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.



At Sun Life, we're driven by our Purpose: helping our Clients achieve lifetime financial security and live healthier lives. Our values shape how we work: caring, authentic, bold, inspiring, and impactful.



When you join Sun Life, you'll work with passionate colleagues and empowering leaders who support your growth and celebrate your contributions, so you can make a meaningful difference in our Clients' lives.



Discover how you can make a difference in the lives of individuals, families and communities around the world.




Job Description:



Responsibilities

• Assists the team head to develop the new and BG agents training & development strategy for new and BG agents and consistent with the company directions.


• Assists the team head in developing, implements and monitors new & BG agents' performance to achieve production requirements with MDRT target.


• Assist the team head to develop new & BG agents' activities to increase their sense of commitment.


• Equip the new & BG agents with strong products knowledge and able to achieve the production requirement.


• Develops & implements the communication plan, engagement initiatives & training programs to activate & empower the new and BG agents to become MDRT members.


• Implements the class-in-charge program to uplift the new and BG agents' sales professionalism and improve the new agent's activity ratio.


• Manages and organizes a theme-based training clinic and lead management programs.


• Conducts training needs analysis of new & BG agents to identify areas where training is needed and develop training programs to address those needs.


• Evaluates training effectiveness of training programs, collecting feedback from participants and agency leaders, tracking the performance of the attendees, and making recommendations for improvement.


• Develops training policies and procedures that support the organization's 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.


• Ensures that training programs are delivered to a high standard.

Job Requirements

• Bachelor's degree or above, with at least 5 years of experience in training, agency development, or business development management within the insurance industry.


• Holder of valid IIQE qualifications and compliant with CPD requirements.


• Strong knowledge of Life & Health Insurance products, Financial Planning, Investment, and MPF solutions.


• Solid understanding of insurance products, agency operations, and industry practices.


• Excellent communication, presentation, and interpersonal skills.


• Strong analytical, problem-solving, and decision-making capabilities.


• Proven project management, planning, and organizational skills, with the ability to manage multiple priorities.


• Effective coaching and small team leadership capabilities.


• Proficient in Microsoft Office , particularly PowerPoint, Excel, and Word.


• Fluent in spoken and written English and Chinese, including Cantonese and Mandarin, with strong cross-functional coordination skills.

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 Management




Posting End Date:

17/09/2026