You are as unique as your background experience and point of view. Here youll be encouraged empowered and challenged to be your best self. Youll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day youll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals families and communities around the world.
Job Description:
The Senior Manager / Associate Director is responsible for strategically developing and implementing comprehensive learning and development initiatives to enhance channel productivity professional growth and organizational value. This role requires a strategic thinker with strong leadership skills expertise in instructional design and the ability to drive organizational change through innovative learning and development practices in the insurance industry.
Responsibilities
Strategic Leadership
Develop and execute innovative strategies for channel skill enhancement address channels short-term to long-term productivity goals and professional development
Align learning initiatives with organizational objectives to maximize business impact
Prepare comprehensive management reports and presentations for the Department Head
Program Management
Oversee the delivery and evaluation of high-impact productivity training programs
Manage key performance indicators (KPIs) for productivity and skill set training programs
Coordinate onboarding licensing and specialized training initiatives (e.g. Broker Training IIQE (paper 1-5) New agent and company agent on boarding training Life & Health Product Training IUL & ILAS training MPF Cross Selling MDRT HNW Investment Training)
Curriculum Development
Identify learning opportunities and gaps to create targeted curriculum and content
Design engaging interactive learning materials with a focus on advisory and soft skills
Emphasize strategic areas such as High Net Worth (HNW) MPF Wealth and Health & Protection products
Distributor Capability Enhancement
Build and strengthen distributor capabilities in advisory services cross-selling and product knowledge
Implement a standardized learning management system for consistent scalable training across markets
Performance Measurement
Establish comprehensive metrics to assess training program effectiveness
Analyze the impact of learning initiatives on sales performance and other key business indicators
Stakeholder Management
Collaborate with internal and external stakeholders to ensure program effectiveness and alignment
Team Leadership
Mentor the productivity training and administrative team
Foster a culture of continuous learning and innovation
Prepare & monitor budget and manpower utilization
Technological Integration
Leverage emerging technologies and learning methodologies to enhance training impact and relevance
Requirements
University graduate with a minimum of 15 years of relevant training or product communication experience
At least 5 years of management experience encompassing both people and project management skills in the life insurance industry
Preferred professional qualifications: FLMI CFP FChFP IIQE or equivalent
IIQE Paper (1-5) knowledge and examination skill set
Knowledge in Life & Health insurance Financial Planning Investment and MPF
Proven experience in developing training and learning & development strategies for various channels
Familiarity with agency culture and operations
Strong strategic thinking and execution capabilities
Meticulous attention to detail creativity ambition and influential personality
Demonstrated leadership skills and an entrepreneurial mindset
Excellent stakeholder management and interpersonal skills
Excellent coordination skills in execution among relevant departments Agency & Broker Channels
Fluency in English; proficiency in Mandarin and/or Cantonese is advantageous
Superior analytical communication and leadership abilities
Proficient in use of computer software (including power point excel and words)
We offer 5-day work attractive salary MPF group life and group medical insurance; and excellent career development opportunities to the right candidate.
We are an equal opportunity employer and welcome applications from all qualified candidates. Application forms and resume will be kept for a period of 24 months after completion of the recruitment process. (All information will be held in strict confidence and only be used for recruitment purpose).
Job Category:
Sales - Distribution SupportPosting End Date:
30/05/2026Required Experience:
Director
Sun Life is a financial services company providing financial planning, life insurance, health insurance, investments and more.