Trainer

Sun Life; Makati; On-site; PHP 420,000 - 720,000; Full time

Job summary

Sun Life in Manila seeks a Trainer to drive end-to-end quality, design, and delivery of training programs across distribution channels. Working with the Agency Management Team, the role focuses on executing impactful learning strategies and train-the-trainer initiatives.

The position requires 3–5 years in training within the financial sector, a Bachelor’s degree, and strong MS Office and communication skills. Manila-based role with travel likely.

Qualifications

• Bachelor’s degree in Business, Behavioral Science, or related field.
• 3–5 years of training experience within the financial, life insurance, or mutual fund industry.
• Strong communication and presentation skills.

Responsibilities

• Onboarding & Licensing: facilitates recruitment and pre-coding courses including IC Review and SLTC.
• Rookie Training: champions foundational programs like S.T.A.R.T., Product Knowledge, and the 4 Pillars of Financial Security.
• Open Classes: conducts specialized courses in Underwriting, Persistency 101, Claims, and Digital SUN.
• Launches & Projects: spearheads new product roll-outs and ALD-related initiatives.
• Training Needs Analysis: designs roadmaps with Instructional Design and management.
• Training logistics: manages calendars, venues, equipment and records, budget and evaluations.
• Coordinate schedules: aligns with cluster initiatives and learning sessions.
• Participation: supports agency activities and training events such as MDRT programs.

Skills

Oral & written communication

Interpersonal skills

Presentation skills

Independent / minimal supervision

MS Office proficiency

Willing to travel

Education

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

Tools

MS Office

Job description

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

Job Description: Trainer (Manila-based)

Job Summary

This role drives the end-to-end quality, design, and delivery of training programs across distribution channels. Working closely with the Agency Management Team (Cluster Heads and Regional Sales Managers), the position focuses on executing impactful learning strategies and capabilities through train-the-trainer programs.

Major Accountabilities

Training Delivery

1. Onboarding & Licensing: Facilitates recruitment and pre-coding courses including IC Review and SLTC.

2. Rookie Training: Champions foundational programs like S.T.A.R.T., Product Knowledge, and the 4 Pillars of Financial Security.

3. Open Classes: Conducts specialized courses in Underwriting, Persistency 101, Claims, and Digital SUN.

4. Launches & Projects: Spearheads new product roll-outs and special ALD-related initiatives.

Training Needs Analysis

1. Roadmap Design: Partners with Instructional Design and Cluster Management to build advanced learning roadmaps.

2. Program Evaluation: Identifies and rolls out high-impact external training and professional designation course

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 ALD 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 (H&A, new products, Financial Planning Session; skill-building workshop (drills/role-playing))

Participation in agency activities

Participate in initiatives that support ALD and Distribution objectives, such as but not limited to:

1) Training events for advisors (e.g. Macaulay and MDRT Programs, Summits, Congress)

2) Alignment of training roadmap, process and tools to agency fundamentals

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

• Education: Bachelor’s degree in Business, Behavioral Science, or any related field.
• Experience: 3 to 5 years of training experience within the financial, life insurance, or mutual fund industry.

Job Category

Channel Management

Posting End Date

29/11/2026