PD Academy Salesforce Planning, Consultant

Accountable for strategic salesforce planning & execution and oversee the overall Operations segmentation within all Partnership Distribution (PD) channels including Bancassurance (F2F), Financial Executive - Unit Trust, Credit Life, Direct Marketing Channels including Digital Platform Partnership (Virtual Sales), Bank Partner's Direct Marketing Campaign, and all others future Sales Channels within Partnership Distribution to achieve business goals.

• Work closely with Onboarding & Licensing Team under PD Academy Salesforce Planning and actively monitor any Operations and Administration tasks including Agent's licensing (register/ renew/ termination), update Manpower (including Financial Executive - Bancassurance & Direct Marketing) Movement reports/ dashboard, pre-employment screenings (including due diligence check), etc.
• Streamline the onboarding & licensing tasks within PD channels by continue fine-tune/ improve the TAT to ensure the smoothness of business processes.
• Work closely with AIA HR Team and Bank Partner's HR Team on HR & Recruitment related matters including onboarding, induction training, employee benefits, contract renewal/ termination, offboarding, etc.
• Manage the Recruitment budget and ensure recruitment effectiveness and cost-effectiveness are met.

• Responsible for developing, defining and implementing short-term and long-term manpower plans for all distribution channels inclusive of Bancassurance (F2F), PD-Direct Marketing and all others future Sales Channels within PD to fulfill the manpower requirements.
• Periodically monitor and report on manpower activities and review actual manpower movements against planned to ensure the manpower plan are adhere with the business directions.
• Preparing manpower forecasts on timely basis, estimate the recruitment cost and submit consolidated budget for final approval from management.
• Work closely with internal & external stakeholders including bank partners to align the manpower plan and make relevant recommendations.
• Develop hiring strategies and plans including identifying and addressing current and future headcounts gaps, optimizing headcount.

• Strengthening Talent Attraction and Onboarding for manpower growth for each distribution channels within PD.
• Work closely with AIA HR, Bank Partner's HR Team, and internal stakeholders on recruitment planning, progress tracking and process improvement initiative.
• Manage and coordinate recruitment screening activities to determine candidates’ suitability, i.e., phone/ face-to-face screening, online assessments, interview arrangements, etc.
• Conduct regular engagement with PD Sales Team as well as business partners to identify sales force requirement and to ensure optimize headcount placement.
• Conduct regular PD (Salesforce) Recruitment and Retention Analysis to support and identify key actions for improvement of quality recruitment.

• Explore alternative recruitment activities to improve quality and cost efficiency recruitment, including organize Career Talks, Campus Recruitment activities, Career Fairs, etc.
• Creative sourcing methods via LinkedIn searches, attend networking/ industry engagement events, establish partnership/ collaboration with Universities/ Colleges for Campus Recruitment penetration to build long-term talent pipeline).
• Expand and engage additional job platforms (job posting) to source for sufficient candidates to all distribution channels within PD.
• Leverage on various recruitment sources including social media to engage, attract, and network with talents and recruitment agencies.

• Tertiary Education in Business, Management or related disciplines.
• At least 8 years of Recruitment/ Staffing experience for Sales positions and volume hiring. Candidates with Recruitment experience in hiring Insurance Agents or Sales Consultant in various Distribution channels will have definite advantage.
• If you have experience in sales in Banking and Insurance, you are also welcome to apply.
• Must have proven hands-on experience to plan and drive Recruitment activities including Recruitment Drive, Career Talks, etc.
• Experience in manpower planning exercise and manpower development activities will be added advantage.
• We want talents who are dynamic, creative, good interpersonal skills, team player, able to multi-task, self-motivated, independent, and detailed-oriented.
• Strong knowledge in using MS Excel, Word, PowerPoint with good analytical skills.
• Good command of verbal and written communication skills.