Manager, Bancassurance Training Effectiveness

Why Join Sun Life Vietnam

At Sun Life, we cultivate a High-Performance, Caring Culture that empowers our people to achieve outstanding results, embrace continuous growth, and create meaningful impact. We succeed together by fostering an inclusive environment where wellbeing, collaboration, and accountability are equally valued.

About the Role

The Training Effectiveness Manager of Bancassurance channel is responsible for establishing, implementing and continuously improving the training effectiveness framework across the Bancassurance Academy. The role focuses on evaluating training outcomes, measuring business impact, developing governance and operational standards, and providing data-driven insights to optimize learning investments and support to sales performance.

Responsibilities

1/ Develop and manage Learning Effectiveness Standards and Management Framework

• Define capability standards, success metrics and governance for key learning initiatives across learner, trainer, program and business levels.
• Design and implement training effectiveness measurement framework to ensure employee capability aligned with business objectives.
• Establish evaluation methodologies that assess knowledge, skill application, behavior change and capability improvement after learning intervention.
• Ensure consistency, quality and compliance in learning effectiveness measurement across Academy activities.

2/ Measure Capability Outcomes and Learning Impact

• Analyze capability outcomes and link learning effectiveness to business performance indicators.
• Measure knowledge retention, skill application and behavior change after training.
• Partner with Sales, Distribution and Business stakeholders to evaluate the contribution of training initiatives to sales productivity and business outcomes.
• Recommend improvement actions based on data insights.

3/ Drive Learning Analytics and Capability Insights

• Develop analytical dashboards to monitor learning trends, learner performance, capability gaps and business linked outcome.
• Generate insights from training data to support business decisions.
• Establish predictive indicators to improve training planning and resource allocation.
• Explore and apply AI-enabled learning solutions, personalization, prompt-based productivity tools and automation to improve effectiveness capability.

4/ Support Learning Operations, LMS and Governance

• Support LMS administration, course setup, user records, completion tracking and learning data accuracy.
• Maintain learning documents, procedures, reports and records in line with internal standards and compliance requirements.
• Coordinate with internal teams, bank partners and vendors to resolve learning operation and reporting issues.

Qualifications

• Indicate the minimum education level and years of relevant experience required to perform the work.
• Include specific professional designations, licenses, registrations, if applicable.
• Bachelor's Degree required.
• Minimum 5-7 years of experience in Learning & Development, Training Effectiveness, Learning Analytics, Training Operations or related fields.
• Experience in insurance, bancassurance, banking or financial services is highly preferred.
• Experience in training effectiveness evaluation, capability development, workforce performance management or learning transformation initiatives is a strong advantage.
• Proficiency in English and Vietnamese.

Required Skills

• List specific types of technical or professional skills and knowledge required for the job.
• Good knowledge of Learning and Development, training effectiveness and learning evaluation methods.
• Good data analysis and reporting skills, especially in Excel and Power BI.
• Experience using LMS platforms, learning records and training reports.
• Basic understanding of Bancassurance sales process and field capability requirements.
• Good communication, coordination and stakeholder management skills.
• Exposure to e-learning, digital learning or AI-enabled productivity tools is an advantage.

Preferred Skills

• Outline problem solving requirements in terms of how standardized, varied, complex and interdependent problems and issues are typically faced by this job. Provide examples if necessary.
• Analyze learning data and reports to identify capability gaps and practical improvement actions.
• Coordinate with Academy, Sales and related stakeholders to resolve training operation or reporting issues.
• Monitor learning records, completion data and compliance requirements to support accurate reporting.
• Support LMS enhancement, digital learning and process improvement initiatives within Academy scope.