I. SUMMARY
The Training Officer designs and delivers learning programs for insurance agents and branch teams, supporting recruiting, onboarding, activation, and retention. The role ensures training initiatives aligning with company sales goals, providing workshops, webinars, and materials that enhance sales processes, product knowledge, and customer engagement.
II. RESPONSIBILITIES
- Training Facilitation: Conduct workshops and webinars on sales processes, product knowledge, and customer engagement, with a focus on recruitment, onboarding, activating, and retaining insurance agents.
- Performance Evaluation: Analyze sales metrics to evaluate the impact of training and refine development initiatives.
- Content Creation: Develop and maintain training materials, sales aids (including quick guides), and digital tools.
- Collaboration: Work with branch leadership to align learning initiatives with company sales goals and KPIs.
- Onboarding: Facilitate orientation for new branch officers and ongoing training for existing teams.
III. QUALIFICATIONS
- Experience: At least 3 years experience in sales training, sales development, or agency training, preferably in insurance or financial services.
- Education: Bachelor's degree in Psychology, Education, or a related field. Professional certifications in training, coaching, or facilitation are preferred.
- Skills: Strong understanding of adult learning principles, excellent presentation and facilitation skills, analytical mindset, and proficiency in digital training tools, including presentation software (e.g., PowerPoint), virtual collaboration platforms (e.g., Teams, Zoom), and Learning Management System (LMS) or Resource Center platforms (e.g., Canvas, LMS platforms).
