Advisor Training Lead — Onboarding & Product Knowledge

Sun Life; Metro Manila; On-site; PHP 600,000 - 900,000; Full time

Job summary

Sun Life in Manila-based role seeks a trainer to drive the end-to-end quality, design and delivery of training programs across distribution channels. You will collaborate with the Agency Management Team to execute impactful learning strategies through train-the-trainer initiatives.

The role covers onboarding, licensing, product knowledge and ALD-related initiatives, plus coordinating logistics and measuring program effectiveness across the network. Travel is required.

Qualifications

• Bachelor's degree in Business, Behavioral Science, or related field.
• 3–5 years of training experience in financial, life insurance, or mutual fund industry.
• Experience in agency/training delivery across distribution channels preferred.

Responsibilities

• Drive end-to-end quality, design, and delivery of training programs.
• Facilitate onboarding, licensing, and pre-coding courses.
• Lead rookies training and open classes in Underwriting, Persistency 101, Claims, and Digital SUN.
• Design learning roadmaps with Instructional Design and Cluster Management.
• Coordinate training logistics: calendar, venue, materials, budget, attendance.
• Participate in agency activities and advisory training events.

Skills

Oral and written communication

Interpersonal skills

Presentation skills

Creativity

Ability to work with minimal supervise

Driving skills

Willing to travel

Education

Bachelor’s degree in Business, Behavioral Science, or related field

Tools

MS Office

Job description

Sun Life in Manila-based role seeks a trainer to drive the end-to-end quality, design and delivery of training programs across distribution channels. You will collaborate with the Agency Management Team to execute impactful learning strategies through train-the-trainer initiatives.

The role covers onboarding, licensing, product knowledge and ALD-related initiatives, plus coordinating logistics and measuring program effectiveness across the network. Travel is required.