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Sun Life of Canada (Philippines), Inc. Josephine Collado

Associate Director, Productivity Academy

Early Applicant
  • Posted 26 days ago
  • Be among the first 10 applicants
15-17 Years

Banking/Accounting/Financial Services

Job Description

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:

The Associate Director of MISPC & Productivity Academy is responsible for strategically developing and implementing comprehensive learning and development initiatives to enhance channel productivity, professional growth, and organizational value. This role also requires a strategic thinker with strong leadership skills, expertise in instructional design, and the ability to drive organizational change through innovative learning and development practices in the insurance industry.

This pivotal role focuses on:

Strategic Leadership:

  • Develop and execute innovative strategies for channel skill enhancement, address channels short-term to long-term productivity goals and professional development
  • Align learning initiatives with organizational objectives to maximize business impact
  • Prepare comprehensive management reports and presentations for the Department Head.

Program Management:

  • Oversee the delivery, and evaluation of high-impact productivity training programs
  • Manage key performance indicators (KPIs) for productivity and skill set training programs
  • Coordinate onboarding, licensing, and specialized training initiatives (e.g., Life & Health, MPF, Cross Selling, MDRT, HNW, Investment)

Curriculum Development:

  • Identify learning opportunities and gaps to create targeted curriculum and content
  • Design engaging, interactive learning materials with a focus on advisory and soft skills
  • Emphasize strategic areas such as High Net Worth (HNW) , MPF, Wealth and Health & Protection products

Distributor Capability Enhancement:

  • Build and strengthen distributor capabilities in advisory services, cross-selling, and product knowledge
  • Implement a standardized learning management system for consistent, scalable training across markets

Performance Measurement:

  • Establish comprehensive metrics to assess training program effectiveness
  • Analyze the impact of learning initiatives on sales performance and other key business indicators

Stakeholder Management:

  • Collaborate with internal and external stakeholders to ensure program effectiveness and alignment

Team Leadership:

  • Mentor the productivity training and administrative team
  • Foster a culture of continuous learning and innovation
  • Prepare & monitor budget and manpower utilization.

Technological Integration:

  • Leverage emerging technologies and learning methodologies to enhance training impact and relevance

Education and Qulifications

  • University graduate with a minimum of 15 years of relevant experience
  • At least 5 years of management experience, encompassing both people and project management skills in the life insurance industry
  • 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

  • IIQE Paper (1-5) knowledge and examination skill set
  • Life & Health insurance
  • Financial Planning
  • Investment
  • MPF

Abilities

  • 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 Management

Posting End Date:

08/11/2025

Date Posted: 07/09/2025

Job ID: 125601009

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About Company

Sun Life Financial Inc. is a Canadian financial services company. It is primarily known as a life insurance company. Sun Life has a presence in investment management with over CAD$1.3 trillion in assets under management operating in a number of countries.

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Last Updated: 03-10-2025 00:39:31 AM
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