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 Assistant Manager is responsible for driving productivity and sales through the development and implementation of a professional and relevant training curriculum for agency and broker teams. This role aims to enhance the selling skills product knowledge to enhance the professional qualifications of agency and broker teams and overall brand identity of Sun Lifers ensuring the achievement of strategic business outcomes. The training curriculum will involve broker training new agent & BG agent training IIQE and CPD training existing agent training product and sales skills training.
Major Accountabilities
Curriculum Development:Design and deploy a customized training curriculum that includes class-in-charge programs comprehensive selling skills and product knowledge sessions. This curriculum will cater to new agent training IIQE and CPD training existing agent training and product and sales skills training.
Market Intelligence Integration:Collaborate with Market Intelligence Solutions and Product Communications teams to create product promotion and training materials informed by market insights.
Training Delivery:Conduct agency and broker training workshops product briefings and client seminars. Manage registration enrollment and logistical arrangements.
LMS Management manage LMS e-learning platform
Seminar Management:Oversee the design approval and logistic arrangement of regular seminars (Health Wealth ILAS etc.) for Broker and Agency. Ensure compliance with legal and regulatory standards.
IIQE & CPD Training:Conduct IIQE training sessions to enhance the professional qualifications of agency and broker teams.
Strategy Development:Assist the team head in developing training and development strategies aligned with company directions. Create activities to increase agent commitment and equip them with strong product knowledge.
Communication and Engagement:Develop and implement communication plans and engagement initiatives to empower broker and new and existing agents aiming for MDRT membership.
Class-in-Charge Program:Implement programs to uplift sales professionalism and improve activity ratios among new and existing agents.
Training Clinic Management:Organize theme-based training clinics and lead management programs to Agency and Broker.
Training Needs Analysis:Conduct analyses to identify training needs and develop targeted programs to address those needs.
Evaluation and Improvement:Evaluate the effectiveness of training programs through participant and agency leader feedback performance tracking and continuous improvement recommendations.
Training Policy Development:Create training policies and procedures that align with organizational goals. Develop training materials such as presentations manuals and videos.
Quality Assurance:Ensure that all training programs are delivered to a high standard maintaining consistency and effectiveness across all sessions.
Requirement
Bachelor Degree or above in Business Studies/ Marketing/Communications
With at least 5 years training experience in insurance training industry
Professional qualification(s) preferred: FLMI CFP FChFp IIQE etc
Familiar with Agency and Broker Culture
Good Team player
Strong communication skills
Good analytical mind and problem-solving skill
Good project management planning and organization skill
Good interpersonal skills
Multi-task
Detail oriented and able to deliver accurate work
Proficient in use of computer software (including power point excel and words)
Excellent coordination skills in execution among relevant departments and Agency Channel
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.