Job SummaryThe incumbent is responsible for managing the Bancassurance training team and to ensure the development and delivery of professional development training programs in support of the Bancassurance Unit to meet the Company's business objectives.Key ResponsibilitiesThe incumbent is responsible to work closely with Internal Bancassurance team, Stakeholders, and Business Partners for the development and delivery of training programs to meet department's goals.
Responsibilities include the following:Ensure timely and effective training to sales staff on both new and existing products.
Develop new product training materials and enhance existing product propositions and features, in adherence to compliance and regulatory requirements.Develop and implement a structured training program in the Bancassurance Unit, spanning across Business Partners to support sales objectives.
The program covers:Induction/on-boarding covering products and propositions, sales processes, insurance technical aspects, regulations, and compliance.Continuous sales training programs such as sales scripts, objection handling, role play, etc.Enhancement programs for intermediate and advanced levels, such as motivational talks, seminars, sales clinics, and workshops.Leadership Development programs including skill enhancements, supervisory, and activity management.Responsible for "Train-The-Trainer" under Bancassurance Unit.
Ensure alignment of competencies among Bancassurance team and Business Partners in insurance product selling, and that they are trained and certified to carry out their duties.
Constantly evaluate training modules/materials to identify performance gaps, provide feedback, and continuous guidance/coaching to maximize performance.Ensure strict compliance with regulatory requirements in relation to continuous professional development programs and licensing of sales individuals.
This includes training needs for PCE & CEILI license, Balance Score Card, and Registered Financial Planning (RFP) modules, and liaise with the training department of banca partners to ensure compliance with training requirements by local authorities.Develop a training and development curriculum ensuring that training programs support the changing needs of the business and address new initiatives.
Ensure assessment and evaluation mechanisms are in place to measure the impact and effectiveness of training programs/materials.Customer-facing engagements.
Develop presentation materials relevant to topics for customer events jointly organized with business partners.Undertake any other duties and responsibilities requested by Management as required.Key RequirementsCandidate must possess at least a Bachelor's Degree, Post Graduate Diploma, Professional Degree, Business Studies/Administration/Management, Marketing, or equivalent.Professional certification such as Registered Financial Planner (RFP)/Certified Financial Planner (CFP) is an added advantage.Good communication and interpersonal skills.At least 5 – 8 years of relevant sales training experience in the Life Insurance industry, preferably in Bancassurance, coupled with Agency training.Candidates with sales-related experience are preferred.Possess own transport and must be willing to travel.Excellent sales presentation and coaching skills.Able to converse/understand Chinese is an added advantage.#J-18808-Ljbffr