Training Manager- Financial Advisors & Branch Networks

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