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:

Overall Purpose:

Leads the overall delivery of training & development strategy aligned with the company’s value proposition for the distribution channel, and in support of business outcomes. 

Major Accountabilities

Identify 5-6 major accountabilities. Describe these accountabilities by what is to be accomplished, how and why. Include the approximate percentage of time spent on each accountability. Use action verbs to begin each statement. Avoid the use of acronyms.

• Develops the overall training & development strategy that aligns with the business objectives for the agency channel.
• Ensures that the people, process, tools and structure of the business unit can deliver the expected outcomes for the key stakeholders within Sun Life PH and Asia.
• Drives transformation within the business unit in response to relevant trends in learning technology, shifts in learners’ preferences, shifts in industry practices, and evolving consumer landscape.  
• Designs training & development programs to support new distribution channels or agency models.
• Collaborates with other business units in relation to cross-functional initiatives that requires distribution training intervention.

Performance Indicators (if necessary)

Finance Metrics (If relevant, describe type and amount (e.g. size of budget managed, revenue, etc.)

Sales Metrics (If relevant, describe type and amount.)

% of advisors/managers completed mandatory training

% of advisors/managers engaged in elective training

Delivery of new training courses or program

Delivery of new training platforms

Agency KPIs:  AFYP, activity ratio, manpower count

Specialized Knowledge/Skills   Describe the level of technical/professional knowledge and key skills needed to successfully perform the work of the job. 

Abilities

• Applies technical expertise on training needs analysis, curriculum development, program implementation/delivery and evaluation, and various organizational development techniques to address T & D needs of the salesforce
• Applies expert consulting skills in identifying T&D needs of salesforce and in determining appropriate interventions to address organization issues
• Applies project execution skills such as agile ways of working, user-centric design thinking, data-driven insighting

Knowledge

• Expert level of knowledge of life insurance industry, agency distribution operations, insurance products
• Expert level of knowledge of sales process and client-centric selling approaches; agency building and performance management
• In-depth understanding of adult learning philosophies and how to apply them to course design and delivery
• Up-to-date knowledge of trends and developments in training and course design, organizational development and financial services industry to curriculum design and delivery

Problem solving

• Lead and strategize Mid year and year end planning with DLD for overall direction and prioritization
• Participate as DLD Lead in Mid year and year end planning with whole Distribution overall direction and prioritization
• Introduce Overall strategy on New Sales techniques, Ideas and Tools for Distribution
• Implementation of LMS Systems
• Handle Leadership Dynamics of his team of Managers per section (resolve escalations, conflict management and final approvals)

Communications

• Interaction with Agency Management Team (Distribution Leadership),
• Act as Resource and Consultant for Overall Learning -related Initatives and strategy for Regional reports
• Drives collaboration with other business units in relation to cross-functional initiatives that requires distribution training intervention.

Core/Transferable Competencies required

• Translating Strategy into Action
• Dealing with VUCA
• Creativity/Innovation
• Communication
• Planning and Organizing Work
• Talent development
• Resource Optimization
• Monitoring Outcomes that drive impact

Education and Experience   Indicate the minimum education and experience required to perform the work. Include specific professional designations, licenses, registrations, etc. required to perform the job.

Education

University degree

Experience

At least 10 years of experience at management level on developing, training and educating sales management and field force, direct sales and management involving financial products.  Actual direct selling experience from the industry is an advantage.

Job Category:

Sales - Distribution Support

Posting End Date:

23/07/2026