Manager, Business Planning & Strategy

About FWD Group

FWD Group (1828.HK) is a pan-Asian life and health insurance business that serves approximately 40 million customers across 10 markets, including BRI Life in Indonesia. FWD’s customer-led and tech-enabled approach aims to deliver innovative propositions, easy-to-understand products and a simpler insurance experience. Established in 2013, the company operates in some of the fastest-growing insurance markets in the world with a vision of changing the way people feel about insurance. FWD Group is listed on the main board of the Hong Kong Stock Exchange under the stock code 1828.

For more information, please visit www.fwd.com

About FWD Takaful Berhad

FWD Takaful Berhad (“FWD Takaful”) is a takaful provider in Malaysia that offers family takaful services. FWD Takaful is licensed under the Islamic Financial Services Act 2013 and is regulated by Bank Negara Malaysia. FWD Takaful is a takaful business unit of FWD Group.

Visit https://www.fwd.com.my

Join us

We’re proud to be a company that encourages and nurtures fearless innovation in achieving our vision of changing the way people feel about takaful. Our teams come from a wide variety of industries and backgrounds because we value developing a truly diverse pool of talent that brings different perspectives and experiences. Our values – committed, innovative, proactive, open, and caring – define who we are and what we do as we work together to bring our vision to life, every single day.

KEY ACCOUNTAIBILITIES
Strategic Leadership and Business Oversight

• Support the department head to lead and oversee the end-to-end business support for the insurance/takaful Partnership distribution channel.
• Drive strategic planning & execution to support sales growth, operational efficiency and market competitiveness.
• Provide leadership in business analytics, sales forecasting and channel insights to enable data driven decisions.
• Oversee the transformation of data visualization and reporting through digital tools such as Power BI, etc.
• Monitor and enhance market share positioning through sales performance tracking and competitive analysis.

Reporting & Analytics

• Manage the delivery of accurate and timely sales performance reports and dashboards for internal stakeholders and external partners.
• Lead customer analytics initiatives to uncover sales patterns, campaign effectiveness and business trends.
• Translate insights into actionable strategies to improve channel productivity and performance.

Sales Campaign & Business Planning

• Lead end-to-end campaign management including design, planning, execution, fulfilment and post-mortem analytics.
• Collaborate with Sales & Product teams to ensure campaigns align with channel priorities and market opportunities.
• Support the annual business and strategic planning cycle through data analysis and planning frameworks.

Compensation & Incentive Management

• Oversee the compensation frameworks, performance based incentives, and contest tracking to drive engagement and productivity.
• Ensure robust governance on calculations, budget allocation and payout processes.

Channel Management & Onboarding

• Lead sales staff onboarding processes including licensing, regulatory compliance, and examinations (eg. TBE registration)
• Liaise with regulators and external bodies such as MTA to ensure full compliance and timely updates.
• Manage and update sales staff database and onboarding systems. (eg, DMS).

Cost & Expense Governance

• Monitor and manage distribution related costs and budgets, including marketing allocations, campaign funding and operational expenses.
• Drive process enhancements and controls to improve cost efficiency and budget utilization.

QUALIFICATIONS

• Degree holder in Business, Finance or related field.
• Minimum 5-8 years of experience in insurance/takaful business support or sales management, with at least 2 years in a managerial role.
• Broad-base understanding of insurance/takaful distribution, product lines and regulatory environment.
• Proven experience in managing reporting, analytics and campaign operations.
• Familiarity with regulatory bodies such as BNM and MTA/LIAM and compliance processes.