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Assistant Manager, FA Training (Distribution)
INCOME INSURANCE LIMITEDD07 Golden Mile, Middle Road, SG12 days ago
Job descriptionA degree in any discipline CMFAS M5, M9, M9A, Certificate in Health Insurance is required. An Advanced Certificate in Training & Assessment is preferred Minimum 4 years of training experience in the financial services industry Experience in developing and delivering the full spectrum of financial planning and sales training programs will be advantageous. Experienced in selling / training life insurance, health insurance and wealth management solutions, and working with mass affluent or High Net Worth clients Collaborative individual with strong communication and interpersonal skills Proficient in Microsoft Office tools (PowerPoint, Word, Excel) and web-authoring tools such as Canva. Experience using a Learning Management System (LMS) and creating online content with eLearning authoring tools will be an advantage. Self-motivated, team player and able to manage timelines independently.
Roles & Responsibilities
As a Product and Sales Trainer, you will build and strengthen rapport with stakeholders (e.g., Channel Heads, Sales Managers, and Advisers) to appreciate training needs, communicate training standards and expectations, and facilitate the transfer of classroom learning to the workplace.
- Design, develop and deliver training programs to meet the training needs of our sales force using different methodologies.
- Design competency assessment tools for competency-based learning
- Evaluate the overall effectiveness of training interventions
- Ensure assigned training programs comply with company / industry requirements through regular reviews and revisions of training material
- Develop and deliver ad-hoc training programs and E-Learning modules to support business objectives
- Manage and execute all levels of distribution training, which includes new hires induction, sales / soft skills, product and sales advisory process training
- Build and strengthen rapport with stakeholders to appreciate training needs, communicate training standards and expectations and facilitate transfer of classroom learning to the workplace
- Collaborate with relevant parties from other departments to drive existing and ad-hoc training initiatives to achieve business objectives
- Monitor and measure training KPI (Key Performance Indicators)
- Maintain professional and technical knowledge by attending professional development workshops, reviewing training-related publications, establishing networks, benchmarking best practices and participating in professional societies
- Any other projects or tasks as assigned
You should have the following to be successful in the role :
Tell employers what skills you have
Coaching
Management Skills
Workplace Design
Financial Planning
Interpersonal Skills
Training Needs Analysis
Canva
Interventions
Emotional Intelligence
Communication Skills
Presentation Skills
Team Player
Learning Management
Health Insurance
Benchmarking
Facilitation
Training Delivery
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Training Manager • D07 Golden Mile, Middle Road, SG