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Manager I, MCI Strategy and Growth

Sun Life Financial · Hong Kong

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Job Description

Job Description Initiate and develop the sales leadership training strategies to drive the company agency growth in terms of number of active recruiters and number of young leaders. Develop, implement, and monitor agency strategies (including but not limited to High Net Worth business, MCI focused training and development, Agency Productivity Enhancement) for agency productivity growth and agency team development. Implement tailor‑made agency training (both face‑to‑face and online) and business‑driven development programs to enhance advisors’ competency in sales professionalism and client services. Cultivate agency recruitment culture. Develop IANG and MCI focused training. Monitor the effectiveness of all agency training initiatives and measures and analyze training results. Develop and groom a pool of trainers in terms of course content development and training delivery. Collaborate with other departments (e.g. DoA, Agency Support, Product Team, Product Business Development Team, High Net Worth Team, Life Operations, MFP, etc.) to boost agency sales and attract/retain quality agency force. Communicate and disseminate key information and company directions to the agency force and gather feedback for effective decision making. Establish rapport and trust within agencies through closely knitted relationship management. Ensure effective communication and relationship between company and agency by regular interaction with all levels of managers and advisors. Monitor and ensure all program logistics including training records and performance reports are accurate and updated. Requirements • Degree holder. • At least 10 years of experience at management level on developing, training and educating sales management and field force, direct sales and management involving financial products. • Direct selling experience from the industry is an advantage. • Expert knowledge of insurance industry, business operations, and products with emphasis on agency distribution system. • In‑depth understanding of adult learning philosophies and how to apply them to course development and delivery. • Expert knowledge of basic and advanced sales techniques, selling approaches to curriculum development and delivery. • Solid experience in end‑to‑end training curriculum development and delivery (both face‑to‑face and online training). Benefits • 5‑day work week. • Attractive salary. • MPF. • Group life and group medical insurance. • Excellent career development opportunities. Equal Opportunity Employment

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Sun Life Financial

Hong Kong

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