You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll 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, you'll 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:
Job Purpose
The Assistant Manager/Manager 1, Learning and Development 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, drive MCI Productivity 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.
- 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.
Education and experience
- Bachelor Degree or above in Business Studies/ Marketing/Communications
- With at least 5 years training experience in insurance industry
- Professional qualification(s) preferred: FLMI, CFP, FChFp, IIQE, etc
- Fluent in Mandarin and English communication
Core Soft/Transferable Competencies Required
- 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
Abilities
- Proficient in use of computer software (including power point, excel and words)
- Excellent coordination skills in execution among relevant departments and Agency & Broker 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:
Sales - Distribution Support
Posting End Date:
05/01/2026