VP – Head of Strategic Planning & Forecasting (Insurance Distribution Channels)

at  The Edge Partnership

Posted by
Michael Durkin
Associate Director - Specialist in recruitment in the Finance and CFO space for Banking & FS
We are currently partnering with a global provider of comprehensive life insurance, health insurance, and investment-linked protection solutions, who are looking to hire a Head of Strategic Planning & Forecasting to have oversight of all Distribution Channels.

Key Responsibilities:

• Strategic Decision Making & Financial Planning: Reporting to the Head of Planning & Analysis, you will lead a team of analysts to develop forecasts, conduct variance analysis, and provide actionable insights to support key business initiatives. Collaborate with cross-functional teams to align financial objectives with overall business goals, driving sustainable growth.
• Distribution Oversight: Oversee compensation for distributors (including agency, IFA, Bancassurance) and assess campaign efficiency to ensure plan achievement.
• Sales & Revenue Planning: Lead the creation and execution of comprehensive sales and revenue plans, including annual channel budgets, long-term forecasts, and strategic plans. Work closely with senior management to ensure these plans align with the company’s objectives.
• Data-Driven Insights: Analyze large data sets to identify trends, patterns, and optimization opportunities, translating findings into actionable insights and recommendations for stakeholders.
• Operational Efficiency: Identify inefficiencies in business processes and develop streamlined solutions to enhance operational efficiency.
• Stakeholder Engagement: Build strong relationships with key stakeholders, including department heads, executives, and bank partners, to understand their needs and deliver value-added solutions.
• Team Leadership: Manage and mentor a team, providing guidance and support to ensure successful project and initiative execution.

To be eligible for this role you will require:

• Educational Background: Bachelor’s degree in Business Administration, Economics, Finance, or a related field.
• Leadership Experience: Proven experience in business and performance analysis (10+ years), with experience in a leadership role.
• Industry Knowledge: Experience in the Life Insurance Industry and understanding of IFRS17 is a plus, whilst knowledge of Distribution channels (i.e. Agency, IFA, Bancassurance) is essential
• Analytical Proficiency: Strong analytical skills and proficiency in data analysis tools and techniques.
• Effective Communication: Excellent communication and interpersonal skills, with the ability to convey complex ideas to diverse audiences effectively.
• Strategic Thinking: A strategic thinker with a proven track record of driving results and implementing innovative solutions.

Please contact Michael Durkin on +65 8894 1963 or email your cv directly in word format with job reference no. JOB-12935 to bankingandfinance-SG@theedgeinasia.com
Please note that due to the high number of applications only shortlisted candidates will be contacted. If you do not hear from us in the next 5 business days we regret to inform you that your application for this position was unsuccessful.
EA License : 16S8131
Recruiter License : R2090716
Job ID JOB-12935

Key Responsibilities:

• Strategic Decision Making & Financial Planning: Reporting to the Head of Planning & Analysis, you will lead a team of analysts to develop forecasts, conduct variance analysis, and provide actionable insights to support key business initiatives. Collaborate with cross-functional teams to align financial objectives with overall business goals, driving sustainable growth.
• Distribution Oversight: Oversee compensation for distributors (including agency, IFA, Bancassurance) and assess campaign efficiency to ensure plan achievement.
• Sales & Revenue Planning: Lead the creation and execution of comprehensive sales and revenue plans, including annual channel budgets, long-term forecasts, and strategic plans. Work closely with senior management to ensure these plans align with the company’s objectives.
• Data-Driven Insights: Analyze large data sets to identify trends, patterns, and optimization opportunities, translating findings into actionable insights and recommendations for stakeholders.
• Operational Efficiency: Identify inefficiencies in business processes and develop streamlined solutions to enhance operational efficiency.
• Stakeholder Engagement: Build strong relationships with key stakeholders, including department heads, executives, and bank partners, to understand their needs and deliver value-added solutions.
• Team Leadership: Manage and mentor a team, providing guidance and support to ensure successful project and initiative execution

To be eligible for this role you will require:

• Educational Background: Bachelor’s degree in Business Administration, Economics, Finance, or a related field.
• Leadership Experience: Proven experience in business and performance analysis (10+ years), with experience in a leadership role.
• Industry Knowledge: Experience in the Life Insurance Industry and understanding of IFRS17 is a plus, whilst knowledge of Distribution channels (i.e. Agency, IFA, Bancassurance) is essential
• Analytical Proficiency: Strong analytical skills and proficiency in data analysis tools and techniques.
• Effective Communication: Excellent communication and interpersonal skills, with the ability to convey complex ideas to diverse audiences effectively.
• Strategic Thinking: A strategic thinker with a proven track record of driving results and implementing innovative solutions