Manager I, MCI Strategy and Growth

Reposted 27 Days Ago
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Hung Hom, Kowloon City, HKG
In-Office
Expert/Leader
Fintech • Payments • Financial Services
The Role
Lead design and delivery of agency sales leadership and MCI/IANG-focused training to grow recruiter and young leader numbers, improve agency productivity, groom trainers, measure program effectiveness, and collaborate cross-functionally to support recruitment and retention.
Summary Generated by Built In

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. Discover how you can make a difference in the lives of individuals, families and communities around the world.

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 New Worth business, MCI focused training and Development, Agency Productivity Enhancement) for agency productivity growth and agency team development.

  • Implements tailor-made agency training (both face-to-face and online) & business-driven development programs to enhance advisors’ competency in sales professionalism & client services.

  • Cultivate agency recruitment culture.

  • Develop IANG and MCI focused training.

  • Monitor the effectiveness of all agency training initiatives and measures and analyzes 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 garner feedback for effective decision making.

  • Establishes 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 record and performance reports are accurate and updated

Job Requirement

  • 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. Actual direct selling experience from the industry is an advantage

  • Applies expert knowledge of insurance industry, business operations, and products with emphasis on agency distribution system.

  • Applies in-depth understanding of adult learning philosophies and how to apply them to course development and delivery.

  • Applies 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). 

We offer 5-day work, attractive salary, MPF, group life and group medical insurance; and excellent career development opportunities to the right candidate.

We are an equal opportunity employer and welcome applications from all qualified candidates. Application forms and resume will be kept for a period of 24 months after completion of the recruitment process. (All information will be held in strict confidence and only be used for recruitment purpose).

Job Category:

Business Development - Non Actuarial

Posting End Date:

29/12/2026

Skills Required

  • Degree holder
  • At least 10 years of management-level experience developing, training and educating sales management and field force involving financial products
  • Actual direct selling experience in the industry
  • Expert knowledge of the insurance industry, business operations, and products with emphasis on agency distribution system
  • In-depth understanding of adult learning philosophies applied to course development and delivery
  • Expert knowledge of basic and advanced sales techniques and selling approaches for curriculum development
  • Solid experience in end-to-end training curriculum development and delivery (face-to-face and online)
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The Company
HQ: Toronto, Ontario
499 Employees

What We Do

A UK company, Sun Life Financial of Canada is focused on building excellent customer service by offering the highest levels of customer care. We have been serving customers in the UK for over 100 years

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