Design, develop and deliver training programs to meet the training needs of INCOME sales force using different methodologies.
Design competency assessment tools for competency-based learning
Evaluate the overall effectiveness of training interventions
Ensure training programs comply with company/industry requirements through regular reviews and revisions of training material
Develop and deliver ad-hoc training programs and E-Learning modules to support business objectives
Manage and execute all levels of distribution training which includes new hires induction, sales/soft skills, product and sales advisory process training
Build and strengthen rapport with stakeholders to appreciate training needs, communicate training standards and expectations and facilitate transfer of classroom learning to the workplace
Collaborate with colleagues from other departments to achieve business objectives
Monitor and measure training KPI (Key Performance Indicators)
Maintain professional and technical knowledge by attending professional development workshops, reviewing training related publications, establishing networks, benchmarking best practices and participating in professional societies
Any other projects or tasks as assigned
Requirements:
Degree in any discipline
CMFAS M5,M9,M9A, Certificate in Health Insurance is a must
Advanced Certificate in Training & Assessment preferred
Minimum 3 years of sales experience and/or 3 years of sales training experience in the financial services industry
Experienced in developing and delivering the full spectrum of financial planning and sales training programs will be advantageous
Experienced in selling/training life insurance, health insurance and wealth management solutions, and working with mass affluent or High Net Worth clients
Collaborative individual with good communication and interpersonal skills