Manager, Business Planning & Strategy

PURPOSE & 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 / EXPERIENCE

• 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.