Supervisor (advisor development - brighter pro)Sun Life Financial

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:
Job Summary:
The position is responsible for the quality execution (design & delivery) of basic and advance training (Brighter GEN and PRO) programs to the distribution channels.
The position will handle Brighter PRO programs programs to middle and high-tiered advisors. They will also coordinate directly with the local-based CH/RSM and train the trainers.
Major Accountabilities:
Delivery of Training Courses:
1) Brighter PRO - tenured advisors' productivity program
I. Financial Planning Champions Modules
-Money for Life (4 Pillars)
-Estate Planning
-Business Insurance
-TVM Application
II. Heart of a Champion Modules
-Growth Mindset
-AQ + Grit
III. Business of a Champion Modules
-My S.T.R.O.N.G. Business
-MDRT Business modules
IV. Digital Champion Modules
-Branding in the Social Media
-Digital Marketing
-Canva/Apps to Create Artcards/Presentations
V. Habits of a Champion Modules
-Client Reselling
-Referral/Lead Generation
-Bundling
-Bright Online Presentations
2) Participate and contribute in DLD Brighter Academy Initiatives
3) Participate and contribute in the training initiatives and other special sessions as agreed in SMT
4) Design and deliver new modules/ improve and deliver existing modules for advisor development
Training Needs Analysis
Coordinate with Channel Management and DBD on advance training roadmap & continuing education courses required by agency & other channels.
Evaluate and roll-out external training programs for advisors (i.e. stand alone courses, designation programs).
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 DLD 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 (Rookie Clinics, H&A, project/new products, PRAXIS/FP sessions; skill-building (drills/role-playing)
Participation in agency activities
Participate in initiatives that support DLD and Sales Department objectives, such as but not limited to:
1) Training events for advisors (e.g. Sales Congress, Brighter Academy General Assemblies, Beat Your Best, MDRT Academy, CAL, and others)
2) Alignment of training roadmap, process and tools to agency fundamentals
Training the trainers
Mentor and manage DLD Trainers to deliver the training courses/modules assigned to them.
Performance management
Manage team performance through resource & execution planning, performance review, mentoring and coaching, talent development, and staff engagement activities.
*will conduct these courses while trainer has not been accredited yet.
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.
Has skills in creating and designing presentation materials/ invitations/ and other media
Driving skills.
Willing to travel.
Qualifications:
College graduate of any Business/Behavioral Science related course.
With 3-5 years' experience gained as a trainer in a financial, pre-need/life insurance or mutual fund company.
Has a stable internet connection (while working from home)
Job Category: Channel Management
Posting End Date:
Sun Life Financial

Manila City, Metro Manila Makati City, Metro Manila
Permanent
Full-time