Profile: Training Manager
Industry: Insurance
Role & responsibilities
- Publish and implement the monthly training calendar for branches basis the training architecture. E.g. licensing training, advisor induction, selling skills & domain training for advisors, product refreshers, etc.
- Maintain strong contracting with sales hierarchy to ensure implementation of learning initiatives and their follow up activities.
- Create awareness and drive usage of various sales tools & aids.
- Play critical roles during important events (e.g. new product & fund launches, regulatory changes, etc). Task involves organizing and executing the launch plans, creating awareness with speed & accuracy.
- Ensure satisfactory pass % of advisors who attend 4 day refresher training ..at level of at least 60% of attendees passing the exam.
- Manage 1st month performance of new licensed advisors (measured through RCM) to the level of 80% active in RCM period with a minimum defined modal premium. This directly contributes to topline
- Manage 3 months consistency in activization of new advisors (measured through RCM STAR) to the level of 40%. This directly contributes to topline and also creates a pool of advisors to qualify for entry level of advisor club programs.
- Manage new FLS production up to 6 months from joning (measured through GSG program) to the level of 40% qualification.
- This directly impacts to topline, better engagement of new FLS and their vintage with organization. Reduced attrition also directly impacts cost.
- Achieve all these through effective training delivery of team members, goal setting, stake holder alignment and ground level support. .
