Posted:3 weeks ago| Platform:
Work from Office
Full Time
Key Responsibilities: 1. Training & Development: Conduct structured induction training for newly recruited agents and business associates. Conduct pre-licensing training refresher to drive licensing funnel. Deliver product, sales, and soft skills training to enhance advisor performance. Ensure proper understanding of regulatory guidelines and compliance standards. 2. Onboarding & Engagement: Facilitate the smooth onboarding of newly recruited advisors. Conduct refresher training sessions to reinforce key learning. Support advisors with sales strategies and business development techniques. 3. Performance Support: Provide on-the-job coaching and guidance to improve advisor activation. Identify training needs based on performance data and feedback from sales teams. Conduct role plays, case studies, and practical workshops to enhance selling skills. 4. Branch Collaboration & Reporting: Plan training activities for the month in accordance with the reporting manager (RTH). Work closely with Area Training Heads and Sales teams to drive training effectiveness. Maintain training records, attendance logs, and performance improvement reports. Internal Provide insights and recommendations to improve training programs. Qualifications & Experience: Minimum 2 years of sales experience and at least 1 year of training experience in insurance, banking, or financial services. Experience in Agency channel is preferred. Freshers can apply if they hold an MBA from a reputed business school. Strong understanding of Agency Sales models, Life Insurance products, and Distribution Channels. Excellent communication, presentation, and coaching skills. Local language fluency is preferred along with English. Ability to manage training programs independently and drive learning culture at the branch level. Preferred Key Skills & Competencies: Proficiency in MS Office (Excel, PowerPoint, Word) for reporting and presentations. Ability to engage and motivate learners Good understanding of insurance products and sales processes (training will be provided). Basic analytical skills to assess training effectiveness. Self-motivated and result-oriented approach. Strong interpersonal and stakeholder management skills. Strong communication and presentation skills.
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