-site sales coaching;
  • Lead other distribution and account management projects as assigned by the Senior Manager;
  • Help the team to maintain all quality measure including but not limited to good persistency, zero complaints and zero compliance breach on business;


  • University graduate with minimum 7 years relevant working experience
  • Good understanding in sales cycle and traditional/ investment products in the IFA segment
  • Excellent presentation and people skills
  • Strong business acumen, independent, and result-oriented
  • General PC skills in using MS Word, Excel, and PowerPoint
  • Excellent command of both written & spoken English and Chinese, including Cantonese and Mandarin
  • Candidate with less experience will be considered as Assistant Sales Manager