Trainer

Sun Life Financial; Philippines; On-site; PHP 600,000 - 850,000; Full time

Job summary

Sun Life Financial Philippines is seeking a Trainer (Manila-based) to drive end-to-end training across distribution channels, partnering with Agency Management Team to deliver impactful learning strategies and programs.

The role requires 3–5 years in financial services training, a Bachelor's degree in Business or related field, strong MS Office skills, and the ability to design engaging content and travel to advisor events as needed.

Qualifications

• 3 to 5 years of training experience within financial services (insurance or mutual fund).
• Bachelor’s degree in Business, Behavioral Science, or related field.
• Experience in agency management or distribution channels is a plus.

Responsibilities

• Deliver end-to-end training across distribution channels.
• Coordinate with Agency Management to implement learning strategies.
• Design roadmaps and evaluate programs for impact.
• Manage training logistics, calendars, venues, and materials.
• Support advisor events and product launches with training content.

Skills

Oral & written communication

Interpersonal skills

Presentation skills

MS Office

Infographics design

Video editing

Willing to travel

Driving skills

Education

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

Tools

MS Office

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

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

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

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. Together, we can make the future brighter. Join a top employer for a brighter future.