Assistant Manager / Manager I , Productivity Academy

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 Assistant Manager/ Manager I, Productivity Academy, 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 agency and broker which includes a customized class-in-charge program, comprehensive selling-skill and product knowledge, and the cultivation of a distinctive Sun Lifers brand.

• This role will assist Market Intelligence, Solutions and Product Communications and Productivity Training Team to prepare the product / service promotion and training material with market intelligence.

• Provide the Agency & Broker training and workshop, product briefings, Client Seminars’ registration, enrolment and logistic arrangement

• Help to post New Product Information with promotional message on social medias, such as SunLifers , IG etc, in order to enhance Agency’s new product awareness and help them create the product promotional message to Agency channels.

• Responsible for the Agency regular client seminar ( Health, Wealth, ILAS seminars etc) poster Artwork and layout design and responsible for assist the logistic arrangement, agency, broker and client enrollments and registration, including due with legal and compliance for the poster and seminar’s content’s approval.

• Conduct the IIQE training

• Assists the team head to develop the agency and broker training & development strategy consistent with the company directions.

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

• Equip the new & BG & existing 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 & existing 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

• Bachelor Degree or above in Business Studies/ Marketing/Communications

• With at least 5 years training experience in insurance industry

• With minimum 3 years’ work experience in developing and delivering training programs

• Professional qualification(s) preferred: FLMI, CFP, FChFp, IIQE, etc

• Familiar with Agency Culture

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 Channel

• Good communication skill and being able to cooperate with others Good spoken and written English and Chinese (Cantonese and Mandarin

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