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Manager - Agency Training


  • Oversee various aspects of agency training within the organisation.
  • Identify current training needs and executive on developing a sector leading training program.
  • Take ownership of training program, organize and develop and conduct agency training program, responsible for the quality of training delivery to enhance sales performance.
  • Provide on-going training to agents to achieve MDRT / IDA awards.
  • Monitor efficiency and logistics requirement of program
  • Prepare management report and documentation on training effectiveness
  • Manage training budget, course development and program review
  • Lead in training projects and ad hoc programs
  • Handle other ad-hoc duties in agency training functions assigned


  • Bachelor Degree in business, marketing or training related disciplines
  • Professional qualification on financial planning is preferred
  • Around 5 years of relevant training experience
  • Sales experience/training experience in life insurance/financial planning industry will be a definite advantage
  • In-depth knowledge of jumbo case sales technique
  • Excellent interpersonal, communication and presentation skills
  • Self-motivated, assertive, innovative with strong analytical and problem-solving abilities
  • Good written and spoken Chinese is required, fluent in Mandarin is preferable

Application Method

We offer competitive salary and wide range of benefits such as medical insurance, education allowance etc. Interested parties please apply with full resume including current and expected salary by e-mail to or by mail to Human Resources Department, 22/F CLI Building, 313 Hennessy Road, Wanchai, Hong Kong.