Why Join Sun Life Vietnam
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.
About the Role
To lead the Banca business performance management agenda by providing timely and actionable performance insights, identifying performance gaps and underlying business drivers, and driving cross-functional intervention and recovery actions to ensure delivery of Bancassurance business commitments. The role serves as the central performance management point for Banca, connecting business results, sales drivers, execution effectiveness, and management actions to support the Chief Banca Officer and Banca Leadership Team in making timely business decisions.
Responsibilities
- Lead Banca business performance management: Lead the end-to-end Banca performance management process by monitoring business results against agreed targets, commitments, and key business drivers across bank partnerships and sales channels.
- Diagnose performance gaps and business drivers: Analyse business performance to identify material gaps, trends, root causes, and emerging risks across sales productivity, activation, product mix, customer segments, quality, and partnership execution.
- Drive performance interventions and recovery actions: Translate performance insights into clear management actions and coordinate with Sales, Enablement, Academy, Operations, and relevant functions to develop and track intervention and recovery plans.
- Provide actionable insights for executive decision-making: Provide timely and actionable performance insights and recommendations to the Chief Banca Officer and Banca Leadership Team to support business decisions, prioritisation, and resource deployment.
- Lead performance governance and management reviews: Lead the Banca performance governance rhythm, including regular business performance reviews, management dashboards, action tracking, and escalation of material performance risks requiring management intervention. Ensure all activities, decisions and deliverables comply with fair treatment of Clients principles, proactively identifying and mitigating risks of unfair client outcomes in line with Company conduct expectations.
Qualifications
- Bachelor's degree in Business Administration, Finance, Economics, Banking, Insurance, Data Analytics, or a related discipline.
- Minimum 10 years of relevant experience in business performance management, sales management, Bancassurance, banking, insurance, or financial services.
- Demonstrated experience in business performance analysis, root-cause diagnosis, management reporting, and driving cross-functional business actions.
Required Skills
- Strong knowledge of Bancassurance sales management, business performance management, and insurance distribution economics.
- Strong analytical and commercial capability with the ability to connect data, business drivers, and frontline execution to identify root causes and actionable interventions.
- Strong capability in performance management, management information, dashboard interpretation, root-cause analysis, and action tracking.
- Ability to challenge constructively, influence cross-functional stakeholders, and drive accountability for business outcomes.
- Demonstrate the Curiosity to effectively leverage AI tools to enhance productivity, performance analysis, decision-making, and quality of outcomes within the role.
Preferred Skills
- Solve complex and time-sensitive business performance issues where performance outcomes are influenced by multiple interdependent drivers including sales productivity, bank policies, customer behaviour, product mix, operational execution, and market competition.
- Diagnose underlying performance drivers beyond reported results and determine the most appropriate intervention, escalation, or recovery action.
- Exercise judgement in prioritising material performance issues and escalating risks requiring Chief Banca Officer or senior management intervention.
- Demonstrate strong accountability in problem solving by proactively identifying, owning, and resolving all issues within scope, regardless of formal task assignment.
