Brighter Pro Trainer Territory 2

Sun Life Financial; Philippines; On-site; PHP 600,000 - 900,000; Full time

Job summary

Sun Life Financial is seeking a Brighter Pro Trainer based in Makati to design and deliver advanced training programs for its distribution channels. The role involves coordinating with local leadership and trainer networks to ensure high-quality education for advisors and staff.

The ideal candidate has 3–5 years of trainer experience in financial services, strong MS Office skills, and the ability to travel for open classes and partner programs.

Qualifications

• College graduate of any Business/Behavioral Science related course.
• 3–5 years' experience as a trainer in a financial, pre-need/life insurance or mutual fund company.

Responsibilities

• Design and deliver advanced training programs for distribution channels.
• Coordinate with CH/RSM and train the trainers.
• Manage training logistics: calendar, venue, equipment, materials, budget, attendance and post-course evaluations.
• Coordinate schedules with Cluster Management and align with agency initiatives.
• Lead DLD exclusive programs and evaluate external training opportunities.

Skills

Oral communication

Written communication

Interpersonal skills

Presentation skills

Creative thinker

Travel willingness

Education

Bachelor's degree in Business or Behavioral Science

Tools

MS Office

Infographic design

Video editing

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. 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

Brighter Pro Trainer - T2 *Makati Based (Metro Manila/Luzon Coverage)

Job Summary

The position is responsible for the quality execution (design & delivery) of advanced training programs to the distribution channels. The trainer will also coordinate directly with the local-based CH/RSM and train the trainers.

Major Accountabilities

• Recruitment & Pre-Coding Courses (IC Review, SLTC)
• Tenured Advisor Trainings (Business Segment Partner, TVM, Estate Planning, Financial Planning Learning Champions, Strong Habits, Heart of a Champion, Digital Champions, Sun Business Solutions)
• Open class courses: (Underwriting; Persistency 101; Claims; Digital SUN; Group Life, Sunny Level-Up)
• MDRT & Macaulay Exclusive Programs
• Product-rollouts
• Other DLD-related Advisor Development Initiatives
• Training Needs Analysis
• Coordinate with Instructional Design & Devt, Cluster Management and DBD on advance training roadmap & continuing education courses required by agency & other channels.
• Evaluate and roll-out external training programs for advisors (i.e. stand alone courses, designation programs).
• Training logistics and records management: Manage logistics such as training calendar & pre-registration; venue, equipment and training materials; training budget; attendance database; post-course evaluation; and others that DLD might require to align with basic policies and procedures.
• Coordinate/align schedules with Cluster Management’s initiatives:
  • teambuilding/meeting/learning sessions
  • project/product-related training (Rookie/Tenured Clinics, H&A, project/new products, PRAXIS/FP sessions)
  • skill-building (drills/role-playing)
• Participation in agency activities
  • Training events for advisors (e.g. Producer's Congress, Macaulay and MDRT Programs)
  • Alignment of training roadmap, process and tools to agency fundamentals
  • Must be able to lead, organize, and deliver assigned DLD exclusive programs.

Preferred Skills

• Excellent oral and written communication, interpersonal, presentation/platform skills.
• Creative and capable of working under minimal supervision.
• Proficient in the use of MS Office applications.
• Ability to design and edit infographics, art cards and videos.
• Driving skills.
• Willing to travel.

Qualifications

• College graduate of any Business/Behavioral Science related course.
• With 3-5 years' experience gained as a trainer in a financial, pre-need/life insurance or mutual fund company.

Job Category

Channel Management

Posting End Date

29/10/2026

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.

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. Together, we can make the future brighter.