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Job Summary:
The Performance Lead is responsible for defining, tracking, and interpreting initiative performance metrics across all Prudential agency squad workstreams. This role ensures that every initiative — from recruitment uplift to top-tier progression and enablement rollouts are measured with clarity, and continuously improved through data-driven feedback loops. You will partner closely with Project Leads and cross-functional teams to ensure KPIs are aligned to business intent, progress is tracked rhythmically, and outcomes are translated into actionable learnings that inform postlaunch reinforcements or pivots.
Job Descriptions:
- Define initiative-specific success metrics — including adoption KPIs, advisor behavioral targets, business impact measures, and productivity cost projections for pre- and post-launch evaluation
- Shape initiative business logic and assumptions in partnership with initiative owners – ensuring every new initiative is built on a sound rational, measurable impact hypothesis, and field-grounded benchmarks
- Establish and maintain a dashboard rhythm to track rollout performance across all Agency key initiatives, driving visibility on what’s landing, lagging, or requiring reinforcement
- Monitor advisor usage, engagement, and activation behaviors across key initiatives (e.g. tool adoption, 1:1 coaching penetration, recruitment channel conversion)
- Translate insights into tactical recommendations - advising Project Owners and squad leads on where adjustments, reinforcements, or targeting improvements are needed
- Collaborate with Change, Enablement, and Strategy teams to ensure KPIs are not just reported but actively influence reinforcement journeys and stakeholder communications
- Work in close partnership with Transformation Office and develop and track initiative value, effectiveness, and field traction
- Ensure initiative assumptions and baselines are grounded in business logic and evolve with maturity of each program
Qualifications & Experience:
Bachelor’s degree in Data Analytics or equivalent field
8 – 12 years in analytics, performance management, business intelligence, or strategy-related functions
Experience in reporting/analytics for field-force-led environments (insurance, sales, distribution, agency)
Demonstrated ability to translate numbers into business action
Skilled in dashboard design, performance tracking, and behavioral insight generation
Experience working with multi-functional teams and initiative owners to embed KPIs into planning and rollout
Former actuarial experience in insurance will be an advantage
Key Skills & Traits:
Highly analytical with strong business acumen - not just a reporter, but an advisor
Strong communicator - able to analyse and tell stories from data
Structured and precise in building tracking frameworks
Comfortable operating across multiple initiatives with fast-moving priorities
Curious, solution-oriented, and relentless in surfacing actionable insights
Prudential is an equal opportunity employer. We provide equality of opportunity of benefits for all who apply and who perform work for our organisation irrespective of sex, race, age, ethnic origin, educational, social and cultural background, marital status, pregnancy and maternity, religion or belief, disability or part-time / fixed-term work, or any other status protected by applicable law. We encourage the same standards from our recruitment and third-party suppliers taking into account the context of grade, job and location. We also allow for reasonable adjustments to support people with individual physical or mental health requirements.