1. Business Transformation Adaptation & Execution
Champion the implementation of the Agency Business Transformation model within the sales team, ensuring full alignment with the company’s evolving sales strategy.
Guide the team in adopting new sales structures, processes, and performance standards introduced under the transformed agency model.
Promote a mindset shift toward professionalism, productivity, and sustainability in agency building and management.
Ensure team members understand and embrace the new expectations around recruitment, activation, retention, and productivity.
2. Business Planning
Set monthly targets, forecast manpower growth, and design sales execution plans.
Break down monthly sales and recruitment targets for each Agency Leader (AL) based on company goals and manpower allocation, using MAPA matrix
Analyze team performance trends (APE, EHC, Active Ratio ...) and propose corrective plans where needed.
Coordinate with the Director to align forecasts, headcount plans, and structure optimization for sustainable growth.
Prepare and submit weekly and monthly performance dashboards to ensure transparent, data-driven decision-making.
3. Team Building/Recruitments
Recruit new agents/leaders and strengthen the structure to ensure sustainable growth.
Identify and recruit new ARs and ALs through direct referrals, recruitment sessions, and collaboration with existing team members.
Ensure & maintain a balanced team structure (10 - 15 ALs per Manager).
Assign mentors or onboarding buddies for new recruits to improve first 90-day success rate and reduce dropout risk.
Conduct regular talent reviews to identify potential leaders and prepare promotion readiness plans.
4. Training & Coaching
Provide onboarding, skills training, and regular coaching to uplift advisor capability and confidence.
Deliver initial onboarding training and ensure completion of product certification, ethics training, and eApp usage for all new Recruits.
Facilitate weekly skill-building sessions (sales objection handling, lead conversion, digital tools usage).
Observe field activities (joint fieldwork, role-play) and give individual coaching with written action plans.
Collaborate with the Training Department to ensure all ALs receive continuous development support aligned with the AVP model.
5. Motivation
Recognize achievements, create engagement activities, and foster a high-energy working spirit.
Create a motivating work environment through monthly recognition of top performers and improvement achievers.
Run internal contests or incentives aligned with national campaigns (e.g., APE contests, recruitment race).
Host 1-on-1 check-ins to understand team members’ personal goals and provide support accordingly.
Act as a role model by sharing success stories and promoting the “Dám sống đời tự do” (Dare to Live Free) spirit in every engagement.
6. Agency Operations Supervision
Monitor daily performance, ensure KPI tracking, and solve compliance or process issues proactively to ensure at least 3 active/AL/month
Review daily agent activity logs (SmartAgency, eApp) and intervene when activation or productivity falls below benchmarks.
Validate recruitment documentation and compliance readiness before agent code approval (AVICAD rules).
Handle issues related to licensing, agent status change, and resignations in coordination with the DS/ICD departments.
Monitor adherence to Chubb’s brand standards, ethical guidelines, and operational processes always.
7. Activity Organization
Plan and execute recruitment events, team meetings, recognition ceremonies, and campaign launches.
Organize and run weekly business meetings with all ALs to review KPIs, campaigns, and pipeline status.
Plan and host at least 1 recruitment event per month (career talk, presentation, or open day).
Conduct structured onboarding events for new joiners (e.g., Day 1 orientation, Day 30 check-in).
Support and co-lead internal team-building activities, recognition ceremonies, and cultural engagement sessions to build cohesion and belonging.
Qualifications
- Strong knowledge of sales operations model, activities management, agency recruitment.
- Good at analytical and problem-solving skills, with the ability to assess complex issues and develop effective mitigation strategies.
- Strong leadership and managerial skills, with the ability to influence and drive change across the team.
- Great stakeholder management, with proven ability to work collaboratively and build relationships with internal and external stakeholders.
- Following and good at compliance-related information and requirements.