This role will support the Agency Business Planning & Analytics Lead in the execution of the strategic planning, performance management, and analytics agenda for Agency Distribution. The role will serve as a key business partner and subject-matter expert, providing data-driven insights, analysis, and recommendations to support business decisions, optimize Agency performance, and contribute to the achievement of strategic and financial objectives.
Position Responsibilities:
Business Strategy and Planning
- Support the development and execution of Agency business plans and strategic initiatives through performance analysis, financial insights, and data-driven recommendations.
- Provide expert analysis and recommendations to Agency leadership on business performance, opportunities, risks, and key strategic priorities.
- Support annual business planning, target setting, forecasting, and long-range planning through robust analysis, simulations, and scenario assessments.
- Collaborate with key stakeholders to evaluate business opportunities and provide recommendations to support management decisions.
Performance Management and Analytics
- Support and continuously enhance the Agency performance management framework, covering key business drivers and performance indicators.
- Provide advanced analytics, scenario simulations, and performance insights to support strategic planning and management decision-making.
- Oversee the preparation and continuous improvement of management reports and dashboards to ensure accurate and consistent performance measurement.
- Translate complex business data into executive-level insights, implications, and recommendations for senior leadership.
- Promote data-driven decision-making by providing analytical expertise and professional advice to Agency and cross-functional stakeholders.
Financial Management & Expense Planning
- Manage and support the financial planning of Promo-Related Expenses (PRE) and Controllables, including budgeting, forecasting, expense monitoring, and variance analysis to support effective utilization of Agency resources.
- Conduct financial simulations and impact assessments for promotions, incentives, and key Agency initiatives, evaluating projected costs and expected performance impact to support management decisions.
- Monitor actual expenses against budget and support post-evaluation of promotional investments, including cost-benefit analysis of promotional spend versus improvements in sales, productivity, recruitment, activation, and other targeted performance metrics.
Others
- Act as one of the analytics and business planning partner of Distribution Leadership, Finance, Operations, Technology, and other key functional teams.
- Support cross-functional stakeholders to drive alignment, accountability, and execution of strategic priorities.
Required Qualifications:
- Advanced proficiency in Microsoft Office applications, particularly Excel and PowerPoint.
- Proficient in Power BI and other analytics and reporting tools.
- Strong analytical skills with the ability to derive actionable insights from complex data.
- Strong financial analysis skills, including trend analysis, simulations, forecasting, and management reporting.
- Working knowledge of programming, data processing, and reporting automation.
- Strong numerical, data processing, and analytical skills
- Ability to identify and simplify complexities in procedures and processes
- Has attention to detail and accuracy, methodical & process oriented
- Good time management and organizational skills
- Able to effectively prioritize deliverables and multi-task
- Works and functions well in a team environment
- Able to work under pressure to meet deadlines
- Good written, verbal communication and interpersonal skills
- At least 8 years of relevant experience, preferably in the life insurance industry, with exposure to distribution performance, business planning, and analytics.
- Strong business and stakeholder management skills, with the ability to translate data into actionable insights and recommendations.
Preferred Qualifications:
- Bachelor’s degree in Mathematics, Finance, Business Management, Statistics, or related fields.
When you join our team:
- We’ll empower you to learn and grow the career you want.
- We’ll recognize and support you in a flexible environment where well-being and inclusion are more than just words.
- As part of our global team, we’ll support you in shaping the future you want to see.
About Manulife and John Hancock
Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. To learn more about us, visit https://www.manulife.com/en/about/our-story.html.
Manulife is an Equal Opportunity Employer
At Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law.
It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact hr@manulife.com.
Hybrid
