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The Apex Group was established in Bermuda in 2003 and is now one of the world’s largest fund administration and middle office solutions providers. Our business is unique in its ability to reach globally, service locally …
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Full-time
bachelor degree
Posted 56d ago
Apply by Aug 31
~40 hrs/week
Responsibilities
This role manages the end-to-end design and delivery of training programs for distribution channels, focusing on onboarding, licensing, and rookie training. It involves partnering with management to build learning roadmaps and handling all training logistics and records.
Requirements
Candidates must have a bachelor's degree in Business, Behavioral Science, or a related field. A minimum of 3 to 5 years of training experience within the financial, life insurance, or mutual fund industry is required.
Full 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. Discover how you can make a difference in the lives of individuals, families and communities around the world.
Job Description:
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
Participate in initiatives that support ALD and Distribution objectives, such as but not limited to:
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.
Sun Life is a leading financial services organization dedicated to helping people achieve lifetime financial security and live healthier lives.
We provide a wide range of insurance and investment products and services in key markets around the world including Canada, the United States, the United Kingdom, Hong Kong, the Philippines and Indonesia. At Sun Life, we have more than 34,000 employees and 112,900 advisors worldwide.
Websites:
Canada www.sunlife.ca/en/
US www.sunlife.com/us/en/
Vietnam www.sunlife.com.vn
Hong Kong www.sunlife.com.hk
Indonesia www.sunlife.co.id
Malaysia www.sunlife.com.my
Philippines www.sunlife.com.ph
Offices: 18 Hung Luen Road, Hong Kong, HK · 2323 Grand Blvd, Kansas City, MO 64108, US · 1 Sun Life Park, Wellesley Hills, MA 02481, US · 5455 Avenue de Gaspe, Montreal, QC H2T 3B3, CA · 5 Công trường Mê Linh, Ho Chi Minh, Vietnam, Ho Chi Minh City 71006, VN
How many Management & Leadership jobs are open in Makati City, Philippines right now?
There are currently 129 open management & leadership positions in Makati City, Philippines listed on Clera. New openings are added daily as companies post roles.
Which companies are hiring for Management & Leadership roles in Makati City, Philippines?
Companies currently hiring include Manulife, AIA, Merkle, Concentrix, ISS-Corporate, among others. Browse the listings above to see every active employer.
Are there remote or hybrid Management & Leadership jobs in Makati City, Philippines?
Yes — 62 of the 129 open management & leadership positions offer remote or hybrid work (2 remote, 60 hybrid).
How do I apply for Management & Leadership jobs in Makati City, Philippines?
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.