123 Insurance Training Jobs - Page 4

Key Responsibilities/ Key Deliverables: Imparting Training to Banca/Broca sellers and Max Life Employees as per defined and agreed Man Days. Providing right training inputs & Sales support to Banca/Broca & Max Life sellers - 2 days should be devoted towards training of Max Life employees. Post Training, on line certification through Inquizzitive, of sellers on the trained module to be completed Once a quarter Refresher training should be done before the certification & follow up with failed candidates should be completed Create a robust Training team in cluster/circle by skilling the identified / shortlisted sales people so that they manage the training requirements of their clusters / branches Drive traffic to E Learning platform / Microsite so that technology can be leveraged to maximize reach Ensuring the measures of quality of business in Circle / Cluster that of mapped branches are above standards Ensuring SPs training on compliance and all regulatory records to be maintained audit ready Traction of data on performance, publishing MIS, dashboard, calendars, EDMs etc. timely and effectively in coordination with Bank Circle Office Conduct Skill, Knowledge & compliance based training programs for the entire patch at regular intervals Organize and make presentations in internal and external seminars. Develop and manage certification processes, Implementing evaluation process online and offline to create a robust feedback and tracking mechanism on product knowledge and skills of all the trainees. Requirements Job Specifications: Graduate in any Discipline, MBA from premier institute is preferred. 3 to 4 years of experience in Sales Training, Prior experience in insurance essential. Result Orientation, Customer Centricity, Technical Expertise, excellent product and basics of life insurance knowledge, a LIII or AIII will be preferred Knowledge & Skill Matrix: Training execution, Training enabling quality business, Ensuring Circle meeting compliance requirement.

Role & responsibilities o Conducting training for Agent Advisors o U pdation of training modules o Agent development KEY RESPONSIBILITIES: Conduct training modules for Agent Advisors o Conducting FCS, BCS , and ICS o Conducting GIDs and IIDs o Conducting PRP and FOD as and when required Look after training logistics o Schedule training sessions o Ensure wider participation of agents in programs Monitor progress of agents on a continuous basis o Seek regular feedback from agents , Sales Managers, Partner and Managing Partner o Ensure that agents follow moral and ethical standards when dealing with clients o Monitor Agent development Update training material o Review present training material o Scan environment o Incorporate feedback from Agents, Customers, ADMs, APs, Ps, MPs Ensure that the agents get updated and continuous information on Life Insurance products Facilitate self development of agents Requirements MEASURES OF SUCCESS: Participant feedback Number of days f training Customer survey rating Pass percentage of agents Pass percentage of Agents in IRDA exams Compliance on IRDA requirements Reduction in training cost Awareness level of agents on competition MINIMUM EDUCATION : Graduate in any discipline

Role & responsibilities o Conducting training for Agent Advisors o U pdation of training modules o Agent development KEY RESPONSIBILITIES: Conduct training modules for Agent Advisors o Conducting FCS, BCS , and ICS o Conducting GIDs and IIDs o Conducting PRP and FOD as and when required Look after training logistics o Schedule training sessions o Ensure wider participation of agents in programs Monitor progress of agents on a continuous basis o Seek regular feedback from agents , Sales Managers, Partner and Managing Partner o Ensure that agents follow moral and ethical standards when dealing with clients o Monitor Agent development Update training material o Review present training material o Scan environment o Incorporate feedback from Agents, Customers, ADMs, APs, Ps, MPs Ensure that the agents get updated and continuous information on Life Insurance products Facilitate self development of agents Requirements MEASURES OF SUCCESS: Participant feedback Number of days f training Customer survey rating Pass percentage of agents Pass percentage of Agents in IRDA exams Compliance on IRDA requirements Reduction in training cost Awareness level of agents on competition MINIMUM EDUCATION : Graduate in any discipline

Role & responsibilities o Conducting training for Agent Advisors o U pdation of training modules o Agent development KEY RESPONSIBILITIES: Conduct training modules for Agent Advisors o Conducting FCS, BCS , and ICS o Conducting GIDs and IIDs o Conducting PRP and FOD as and when required Look after training logistics o Schedule training sessions o Ensure wider participation of agents in programs Monitor progress of agents on a continuous basis o Seek regular feedback from agents , Sales Managers, Partner and Managing Partner o Ensure that agents follow moral and ethical standards when dealing with clients o Monitor Agent development Update training material o Review present training material o Scan environment o Incorporate feedback from Agents, Customers, ADMs, APs, Ps, MPs Ensure that the agents get updated and continuous information on Life Insurance products Facilitate self development of agents Requirements MEASURES OF SUCCESS: Participant feedback Number of days f training Customer survey rating Pass percentage of agents Pass percentage of Agents in IRDA exams Compliance on IRDA requirements Reduction in training cost Awareness level of agents on competition MINIMUM EDUCATION : Graduate in any discipline

JOB SUMMARY Responsible for hiring, developing and driving sales from Top Financial Advisors/Financial Distributors of competition thereby driving revenue for Agency Channel. The Elite Vertical is a dedicated vertical under Agency Channel, focusing on recruitment and development of proven top performing advisors/ financial distributors KEY RESPONSIBILITIES Identify the Top financial /General Insurance/Health Insurance distributors in the assigned territory from the competition Pitch Max-Life Agency Career Opportunity through Career Seminars / Presentations / Meetings Understand the Top Advisor/ Business Associate value proposition, onboarding process and regulations related to the same Hiring and Onboarding of Top Advisors and Business Associates post conducting Career seminars and Presentation and meet the defined Recruitment plan Drive sales from the team of Top Advisors / Business Associates and Financial distributors to meet the defined sales plans. Maintain Quality of sales by ensuring the Persistency standards of the channel Adherence to the desired input behaviors to drive Sales and Recruitment Periodically Train & Develop advisors for new product launches and communicating any changes in company guidelines / policies. Managing field operations by coordinating with Operations and DSDO for sales and Recruitment.

JOB SUMMARY Responsible for hiring, developing and driving sales from Top Financial Advisors/Financial Distributors of competition thereby driving revenue for Agency Channel. The Elite Vertical is a dedicated vertical under Agency Channel, focusing on recruitment and development of proven top performing advisors/ financial distributors KEY RESPONSIBILITIES Identify the Top financial /General Insurance/Health Insurance distributors in the assigned territory from the competition Pitch Max-Life Agency Career Opportunity through Career Seminars / Presentations / Meetings Understand the Top Advisor/ Business Associate value proposition, onboarding process and regulations related to the same Hiring and Onboarding of Top Advisors and Business Associates post conducting Career seminars and Presentation and meet the defined Recruitment plan Drive sales from the team of Top Advisors / Business Associates and Financial distributors to meet the defined sales plans. Maintain Quality of sales by ensuring the Persistency standards of the channel Adherence to the desired input behaviors to drive Sales and Recruitment Periodically Train & Develop advisors for new product launches and communicating any changes in company guidelines / policies. Managing field operations by coordinating with Operations and DSDO for sales and Recruitment.

Role & responsibilities Employee & Partner Training: Conduct regular training sessions for employees and channel partners across the region on processes, sales skills, compliance, and customer service. Insurance Product Training: Deliver detailed training on all insurance verticals Life, General, and Health with focus on product features, benefits, regulatory norms, and claims processes. Onboarding & Induction: Lead onboarding and induction programs for new employees and partners to ensure effective integration into the organization. Training Calendar Execution: Execute region-specific training calendars and ensure timely completion of training goals and metrics. Training Needs Analysis: Collaborate with regional teams and management to assess training needs and customize content accordingly. Performance Monitoring: Track post-training performance, gather feedback, and drive continuous improvement in training delivery and effectiveness. Regional Coverage: Manage training operations across five states – Karnataka, Kerala, Tamil Nadu, Andhra Pradesh, and Telangana – with regular travel as required. Preferred candidate profile Graduate/Postgraduate in any discipline. Certification in Training or L&D is a plus. • 3+ years of experience in training, preferably in the insurance or financial services sector. • Strong knowledge of Life, General, and Health insurance products. • Fluency in Tamil, Kannada, Hindi, and English is mandatory; knowledge of Malayalam is an added advantage. • Excellent presentation, communication, and facilitation skills. • Ability to travel extensively across the South Zone.

Roles and Responsibilities Collaborate with cross-functional teams to design and deliver effective team training initiatives. Manage training management systems to track employee progress and ensure compliance with regulatory requirements. Provide product training to new hires and existing employees on insurance products and processes. Develop and implement process training programs for sales teams to enhance customer service skills. Conduct quality audits, monitor calls, and analyze data to identify areas for improvement.

Role description This role is primarily responsible for subject matter expertise on Insurance domain as well as developing and deploying digital (Data and AI in context of Digital Ops) and domain learning. She/He will be responsible for leading teams, liaising with leadership, conducting diagnostic and needs analysis, and aligning capability development plans to meet business needs and client expectations. This role is required to facilitate trainings on relevant domain topics. This person will also be responsible for leading research to identify and develop content on new capabilities. The role entails researching and responding to RFPs/RFI’s and presenting domain capabilities to internal leadership and external stakeholders during visits. Understand use of Data and AI in Insurance and how domain advancement and digital new skills can be leveraged in Insurance. Essential Functions Lead initiatives for developing domain and Data and AI capabilities across Insurance functions Engage with leadership to define domain/digital capability development requirements, generate buy-in, rally internal and external stakeholders towards building the right capabilities for the vertical in context of Digital Ops Manage the change program to institutionalize domain capabilities, targeting differentiated needs across the various audience segments Identify, source and deploy tools, systems and resources needed by the company for ongoing development of domain capabilities Plan and deploy capability development curriculum, certifications, and calendar, develop new learning materials with domain capability as an outcome Curate learning resources on domain and digital capabilities from the open ecosystem available online and offline; define clear and structured learning paths from curated assets; deploy and track Drive domain and digital thought leadership through focused research, articles, case studies, industry interactions, and point-of-view sessions both internally and externally by EXL leaders Identifying the gaps between the desired state and the current state of knowledge and developing customized training curriculum that is scalable and provides EXL a competitive edge Training need analysis, researching, designing and developing content such as module outlines, presentations, trainer’s guide, participant’s guides and other training material Designing training aids like activities, role plays, case studies, etc. to make the training session livelier and more interactive Ensuring that the quality of content is maintained as per the targets assigned and should be in accordance with internal standards Identification of appropriate methodology for the implementation of training Ensure training and certification of trainers on the training modules Managing training material and content - regular reviews and updation End to end management of training programs i.e. Scheduling, Reporting, Dashboards, assessments etc. Delivery of pre-process domain trainings across verticals and curation of customized domain content inline with upcoming new business areas and Geos, also in F&A domain specifically Lead and represent domain capabilities and offering with external and internal stakeholders Maintain and ensure timely data collection, reporting to Business units and other internal stakeholders, as needed Performance parameters Speed to execution, correct training needs estimation Driving and exceeding goals and functional targets on holistic capability development Speed, agility and initiative Quality and accuracy of deliverables Efficiency and effectiveness (result-orientation) Training delivery and certification of trainers Adherence to internal standards Adherence to timelines Interaction with the clients/ customer at an appropriate level to ensure high levels of client satisfaction Driving training content uptake for resources and maintaining high VOC on trainings delivered Business outcomes on critical skills build Primary Internal Interactions Employees, for the purpose of designing, developing, and conducting training solutions and modules Managers and leaders, for the purpose of identifying the training needs and follow up CD Team, for the purpose of up-skilling and certification of trainers Supervisor, for the purpose of reporting performance, escalation handling, clarifying concerns, and seeking feedback and support, settling issues left unresolved, monthly evaluation of performance, updating training curriculum, trainer certification and for ongoing audits and feedback BHR teams and Transitions teams for ongoing requests and upcoming RFPs/visits Digital Operations delivery leaders for TNI/TNA and solution offerings creation Primary External Interactions Business/ Clients, for the purpose of seeking feedback and incorporating the same into training modules, as and when needed Institute partners of CD for managing and running programs Vendors, for any material/ service availed Any/all additional prospective partners who might be needed to ensuring capability build across chosen service line Skills Technical Skills Good knowledge of MS Office suite applications like – PowerPoint, MS Word and MS Excel Internet usage and email access Working knowledge of tools, as needed for the role Knowledge of LMS and LXP Process Specific Skills Good training/ presentation skills Deep domain understanding Content designing and development Excellent domain knowledge Ability to present the information in simple & easy manner Ability to understand and comprehend quickly Prioritizing customer needs Strong customer service focus Ability to assess learning needs, customize solutions and deliver Soft skills (Desired) Good verbal and written communication skills Ability to do in-depth research and create articles Flexibility and urgency to handle pressure Self-disciplined and result oriented Data gathering ability/ Eye for detail Soft Skills (Minimum) Ability to multitask Ability to approach problems logically Interpersonal Skills Feedback Skills Customer Service Focus Active listening skills Coaching and mentoring skills Presentation and Facilitation Skills Team work/ Managing Self/ Adaptability Education Requirements Graduate in any stream Domain training related training background with any relevant domain certifications (P&C domain - CPCU, AINS, AIC, AU etc. and/or L&A domain – LOMA 280/281, 290/291 and/or F&A domain (AIAF, IFRS etc.)/+ Have extensive experience of delivery in the chosen SGU and IMU service lines Knowledge and understanding of vertical specific roles, functions and work items in Insurance Work Experience Requirements Total work experience should be a minimum of 10 years of relevant work experience in conducting training and developing training curriculum/ in concerned domain vertical Current role/assignment Background in leading learning initiatives for domain (insurance) capabilities Experience in implementing or background of digital is added advantage

Should be accountable for training new hires till completing the certificate program Need to be updated with the Process updates ,quality parameters & System enhancement To be able to coach new hires & existing staff & monitor their progress Required Candidate profile Work Experience of minimum 1 yr as training manager in Life Insurance Graduation must Proactive & committed to deliver results Call HR Ramana - 9550760771

Key Responsibilities: Design and deliver engaging sales training programs for Malayalam-speaking agents. Conduct new hire training, refresher sessions, and upskilling workshops. Monitor and evaluate training effectiveness using metrics such as call quality scores, sales performance, and feedback. Collaborate with team leads and managers to identify training needs and performance gaps. Create training materials in Malayalam and English, including scripts, role plays, and call simulations. Provide individual coaching and feedback sessions to underperforming agents. Keep up-to-date with product knowledge, market trends, and sales techniques. Conduct floor support and on-the-job training (OJT) as needed. --- Required Skills: Excellent communication skills in Malayalam (verbal and written). Strong understanding of sales processes and BPO operations. Good facilitation and presentation skills. Ability to motivate and mentor diverse teams. Proficiency in using MS Office (Word, PowerPoint, Excel) and training tools. Strong analytical and problem-solving skills. Kindly contact below number - 7977519951 Hr - manager _ Pinky yadav Please share resume below id- Pinkyy@eosglobe.com

Managing the life insurance sales through assigned Bank Branches. Coordinating between Bank and company from Lead generation to policy conversion. Deal with walking customers Sale them Life insurance policies. Managing the life insurance policies. Required Candidate profile -Minimum 6 months to 1 year experience is required in BFSI And Insurance Sector. -Minimum Graduation Required- Any Graduate Can Apply. -Good Communication And Selling Skills Required.

Managing the life insurance sales through assigned Bank Branches. Coordinating between Bank and company from Lead generation to policy conversion. Deal with walking customers Sale them Life insurance policies. Managing the life insurance policies. Required Candidate profile -Minimum 6 months to 1 year experience is required in BFSI And Insurance Sector. -Minimum Graduation Required- Any Graduate Can Apply. -Good Communication And Selling Skills Required.

Managing the life insurance sales through assigned Bank Branches. Coordinating between Bank and company from Lead generation to policy conversion. Deal with walking customers Sale them Life insurance policies. Managing the life insurance policies. Required Candidate profile -Minimum 6 months to 1 year experience is required in BFSI And Insurance Sector. -Minimum Graduation Required- Any Graduate Can Apply. -Good Communication And Selling Skills Required.

Managing the life insurance sales through assigned Bank Branches. Coordinating between Bank and company from Lead generation to policy conversion. Deal with walking customers Sale them Life insurance policies. Managing the life insurance policies. Required Candidate profile -Minimum 6 months to 1 year experience is required in BFSI And Insurance Sector. -Minimum Graduation Required- Any Graduate Can Apply. -Good Communication And Selling Skills Required.

Managing the life insurance sales through assigned Bank Branches. Coordinating between Bank and company from Lead generation to policy conversion. Deal with walking customers Sale them Life insurance policies. Managing the life insurance policies. Required Candidate profile -Minimum 6 months to 1 year experience is required in BFSI And Insurance Sector. -Minimum Graduation Required- Any Graduate Can Apply. -Good Communication And Selling Skills Required.

Managing the life insurance sales through assigned Bank Branches. Coordinating between Bank and company from Lead generation to policy conversion. Deal with walking customers Sale them Life insurance policies. Managing the life insurance policies. Required Candidate profile -Minimum 6 months to 1 year experience is required in BFSI And Insurance Sector. -Minimum Graduation Required- Any Graduate Can Apply. -Good Communication And Selling Skills Required.

Managing the life insurance sales through assigned Bank Branches. Coordinating between Bank and company from Lead generation to policy conversion. Deal with walking customers Sale them Life insurance policies. Managing the life insurance policies. Required Candidate profile -Minimum 6 months to 1 year experience is required in BFSI And Insurance Sector. -Minimum Graduation Required- Any Graduate Can Apply. -Good Communication And Selling Skills Required.

Responsible to conduct sale training, product launch training, New Employee & Agent inductions training for all channels (Agency, Banca, DST). Track business performance, identify productivity gaps & support corrective action through trainings. Required Candidate profile Graduate with 4-6 years experience in Training delivery. Open to travel for 7–10 days a month to multiple branches & channels within the region. Sales training experience & including joint field work.

Role & responsibilities Conducts regular training needs analysis in order to determine the most relevant and cost effective training solutions. Regional Managers and Central Services staff that will improve individual / team knowledge, skills and in turn shop / business performance -Works with the HR Business Partner. Regional Managers to identify the training requirements tailored to the business needs and individual IDPs; determines the priorities. Contributes to the design, development and production of training materials, documents and manuals to ensure consistency and quality of content and delivery to meet the specific needs of the retail training programme. Ensure all training materials, documents and manuals are on brand and adhere to the brand guidelines. Designs and develops a planned and ongoing training programme with the learning resources and tools to improve performance and optimise on the potential of our volunteer teams Preferred candidate profile Coordinate with the Sales team in the assigned region to standardize learning and identifying the training Need Training exposure in financial domain is preferred Kindly share your profile on Pooja.29@adityabirlacapital.com available at Pooja - 7889186708

NOTE - If Interested mail me your updated CV on Karishmap@itm.edu or can contact at 84339 73130 Organization: ITM Skills University (https://www.itm.edu/) Job Location: - Navi Mumbai SPECIALIZED KNOWLEDGE AND SKILLS: Ability to grasp the domain requirement and customize training practices. Excellent written/verbal communication skills and significant experience presenting to Students Facilitation, Trainer and presentation skills Strong work ethics, self-sufficient & highly organized Researches, writes, organize and present a variety of training sessions (i.e. Team Building & Train the Trainer). Ability to work independently but guided by documented procedures, with appropriate support. Job Descriptions: Plans, schedules and conducts pre-licensing training for all prospective life advisors. Coordinates with external training institutes for offline classroom training being conducted for Students Schedules BFSI training programs and publishes the calendar as per the system. Maintains a record of all training programs and participants and publishes relevant MIS Remains abreast of all advisors, agency partners and employees vis--vis the gaps in training needs and designs a developmental plan covering all of them Conduct Life Cycle based training programs for Students in line like Agency Partners & Sales Managers Develop, implement, manage and supervise the Annual Training Plan. Excellent Execution Skills

Role & responsibilities o Conducting training for Agent Advisors o U pdation of training modules o Agent development KEY RESPONSIBILITIES: Conduct training modules for Agent Advisors o Conducting FCS, BCS , and ICS o Conducting GIDs and IIDs o Conducting PRP and FOD as and when required Look after training logistics o Schedule training sessions o Ensure wider participation of agents in programs Monitor progress of agents on a continuous basis o Seek regular feedback from agents , Sales Managers, Partner and Managing Partner o Ensure that agents follow moral and ethical standards when dealing with clients o Monitor Agent development Update training material o Review present training material o Scan environment o Incorporate feedback from Agents, Customers, ADMs, APs, Ps, MPs Ensure that the agents get updated and continuous information on Life Insurance products Facilitate self development of agents Requirements MEASURES OF SUCCESS: Participant feedback Number of days f training Customer survey rating Pass percentage of agents Pass percentage of Agents in IRDA exams Compliance on IRDA requirements Reduction in training cost Awareness level of agents on competition MINIMUM EDUCATION : Graduate in any discipline

Role & responsibilities o Conducting training for Agent Advisors o U pdation of training modules o Agent development KEY RESPONSIBILITIES: Conduct training modules for Agent Advisors o Conducting FCS, BCS , and ICS o Conducting GIDs and IIDs o Conducting PRP and FOD as and when required Look after training logistics o Schedule training sessions o Ensure wider participation of agents in programs Monitor progress of agents on a continuous basis o Seek regular feedback from agents , Sales Managers, Partner and Managing Partner o Ensure that agents follow moral and ethical standards when dealing with clients o Monitor Agent development Update training material o Review present training material o Scan environment o Incorporate feedback from Agents, Customers, ADMs, APs, Ps, MPs Ensure that the agents get updated and continuous information on Life Insurance products Facilitate self development of agents Requirements MEASURES OF SUCCESS: Participant feedback Number of days f training Customer survey rating Pass percentage of agents Pass percentage of Agents in IRDA exams Compliance on IRDA requirements Reduction in training cost Awareness level of agents on competition MINIMUM EDUCATION : Graduate in any discipline

Greetings! We have an opening with the Reputed Life Insurance Company for the role of Training Manager. Location : Rajkot Experience: 1+ yrs into Life Insurance Role & responsibilities Conduct trainings as per national training plan Take requirements from local stakeholder and conduct trainings as per requirement Create impact with behaviour-based trainings Suggest changes / ideas which help implementation of national training strategy Send reports on time Preferred candidate profile Needs to have basic / intermediate knowledge of mobile / laptop applications for making videos, PPT etc Interested candidates can share your cv to josy@topgearconsultants.com

Role & responsibilities o Conducting training for Agent Advisors o U pdation of training modules o Agent development KEY RESPONSIBILITIES: Conduct training modules for Agent Advisors o Conducting FCS, BCS , and ICS o Conducting GIDs and IIDs o Conducting PRP and FOD as and when required Look after training logistics o Schedule training sessions o Ensure wider participation of agents in programs Monitor progress of agents on a continuous basis o Seek regular feedback from agents , Sales Managers, Partner and Managing Partner o Ensure that agents follow moral and ethical standards when dealing with clients o Monitor Agent development Update training material o Review present training material o Scan environment o Incorporate feedback from Agents, Customers, ADMs, APs, Ps, MPs Ensure that the agents get updated and continuous information on Life Insurance products Facilitate self development of agents Requirements MEASURES OF SUCCESS: Participant feedback Number of days f training Customer survey rating Pass percentage of agents Pass percentage of Agents in IRDA exams Compliance on IRDA requirements Reduction in training cost Awareness level of agents on competition MINIMUM EDUCATION : Graduate in any discipline