Partnership Learning and Capability Development Associate Manager

Philippine Future Providers PFP Inc.; Pateros; On-site; PHP 1,000,000 - 1,800,000; Full time

Job summary

FWD Life Philippines is seeking an experienced Learning & Development professional to manage partnership and bancassurance training programs. You will coordinate program delivery, ensure quality and regulatory alignment, and collaborate with SMEs, Compliance, Product, Sales, and Operations to enhance learning impact.

The role requires 5–8 years in training and development, bancassurance or life insurance, with strong stakeholder management and analytics skills.

Qualifications

• Bachelor’s degree in Business, Education, Psychology, HR or related field.
• LOMA Level 1 and IC Traditional/VUL certification is required.
• Professional certification in learning and development, facilitation, coaching, or instructional design is an advantage.

Responsibilities

• Plan and coordinate annual learning and capability programs for Partnership/Bancassurance.
• Deliver BEST program content, reviews, coaching sessions, and ensure regulatory alignment.
• Design, review and update learning modules, facilitator guides, scripts, and assessments.
• Track learning outcomes with feedback, exams, activation, and early-tenure performance.
• Manage stakeholder relationships and steer learning workstreams across SMEs and Ops.

Skills

Learning program mgmt

Facilitation

Instructional design

Learning analytics

Insurance knowledge

MS Office

Education

Bachelor’s degree in Business, Education, Psychology, HR or related field

LOMA Level 1 and IC Traditional/VUL certification

Professional certification in L&D / facilitation / coaching / instructional design (advantage)

Job description

About FWD Group

FWD Group (1828.HK) is a pan-Asian life and health insurance business that serves over 40 million customers across 10 markets, including BRI Life in Indonesia. FWD’s customer-led and tech-enabled approach aims to deliver innovative propositions, easy-to-understand products and a simpler insurance experience. Established in 2013, the company operates in some of the fastest-growing insurance markets in the world with a vision of changing the way people feel about insurance. FWD Group is listed on the Hong Kong Stock Exchange under the stock code 1828. For more information, please visit www.fwd.com

About FWD Life Philippines

FWD Life Insurance Corporation (FWD Life Philippines) launched its commercial operations in September 2014. As of end-2022, FWD Life Philippines ranks 3rd and 6th in terms of Paid-up Capital(1) and New Business Annual Premium Equivalent(2), respectively.

For more information, please visitfwd.com.ph.

1 www.insurance.gov.ph > Statistics > Life > 2022 > Based on Paid-Up Capital

2 www.insurance.gov.ph > Statistics > Life > 2022 > Based on New Business Annual Premium Equivalent

Job Purpose:

To manage assigned learning and capability development programs for Partnership/Bancassurance, helping ensure newly onboarded and existing FSCs are field-ready, compliant, customer-focused, and equipped to deliver FWD solutions to SBC-referred clients. The role coordinates program delivery, learning quality, performance insights, stakeholder alignment, and the development of training resources.

Key Responsibilities:

1) Learning Program Planning and Coordination

• Contribute to the annual learning and capability plan by translating agreed Partnership and Bancassurance priorities into program requirements and schedules.
• Define and maintain the learning standards, design specifications, facilitator requirements, documentation, and continuous improvement framework for the BEST program and related learning journeys, ensuring consistent application across assigned learning resources.
• Analyze learner data, field observations, and stakeholder feedback to identify capability gaps and recommend practical interventions.

2) Training Delivery and Facilitation

• Facilitate BEST, IC Review, product reviews, coaching sessions, and other assigned interventions.
• Apply effective facilitation and role-play techniques across classroom, virtual, and blended platforms.
• Ensure delivery consistency, regulatory alignment, and a strong learner experience.

3) Content and Learning Design

• Design, review, and update modules, facilitator guides, scripts, assessments, and reinforcement materials.
• Partner with SMEs, Compliance, Product, Sales, and Operations to validate content accuracy and relevance.
• Use digital learning tools and practical simulations to improve application and retention.

4) Learning Measurement and Performance Insights

• Monitor agreed success measures, including training feedback, exam results, activation, and early-tenure performance.
• Track the first 30 days of onboarded FSCs with Area Sales Heads and recommend targeted interventions.
• Prepare regular insights, risks, and recommendations for review by Partnership leaders.

5) Stakeholder Management and Workstream Leadership

• Provide workstream guidance, peer coaching, and quality support to assigned learning resources while monitoring agreed deliverables.
• Influence SMEs, administrators, Sales, Product, Compliance, Operations, and other business stakeholders to align differing priorities and secure agreement on program requirements, resources, timelines, content standards, and corrective actions needed for successful execution.
• Identify learning risks, competing priorities, and issues, and elevate them with recommended actions when needed.

Education & Certification:

• Bachelor’s degree in Business, Education, Communication, Psychology, Human Resources, or a related field.
• Professional certification in learning and development, facilitation, coaching, or instructional design is an advantage.
• LOMA Level 1 and/or IC Traditional and VUL certification is required.

Experience:

• At least 5 to 8 years of experience in training, learning and development, sales capability, or a related discipline, preferably in bancassurance or life insurance.
• At least 1 year of experience coordinating projects or leading learning workstreams.
• Demonstrated experience designing learning programs, facilitating varied audiences, and using performance data to improve outcomes.
• Strong stakeholder management, communication, analytical, and problem-solving skills.

Technical Competencies/Skills:

• Learning Program Management: Translates agreed business priorities into structured learning plans, schedules, implementation activities, and measurable outcomes.

• Facilitation and Coaching: Delivers engaging learning and provides peer coaching or quality feedback across classroom and online platforms.

• Instructional Design: Develops and quality-checks modules, assessments, scripts, simulations, and reinforcement tools.

• Learning Analytics: Interprets feedback, exam results, activation, and early performance trends to recommend interventions.

• Insurance and Product Knowledge: Understands Traditional and Variable products, bancassurance operations, sales practices, and relevant regulatory requirements.

• Digital and MS Office Proficiency: Uses presentation, collaboration, data, and digital learning tools to improve efficiency and learner experience.

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