Manager I, MCI Strategy and Growth

Sun Life Financial; Hong Kong; On-site; HKD 900,000 - 1,300,000; Full time

Job summary

Sun Life Financial Hong Kong is seeking a seasoned sales leadership trainer to design and drive agency growth. You will develop strategies for active recruiters, nurture young leaders, and implement tailored face-to-face and online programs to boost advisors’ competency.

You’ll collaborate with DoA, Product, and Life Operations to ensure programs align with business goals, monitor results, and build a pool of capable trainers while sustaining a high-performance agency culture.

Qualifications

• Degree holder.
• At least 10 years of management experience in training and educating sales management and field force.
• Knowledge of adult learning principles and applying them to course development.

Responsibilities

• Initiate and develop sales leadership training strategies to drive agency growth.
• Develop, implement and monitor agency training programs (face-to-face and online).
• Collaborate with DoA, Product, and Life Operations to boost agency sales and retain quality force.

Skills

Sales leadership

Training program development

Agency recruitment

Adult learning principles

Curriculum development

Education

Bachelor's degree

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

Initiate and develop the sales leadership training strategies to drive the company agency growth in terms of number of active recruiters and number of young leaders. Develop, implement, and monitor agency strategies (including but not limited to High New Worth business, MCI focused training and Development, Agency Productivity Enhancement) for agency productivity growth and agency team development. Implements tailor-made agency training (both face-to-face and online) & business-driven development programs to enhance advisors’ competency in sales professionalism & client services. Cultivate agency recruitment culture. Develop IANG and MCI focused training. Monitor the effectiveness of all agency training initiatives and measures and analyzes training results. Develop and groom a pool of trainers in terms of course content development and training delivery. Collaborate with other departments (e.g. DoA, Agency Support, Product Team, Product Business Development Team, High Net Worth Team, Life Operations, MFP etc.) to boost agency sales and attract/retain quality agency force. Communicate and disseminate key information and company directions to the agency force and garner feedback for effective decision making. Establishes rapport and trust within agencies through closely knitted relationship management. Ensure effective communication and relationship between company and agency by regular interaction with all levels of managers and advisors Monitor and ensure all program logistics including training record and performance reports are accurate and updated.

Job Requirement

Degree holder. 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. Applies expert knowledge of insurance industry, business operations, and products with emphasis on agency distribution system. Applies in-depth understanding of adult learning philosophies and how to apply them to course development and delivery. Applies expert knowledge of basic and advanced sales techniques, selling approaches to curriculum development and delivery. Solid experience in end-to-end training curriculum development and delivery (both face-to-face and online training). 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: Business Development - Non Actuarial Posting End Date: 29/12/2026

Shine together At Sun Life, you can be your most brilliant self. Our supportive, flexible, and inclusive work environment is one where you - and your career - can thrive. Whatever your aspirations, collaborative leaders and colleagues are ready to help you learn, grow, and succeed. Make life brighter. We're a global company with a passion for people. Our purpose is to help Clients achieve lifetime financial security and live healthier lives. As a team of 30,000 across 26 countries, our impact is far-reaching, and locally relevant. There's power in numbers. As part of Sun Life's growing team, you have an impact on people in your community and around the world. Shape the future. With an optimistic eye on a brighter future, we drive to innovate. Be part of leading change, push boundaries and try new ways of working. Use data to drive bold actions. Be agile and pivot as we test and learn. At Sun Life, we're driving transformation, sustainability and innovation for our Clients, employees, partners, and communities. Join us. Together, we can make the future brighter. Join a top employer for a brighter future. Visit Sun Life Careers