Insurance Product Sales Trainer

4 days ago

Makati City, National Capital Region, Philippines beBeeTraining Full time

The Bank Referrer Training Lead is a critical role within our organization, responsible for designing and delivering comprehensive training programs to enhance the knowledge and skills of bank employees in selling insurance products through various channels. This position involves working closely with bank staff to ensure they possess the necessary tools and information to effectively promote and sell insurance products, thereby driving business growth and success.

Key Responsibilities:
  • Develop and implement tailored training programs that cater to the unique needs of bank staff.
  • Create engaging training materials, including presentations, manuals, and e-learning modules, to facilitate participant understanding and retention.
  • Maintain and update training content regularly to reflect changes in products, regulations, and market conditions.
  • Serve as a team lead, providing guidance, support, and mentorship to trainers while coordinating team efforts to ensure quality standards are met.
  • Cultivate strong relationships with bank managers and team leaders to determine specific training requirements and identify knowledge gaps among staff members.
  • Conduct in-person and virtual training sessions to enhance employee understanding of insurance products and facilitate workshops, seminars, and on-the-job training.
  • Monitor and report on training outcomes, employee performance, and the impact on sales to inform future training initiatives.
Requirements:
  • Bachelor's degree in Business, Finance, Insurance, Education, or a related field.
  • Extensive experience in the insurance industry, particularly in bancassurance.
  • Proven track record of developing and delivering successful training programs.
  • Excellent communication, presentation, and interpersonal skills.
  • Ability to work independently and as part of a team.
  • Strong organizational and time-management skills.
  • Proficiency in Microsoft Office Suite and experience with e-learning platforms.
Benefits:
  • Ongoing professional development and growth opportunities.
  • A flexible and supportive work environment that values well-being and inclusion.
  • Collaborative global teams dedicated to shaping the future of our organization.

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