Job Description
- Provide suitable training programmes designed to ensure that branches, unit managers and financial advisors acquire the laid down production and persistency objectives issued with the aid of the business enterprise once in a while.
- Identify diverse schooling wishes primarily based at the distinctive Financial guide tiers , design appropriate curriculum and coordinate relevant schooling and compare the effectiveness of the equal.
- Ensure a smooth on-boarding manner for brand spanking new financial advisors and unit managers through training on products, tactics, sales abilties, soft talents, life capabilities and other employer rules.
- Ensure that department network ( branch managers, unit managers, financial advisors and other intermediaries) task a expert photo in line with the corporation's standards.
- Ensure that the department and unit managers understand and comply with the monetary advisors recruitment and retention profiles and follow the standard recruitment manner to draw excessive high-quality economic advisors.
- Conduct reviews and assessments for distinct modules for monetary advisors and executives.
- Liaise with the human resource department and make sure that workplace body of workers members inside the branches are well skilled to provide carrier to each inner and external customers.
- Generate monthly training reviews and different managerial reviews.
- Co-ordinate COP training for monetary advisors.
- Compile and hold a training calendar and ensure all branches adhere to it.
- Organize and behavior educational and motivational presentations in branches, in-house schooling sessions and monetary advisors schooling seminars.
- Keep abreast of the contemporary schooling tendencies, strategies and data and replace the schooling of the sales force.
- Enhance use of technology in schooling, assessment and certification of the sales force
- Engage providers providing online solutions for e-gaining knowledge of, FA portal and different answers .
- Compile and update schooling materials on all products via the organization.
- Identify FA’s with terrible persistency and take appropriate motion including training and re-schooling of financial advisors and making tips for suspension or go out.
Company Profile:
Salary: Not disclosed
Industry: Insurance
Functional Area: Sales / Business development
Role Category: Others
Employment Type: Full time
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