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:

To effectively address the business strategies for new agent and BG agents on boarding and activation, DCR initiatives, and agency digitalization, the Assistant Manager 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 new and BG agents, which includes a customized class-in-charge program, comprehensive selling-skill and product knowledge, and the cultivation of a distinctive Sun Lifers brand.

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.

Education and experience

Degree holder
With at least 5 years training or BDM related experience
IIQE and CPD qualification
Strong Insurance Product knowledge

Knowledge

Life & Health insurance
Financial Planning
Investment
MPF

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 coaching skill and small team Leadership 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 Channel
Good communication skill and being able to cooperate with others Good spoken and written English and Chinese (Cantonese and Mandarin)

Job Category:

Business Development - Non Actuarial

Posting End Date:

05/09/2026

Assistant Manager, Productivity and Capability Development