Job Description

About this role: We are looking for a Trainer / Senior Trainer (Financial Planning / Insurance Planning) (Internally known as Executive / Senior Executive, Training & Development) who will be part of the Training & Development team. The candidate will be responsible for reviewing the Training & Competency plan as well as conducting trainings within the organization. This role requires someone who is a good communicator and strong in interpersonal skills. This role will be reporting to Head of Department who is in charge of Training & Development.Responsibilities: Review the Training & Competency Plan, and ensure its implementation Develop and conduc trainings and coaching sessions for Managers or Advisors as and when required Develop and conduct regular trainings and seminars (online / offline), which can include induction; trainings on products, soft skills, sales process, etc Conduct briefings/trainings/communications to keep agency force updated with introductions of, or changes to, regulations/guidelines Create, update & maintain training curriculum & materials / seminar materials Any other related activity as directed by Head of Department Subsequent job rotation possible for candidates who prefer broader exposureRequirements: Diploma/Degree holder Qualifications like CFP/ChFC/AWP/AFP/AFC/ACTA/ACLP etc would be advantageous At least 1 year of relevant experience in the Financial Services industry, preferably with experience in life insurance sales/sales management/training Excellent presentation, communication, analytical and interpersonal skills Good understanding of relevant FAA requirements and guidelines
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