Job Description

Sales Performance Tracking

  • Monitor and analyze daily, weekly, and monthly sales performance of Financial Advisors.
  • Generate insights on case count, case size, and total annualized premium income (API).
  • Identify top performers and underperformers to guide branch coaching strategies.

Recruitment Data Monitoring

  • Track recruitment funnel data — from invitations, attendees, interviews, up to activation.
  • Analyze conversion rates and identify bottlenecks in the recruitment process.
  • Provide actionable insights to help the branch improve recruitment efficiency.

Branch Dashboard and Report Generation

  • Create and update interactive dashboards and summary reports (Power BI, Excel, Google Sheets, etc.) for the branch and unit managers.
  • Ensure reports are visually clear, timely, and reflect accurate numbers for sales, manpower, and incentives.

Incent...

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