Job Summary
:This role leads the conceptualization, delivery, and post-launch management of key initiatives that uplift top-tier agents and expand recruitment pipelines across PFA.
The Project Lead will shape initiative priorities, coordinate milestone planning, and manage cross-functional alignment to ensure timely, agency force relevant execution.
You will work closely with activation, content delivery and performance teams to translate strategic direction into actionable programs that accelerate career progression and attract quality talent.
This role requires a strong operational grip, field empathy, and a collaborative mindset to ensure initiatives are sequenced, scaled and measured effectively.
Job Descriptions:
Qualifications & Experience:
Bachelor’s degree in business, Technology, or equivalent field
6–10 years’ experience in FA strategy, distribution operations, training or transformation roles within insurance or financial services
Proven track record in leading and operationalizing field-facing initiatives such as recruitment expansion, performance progression, and/or leadership development programs
Experience or background in consultancy with insurance project management and proven results will be considered
Key Skills & Traits:
Strategic thinker with strong operational grip and structured execution mindset
Field-empathetic and grounded — understands what motivates adoption and how to land initiatives on the ground
Strong stakeholder engagement and influence — able to align across functions and agency segments
Skilled in turning insights into reinforcement actions, and aligning trainers/BDMs to execute at scale
Confident communicator — clear in written, verbal, and visual storytelling formats (slides, playbooks, recaps)
Proactive, resilient, and adaptable — thrives in a fast-moving, cross-functional environment
Collaborative but outcome-driven — balances relationship-building with accountability for impact