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Sales Manager, Independent Financial AdvisoryMetlife Limited
Sales Manager, Independent Financial AdvisoryMetlife Limited
Job Highlights
  • Manage existing accounts & enhance sales momentum
  • Identify and pitch potential new partners
  • Conduct sales training and product introduction
Job Description

Position Objectives & Summary:

The objectives of this position are leading the account management and distribution function of the IFA & Broker Channel to achieve the business objectives assigned through the following:

  • Achieve the assigned business objectives by active engagement with partners and effective distribution initiatives
  • Formulate strategy and lead the execution of new partner acquisition by identifying business alignment with prospective partners
  • Support partners’ sales activities by conducting product introduction and sales training
  • Work closely with internal support functions to deliver business enablers and follow up new business cases if necessary
  • Be strategic and influential to work with partners and frontline sales to capture the emerging demand in the market


Major Responsibilities:

  • Manage existing accounts to facilitate sales activities of partners and enhance sales momentum in reaching the sales aspiration set out by the company;
  • Identify and pitch potential new partners with strategic alignment to widen the distribution network
  • Conduct sales training and product introduction to frontline sales to ensure MetLife products are the products of choice;
  • Lead all distribution activities to ensure successful new product launch and driving sales;
  • Be proactive and creative to initiate activities to enhance our market shares;
  • Be analytical on sales trend, change in market and regulatory environment and provide solution to capture any emerging opportunities;
  • Work with the internal support functions to maintain a high level of service standard to partners and customers;
  • Contribute in formulating the channel and product strategy for the channel;
  • Maintain close relationship with both partners’ management team and key frontline staff;
  • Lead sales driven activities, such as branch visit and on-site sales coaching;
  • Lead other distribution and account management projects as assigned by the Senior Manager;
  • Help the team to maintain all quality measure including but not limited to good persistency, zero complaints and zero compliance breach on business;



  • University graduate with minimum 7 years relevant working experience
  • Good understanding in sales cycle and traditional/ investment products in the IFA segment
  • Excellent presentation and people skills
  • Strong business acumen, independent, and result-oriented
  • General PC skills in using MS Word, Excel, and PowerPoint
  • Excellent command of both written & spoken English and Chinese, including Cantonese and Mandarin
  • Candidate with less experience will be considered as Assistant Sales Manager


Personal data being collected or held by Metropolitan Life Insurance Company of Hong Kong Limited / MetLife Limited (“the company”) and the seconded company are being used for the purpose of recruitment, and may retain your application for a maximum of 12 months, in case a position that may be suitable later becomes available.

Additional Information
Career Level
Not Specified
Not Specified
Years of Experience
Not Specified
Employment Type
Full Time, Permanent
Dental insurance, Five-day work week, Life insurance, Medical insurance, Performance bonus
Company details

MetLife, through its subsidiaries and affiliates, is one of the world’s leading financial services companies, providing insurance, annuities, employee benefits and asset management to help its individual and institutional customers navigate their changing world. Founded in 1868, MetLife has operations in more than 40 countries and holds leading market positions in the United States, Japan, Latin America, Asia, Europe and the Middle East.


We are one of the largest institutional investors in the U.S. with more than $500 billion in managed assets as of December 31, 2016. We are ranked #42 on the Fortune 500 list for 2017. In 2017, we were named to the Dow Jones Sustainability Index (DJSI) for the second year in a row. DJSI is a global index to track the leading sustainability-driven companies.


MetLife Limited and Metropolitan Life Insurance Company of Hong Kong Limited (collectively “MetLife Hong Kong”) are wholly-owned subsidiaries of MetLife, Inc. in Hong Kong and private companies limited by shares incorporated and registered under the applicable laws in Hong Kong. Both MetLife Limited and Metropolitan Life Insurance Company of Hong Kong Limited are authorized insurers carrying long term business in Hong Kong.