Mô tả công việc
Job Purpose:
This role is responsible for serving as the operational backbone of the Partnership Development team, supporting the (Assistant) Manager in the day-to-day execution, coordination, and administration of the Company's partnership channels. This role is the engine that keeps partnerships running smoothly, ensuring partners receive timely, high-quality support, that data and reports are accurate, and that all operational activities are executed with precision and follow-through.
This is a hands-on, detail-oriented, and relationship-driven role that requires strong execution skills, a service mindset, and a genuine passion for building connections that drive business growth.
Main Tasks and Responsibilities:
A. Partnership Operations & Day-to-Day Support
• Serve as the first point of contact for assigned partners, handling daily inquiries, requests, and follow-ups promptly.
• Ensure smooth execution of campaigns, launches, training, events, and incentive programs.
• Prepare and maintain agreements, onboarding checklists, logs, minutes, and correspondence.
• Monitor and follow up on commitments from meetings to ensure timely delivery.
• Attend partner meetings and reviews with or on behalf of the team lead; prepare minutes, coordinate logistics, and support proposals/documentation.
• Collect frontline insights on product, process, and service quality, and relay them for strategic consideration.
• Maintain proper filing of contracts, licenses, regulatory submissions, and communications.
• Monitor spend against approved budgets and flag variances.
• Assist with logistics, venues, invitations, materials, and execution.
B. Sales Support & Partner Activation
• Provide partners with product info, sales tools, and promotional materials.
• Track partner/staff activity and flag issues with proposed actions.
• Conduct product knowledge and basic sales training sessions.
• Distribute sales kits, decks, brochures, and toolkits.
• Support contests and incentive schemes, including tracking, payouts (optional), and communication.
• Address pending proposals, incomplete applications, and not-in-good-order cases to improve conversion.
C. Performance Tracking & Reporting
• Collect and analyze partner sales data (FYP, policy count, activation, persistency, KPIs).
• Create regular reports for team lead and executive management.
• Flag early warning signs of underperformance or lapse risk.
• Keep partner contacts, activities, agreements, and correspondence up to date.
• Assist in drafting business cases, proposals, and presentations for stakeholders.
Yêu cầu
1/ Qualifications:
• Bachelor's degree in Business Administration, Finance, Banking, Economics, Marketing, or a related field.
2/ Experiences:
• Minimum 1-3 years of working experience in a business support, sales coordination, partnership, bancassurance operations, or financial services role.
• Prior experience in life insurance, bancassurance, fintech, or financial services is strongly preferred.
• Fresh graduates with academic backgrounds, relevant internship experience, and demonstrable communication skills are encouraged to apply for junior officer roles.
• Experience in client servicing, account management, or operational coordination in a fast-paced environment is highly valued.
3/ Skills & Competencies:
• Good command of English and Chinese (Mandarin)
• Basic understanding of life insurance products, including traditional, universal life, short-term
and rider products.
• Ability to prepare clear, well-structured reports, dashboards, and business communications.
• Core competencies: relationship building, execution & follow-through, attention to detail, communication & presentation, stakeholder management, project management, proactiveness, adaptability, collaborative teamwork with the ability to work independently, adaptability & learning agility, and capacity to work under pressure while managing multiple priorities.
• Proficiency in Microsoft Office, particularly Excel (data tracking and reporting), PowerPoint (presentations), and Word.
• Familiarity with partnership distribution concepts is a plus.
• Basic understanding of compliance and regulatory requirements in the Vietnam insurance industry is a plus.
Quyền lợi
Thưởng
Performance bonus: Based on personal performance review and company business
Chăm sóc sức khoẻ
Annual heath check
Premium healthcare program for employees since probation + social insurance on 100% gross salary
Nghỉ phép có lương
Annual leaves: up to 21 days depending on level
Thông tin khác
NGÀY ĐĂNG
[protected info]
CẤP BẬC
Nhân viên
NGÀNH NGHỀ
Hành Chính Văn Phòng > Trợ Lý Kinh Doanh
KỸ NĂNG
Bancassurance, Data Analysis, Partnership Development, Reporting, Mandarin Chinese
LĨNH VỰC
Bảo hiểm
NGÔN NGỮ TRÌNH BÀY HỒ SƠ
Bất kỳ
SỐ NĂM KINH NGHIỆM TỐI THIỂU
1
QUỐC TỊCH
Người Việt Nam
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Thông tin chung
- Ngày hết hạn: [protected info]
- Thu nhập: Thương lượng
Nơi làm việc
- 20th Floor, Phu My Hung Tower, No. 8, Hoang Van Thai Street, Tan My Ward, HCMC