Job Description
Job Objective
This job is to prepare the Agency Department to explore new potential Staffs (inbound and outbound) and maintaining existing Agents.
Execute and deliver quality and effective training to different audience from various distribution channels.
Provide training on essentials of insurance, products, soft skills and selling skills.
Develop and maintain training program containing training objectives, syllabus, content and activities to meet training needs.
Key Roles and Responsibilities
Main Responsibilities
- Day to Day responsibilities agreed with your HOD to include:
- Deliver Training programs for the mapped learner group, as per the training plan.
- Leverage various learning resources including digital learning tools like Mobile Learning, Web based learning etc to – ensure effective delivery of the identified training plan
- Help the participant learn on the job, by accompanying them on Sales calls and providing them with live demonstration of “selling” skills
- Collate learner feedback of the training programs that are being conducted
- Adhere to all training processes and ensure proper documentation and housekeeping of all the training activities, through effective use of the LMS
- Ensure that the business KPIs are being influenced positively, through effective implementation of the training plan/calendar
- Developing plan for Agency Department progress.
- Manage and maintain contact with internal and external clients/customers and agents.
- Responsibly use resources and control expenses to meet budgetary controls.
- Adhere to all organisation policies and procedures.
- To motivate and develop a team.
Other Responsibilities
- The roles is part of the whole organization team and as such requires you to perform such reasonable tasks that are required, as and when necessary, to maintain, promote, develop and expand the business of our organization and its interests generally.
- You must carry out your duties to the best of your ability, having consideration for the needs of your colleagues, the organization and its Agents/Customers.
You must obey all lawful and reasonable orders given to you and comply with the organization’s rules, procedures and polices.
Job Requirements
Experience
- Experts in Financial Services and Life Insurance Domain, with approx. 3-5 years of experience of training in the BFSI sector, preferably Life Insurance industry
- Graduates/Post Grauates and preferably possess
- Relevant training qualifications or Relevant insurance or financial qualification
(Example : CFP, Licentiate, Associateship, Fellowship) - Passionate about facilitation and training
- Passionate about making a difference to the Sales productivity, by plugging the knowledge gaps of their learners through their training interventions
- Confident individuals, sought after by their learners, because of their ability to impart knowledge, and make a positive difference to their lives
Competencies
- Deep understanding of business development with sale management
- Deep understanding of quantitative and qualitative performance evaluation criteria
- Experience in managing business development team
- Sales management process and performance
- Facilitate presentation skills
- Team development
Qualifications
- Prefer Business Related- Master’s Degree, Postgraduate Diploma, Bachelor’s degree
- Acceptable any University- Master’s Degree, Postgraduate Diploma, Bachelor’s Degree with the relevance experience
