We re looking for a seasoned Insurance Trainer to architect and deliver a best in class learning program for both our in house sales force and external partners. You ll be the bridge between Product, Compliance, and Sales owning end to end training strategy, content creation, classroom & field delivery, and outcome measurement across health and life insurance lines.
Training Strategy & Program Design
- Own the annual insurance L&D roadmap aligning curriculum with product launches, regulatory changes, and quarterly sales goals.
- Apply design thinking to uncover learner pain points and craft engaging, bite size, omni channel content (workshops, micro videos, e modules, roleplays).
Delivery & Facilitation
- Deliver 12 15 man days of in person training per month across Chennai HQ and partner hubs; supplement with webinars & LMS driven learning.
- Run monthly Partner Bootcamps equipping MFDs to pitch, quote, and close both health & life policies.
- Coach AssetPlus reps via joint field work and call shadowing; model needs based selling & objection handling.
Sales Enablement & Impact Ownership
- Embed tools, scripts, and calculators that convert training into qualified leads; target 25% uplift in partner generated insurance leads within 6 months.
- Track individual learner KPIs conversion rate, average premium, cross sell ratio and iterate programs to close gaps.
Compliance & Certification
- Ensure 100% completion of IRDAI mandated certifications for staff & partners; maintain audit ready records.
- Design quarterly knowledge assessments ( 80 % pass rate) covering product, regulation, ethics.
Measurement & Continuous Improvement
- Own the Insurance Learning & Community Dashboard - training coverage, NPS, lead uplift, policy issuance TAT, plus community forum metrics (monthly active users, average response time, engagement score).
- Run A/B experiments on content cadence and community nudges; harvest insights and publish quarterly impact reports to leadership.
Stakeholder & Team Leadership
- Partner with Product, Marketing, and Tech to keep all content and enablement assets up to date with launches and regulatory changes.
- Launch, moderate, and grow a dedicated online Insurance Community Forum (WhatsApp groups / LMS) for MFD partners and internal sellers; curate FAQs, success stories, and peer learning threads with a goal of > 70 % monthly active participation.
- Organise quarterly AMA clinics with underwriters and product managers inside the forum; surface field questions and funnel insights back to Product.
- Mentor a small team of trainers; scale capacity through a Train the Trainer programme that certifies community champions as co facilitators.
Location:
Chennai
Compensation:
The offered compensation package will be based on the candidate s prior experience and current Cost to Company (CTC)
Why Join Us
- Shape the Future of Finance: Be part of a pioneering fintech company thats redefining the industry.
- Collaborate with Brilliant Minds: Work alongside a talented and passionate team.
- Accelerate Your Career: Gain invaluable experience and opportunities for professional growth.