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:
To effectively address the business strategies for Broker and Agency on boarding training IIQE training new agent and BG agents on boarding IUL ILAS Life & Health Product Training and activation DCR(Deepen Customer Relationship) initiatives and agency digitalization the AM/ Training Manager I will help the team head lead and take charge of these strategic initiatives ensuring the achievement of the desired outcomes. The role entails the development and deployment of a professional and relevant training curriculum for Broker and Agency which includes a customized class-in-charge program comprehensive selling-skill and product knowledge and the cultivation of a distinctive Sun Lifers brand.
Assist the team head to develop the Broker and Agency on boarding training & development strategy consistent with the company directions.
Assist the team head in developing implements and monitors channels performance to achieve production requirements.
Equip all channels with strong products knowledge and able to achieve the production requirement.
Develop & implement the communication plan engagement initiatives & training programs to activate & empower all channels to become top tier advisors.
Implement the class-in-charge program to uplift channels sales professionalism and improve the new agents activity ratio.
Manage and organize a theme-based training clinic and lead management programs.
Conduct training needs analysis of channels to identify areas where training is needed and develop training programs to address those needs.
Evaluate training effectiveness of training programs collecting feedback from participants and agency leaders tracking the performance of the attendees and making recommendations for improvement.
Develop training policies and procedures that support the organizations goals and objectives and ensure that training programs are consistent and effective. Develop training materials such as presentations manuals and videos that are used in training programs.
Ensure that training programs are delivered to a high standard.
Monitor and enhance the training system (LMS) to be more efficient user-friendly and accurate
Requirements
University graduate with a minimum of 8 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
IIQE Paper (1-5) knowledge and examination skill set
Knowledge in Life & Health insurance Financial Planning Investment and MPF
Preferred professional qualifications: FLMI CFP FChFP IIQE or equivalent
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
Fluency in English; proficiency in Mandarin and/or Cantonese is advantageous
Superior analytical communication and leadership abilities
Knowledge
Proficient in use of computer software (including power point excel and words)
Excellent coordination skills in execution among relevant departments Agency & Broker Channels
Leverage emerging technologies and learning methodologies to enhance training impact and relevance
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:
Channel ManagementPosting End Date:
30/05/2026Required Experience:
Manager
Sun Life is a financial services company providing financial planning, life insurance, health insurance, investments and more.