Job purpose:
Reporting to the Assistant General
Manager Ordinary Life and Branch Network, the jobholder will be responsible for
developing and driving the training and development strategy for the Financial
Advisors (FAs) curriculum and learning materials. They will also provide support.
to FAs, Unit Managers, Intermediaries, Brokers in relation to their
recruitment, on-boarding, and their working cycle.
Key responsibilities
· Identify training needs for FA and Branch Network.
· Develop training curriculum for FA and Branch Network
· Ensure consistency and quality of FA training curriculum in line
with set standards
· Oversee the recruitment and on-boarding of FAs’, Unit Managers,
Intermediaries, Brokers, and ensure that the process is seamless and effective
· Ensure compliance by FAs’ that they have relevant licenses
required by IRA
· Compliance with laid down procedures and policies
· Continuously undertake research to get updated on current
content delivery methodologies and training content for FA
· Product training
· Measure and monitor impact of training on performance.
· Monitor industry growth and development
· Ensure full utilization of the Academy at the same time
incorporating digital/virtual training.
· Work with
the Assistant General Manager Ordinary Life & branch network to motivate FA.
Requirements
Knowledge, Experience and Qualifications
required
· Bachelor’s Degree in a business related field
· 7 years’ experience; 3 of which should be in a managerial
capacity.
· Professional qualification in Insurance (ACII or AIIK added
advantage)
· A relevant training qualification will be essential.
Competencies
- Technical/ Functional competencies
- Customer, market and competitor understanding
- Knowledge of insurance regulatory requirements
- Good presentation skills