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Sun Life Financial, Inc.

Sales & Advice Journey Owner, Director, Digital Distribution

Hong KongOperations

About the role

FinEx AI summary

Director role owning the Sales Advisory journey across Asia, covering Financial Needs Analysis and Point of Sale. Maintains a two-year plan, capability roadmaps, measures and delivery priorities, and recommends changes based on market needs and feedback. Reports to Head of Distribution Excellence, Asia, based in Hong Kong.

Core skills

Financial Needs AnalysisPoint of SaleDistribution StrategyJourney DesignCapability RoadmapsPerformance Measurement

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