Insurance Trainer

0 years

0 Lacs

Posted:2 days ago| Platform: Linkedin logo

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Work Mode

On-site

Job Type

Full Time

Job Description

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:


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 that's 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.


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AssetPlus
AssetPlus

Financial Services

Chennai

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