Role Purpose
The role holder will be responsible for designing, developing, and delivering effective training programs and initiatives for the agency force. The Training Officer plays a crucial role in equipping agents with the necessary knowledge, skills, and tools to succeed in their roles, drive sales performance, and uphold high professional standards.
Main Responsibilities
Operational
Deliver training courses and programs to the Life Company Sales Force. Formulate input to training needs analysis and organize training based on it. Develop, review and maintain a training curriculum, content materials, manuals, aids and tools relating to the Life Assurance Training. Conduct regular training impact assessment. Prepare relevant and timely reports for specific target groups through their respective Managers. Ensure the effective scheduling of all training activities and execute all training as per the training calendar. Build adequate control mechanisms to ensure optimum number of people covered under each training session. Respond to product queries from agents, develop testing and procedures. Coordinate COP/ECOP registrations and other educational needs of the agents with the College of Insurance and ensure all payments are made on time. Coordinate, train and register all agents in the Life Agency Portal/track the number of agents registered in the portal every new month. Track and analyze market training trends by staying current with latest developments in the industry and competitor activities. Facilitate and coordinate the recruitment and training of new agents and managers, in liaison with the leadership of agency, bancassurance and alternative channels. Identify and assist in the opening up of markets. Give presentations on Personal Financial Management to groups as part of market activations.