Distribution Analytics Manager
1 week ago
Training and Performance Analytics Manager to lead the measurement and evaluation of our learning programs and performance initiatives. Major functions include designing of performance dashboards, analyze training effectiveness, and deliver insights that drive continuous improvement in distributor activation, performance trends, and learning impact to support strategic decisions and improve distributor and sales manager productivity.
Contest Design and Review
(Specific to Training Initiatives)
Work closely with Strategies and Performance Senior Manager in :
- Pre-contest simulation and cost-benefit analysis of planned initiatives/contests
- Post contest review and analyze actual results vs plan (insights as to what went wrong, what can be improved, what to discontinue)
- Coordination with Channel Heads and Business Partners in crafting data-driven parameter
cost-benefit analysis, projected qualifiers, recommended gates, recommendation to stop/continue/improve
actual costs of some contests not yet final and not yet booked even if the contest is already done;
no standard process in contest planning and execution up to final review
Monthly Production Report
- Prepare the monthly production report and achievement of variable pay targets for all sales level (FE, SM, RSH, NSD)
- Adjust all approved exception cases impacting the production report and achievement of variable pay
Production report and variable pay hitter
Monthly Business Review
- Prepare the Distribution section of the MBR template from Group
Filled out excel template
Fund Under Management Retention Rate
- Provide causes of movements in the monthly FUM retention rate, upon request
- Provide forecast and actions necessary to improve FUM retention rate, upon request
FUM retention rate analysis and forecast
Qualifications
Experience in sales analytics, excel and power BI tools as well as understanding of sales metrics.
Skills and Knowledge
Educational Qualifications
Relevant Experience
- A Bachelor's degree in Business Administration, Statistics, Data Science, Mathematics, Industrial Engineering
- MBA, Masters in Data Science/Statistics is an advantage
- Preferably with at least 3 years of experience in the financial services industry, especially in the areas of Strategy, MIS, Actuarial, and Finance
- life/general insurance industry experience an advantage
- highly proficient in analytical tools such as Advanced Excel, SAS, PowerBI, SQL
- experience with financial modelling/operational business modelling
- experience in strategy consulting is a plu
Personal Characteristics/Behaviors
Other Requirements
- can work with minimal supervision
- team player
- flexible and adaptive to changes
- resilient and patient
- ability to communicate and defend business cases to Executive and/or Leadership Team
About AXA
A global leader in insurance and investments, AXA takes care of 103 million lives in 64 countries worldwide. We actively invest in pioneering and personalized solutions to meet your ever-changing needs and exceed your expectations. In the Philippines, we are in partnership with Metrobank, one of the country's strongest banks.
Established in 1999, AXA Philippines is one of the largest and fastest growing life insurance companies in the country. It offers financial security to more than one million individuals through its group and individual life insurance as well as general insurance products through its subsidiary Charter Ping An.
AXA Philippines is one of the first to introduce bancassurance operations in the country, and is among the pioneers in the investment-linked insurance sector.
AXA now offers a complete range of products for all its customers' insurance and financial protection needs, including savings and investments, health plans, income protection, and health coverage; and through its general insurance subsidiary Charter Ping An Insurance Corporation: fire, motor car, marine cargo, personal accident, bonds, casualty, and engineering insurance products.
AXA Philippines closed 2017 with P26.4 billion in total premium income and P5.7 billion in gross written premiums from Charter Ping An. Today, AXA has more than 4,000 financial advisers in 36 branches, and 700 financial executives in over 900 Metrobank and PSBank branches nationwide. Charter Ping An, on the other hand, has 22 branches nationwide and 2,007 agents.
AXA Philippines is a joint venture between the AXA Group, headquartered in France, and the Metrobank Group, one of the largest financial conglomerates in the Philippines.
The Metrobank Group is a conglomerate of industry-leading businesses that includes First Metro Investment Corporation, Metrobank Credit Cards, Federal Land, Toyota, and Manila Doctors Hospital. It was hailed Best Bank in the Philippines in 2010, 2011, and 2012 by Euromoney and recognized as the strongest bank in the Philippines by The Asian Banker in 2013. It is owned by the Ty Family whose major business interests include financial services, real estate development, power, and manufacturing.
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