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Sun Life

Global financial services for insurance, investments

Assistant Manager / Manager 1 - CMI Training & Development

Business Development & Partnerships +1Confirmed live in the last 24 hours
Full-timeKowloon, Hong KongNo salary listedIn-person

About the Job

Requirements

  • A bachelor's degree or above is required.
  • At least 6 years of related experience is required; experience in insurance, banking, finance, training, business management, or business consultancy is preferred.
  • Good command of written and spoken English and Chinese is required.
  • Good organizational, presentation, project management, and training facilitation skills are required.
  • A good understanding of the Hong Kong and MCV insurance market is an advantage.
  • Hands-on skills with Microsoft Word, Excel, and PowerPoint are required.

Responsibilities

  • Plan, organize, and coordinate business development and recruitment-related programs for the agency force to achieve company production and headcount growth targets.
  • Plan, organize, and deliver sales and recruitment training programs and workshops, and facilitate team building for the agency force.
  • Develop and maintain relationships with agency leaders to obtain cooperation from the agency force in implementing company strategy.
  • Motivate agency leaders and recruiters through consultation, experience sharing, and practical skills sharing.
  • Monitor district and agency leader performance; review and analyze sales and recruitment statistics; and prepare business analysis reports for management business reviews.
  • Work closely with Agency Management (DOA) and the Sales Promotion & MDRT team to implement incentive programs that motivate the agency to achieve business and headcount targets.
  • Provide support to ad hoc projects.

About the Company

Sun Life

Global financial services for insurance, investments

Sun Life provides a wide range of financial services worldwide, mainly through life and health insurance, financial planning, and investment solutions for individuals, businesses, and institutions. Its products work by collecting premiums for insurance coverage, fees for planning services, and returns on investments; these funds are used to pay claims, support financial planning advice, and generate investment gains. What sets Sun Life apart is its global presence across Canada, the United States, Asia, and Europe, plus a comprehensive product lineup and a focus on helping clients achieve financial security and healthier lives, rather than relying on a single product. The company aims to grow and manage wealth for clients while pursuing sustainability goals, including net zero emissions by 2050.

Company size
10,001+
Company stage
IPO
Headquarters
United States
Founded
1865

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