- Location
- Sun Life Hong Kong - Sun Life Tower
- Type
- Full-time
- Department
- Human Resources
- Seniority
- Entry
- Experience
- 10+ years
- Education
- Bachelor
- Closing date
- Today
- Source
- Workday
Description
You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do.
At Sun Life, we're driven by our Purpose: helping our Clients achieve lifetime financial security and live healthier lives. Our values shape how we work: caring, authentic, bold, inspiring, and impactful.
When you join Sun Life, you'll work with passionate colleagues and empowering leaders who support your growth and celebrate your contributions, so you can make a meaningful difference in our Clients' lives.
Discover how you can make a difference in the lives of individuals, families and communities around the world.
Job Description:
Compensation, Incentives & Segmentation Analytics
Analyze agency compensation, incentives, productivity, and segmentation trends to generate actionable business insights.
Monitor compensation governance, package validations, compensation eligibility, and financial reporting.
Manage compensation reconciliations, referral bonuses, recruitment package reporting, and related analytics.
Develop and enhance agent segmentation frameworks, productivity diagnostics, and movement tracking across agency tiers.
Serve as the key contact with Finance and Regional Office on compensation-related initiatives.
Incentive Design & Budget Management
Support the design, modelling, and implementation of compensation schemes, recruitment packages, and incentive programs.
Conduct cost-benefit analysis, financial simulations, and ROI assessments for new initiatives.
Manage agency budgets, accruals, package spending, and financial governance.
Partner with Finance on budgeting, forecasting, expense monitoring, and year-end planning.
Campaign Strategy & Business Analytics
Design and evaluate agency campaigns, contests, and incentive programs using data-driven insights.
Conduct campaign performance analysis, behavioral analytics, and ROI assessments.
Develop executive dashboards and management reports to monitor business performance, segmentation movement, and incentive effectiveness.
Financial Planning & Forecasting
Lead financial forecasting, business modelling, and scenario analysis for agency initiatives.
Prepare business cases and management reports to support strategic decision-making.
Monitor agency financial exposure, accruals, budget utilization, and compensation trends.
Governance & Strategic Projects
Drive reporting enhancements, process improvements, and financial governance initiatives.
Act as a subject matter expert on agency compensation, incentives, and financial analytics.
Lead the incentive and campaign governance components of the Asia Agency Operating Guidelines.
Support strategic agency transformation and business growth initiatives.
Job Requirements
Bachelor's degree in Finance, Business, Economics, Statistics, Actuarial Science, Data Analytics, or related disciplines.
10+ years of experience in financial analysis, compensation, incentive management, business planning, or distribution/agency analytics.
Strong financial modelling, budgeting, forecasting, and data analytics skills.
Advanced Excel proficiency and experience with Power BI, Tableau, SQL, or other BI tools.
Strong stakeholder management, project management, and problem-solving capabilities.
Insurance or financial services experience is highly preferred.
At Sun Life, we cultivate a High-Performance, Caring Culture that empowers our people to achieve outstanding results, embrace continuous growth, and create meaningful impact. We succeed together by fostering an inclusive environment where wellbeing, collaboration, and accountability are equally valued.
We offer 5-day work, attractive salary, MPF, group life and group medical insurance; and excellent career development opportunities to the right candidate.
We are an equal opportunity employer and welcome applications from all qualified candidates. Application forms and resume will be kept for a period of 24 months after completion of the recruitment process. (All information will be held in strict confidence and only be used for recruitment purpose).
Job Category:
FinancePosting End Date:
29/12/2026
