Partnership Learning

2 weeks ago

Taguig, National Capital Region, Philippines FWD Insurance Full time ₱1,500,000 - ₱2,500,000 per year

To lead the overall learning and capability development strategy for the Bancassurance sales channel. This role ensures that new sales hires, support teams, and sales leaders are equipped with the right knowledge, skills, and leadership capabilities to drive sustainable growth. The Head also defines long-term frameworks for capability building, product expertise, compliance training, and leadership development for Regional and Area Sales Heads. This position sets the direction for training governance, innovation, and alignment with business priorities. This role ensures full compliance with state and federal regulations, supports business growth, and maintains strong relationships with internal and external stakeholders.

1) Strategic Learning Agenda

  • Define and drive the Bancassurance learning and development roadmap.

  • Align capability-building programs with business growth targets and regulatory requirements.

  • Establish governance standards, policies, and metrics for training effectiveness.

2) Orientation Oversight

  • Provide direction for the BEST program as the entry point for all new sales hires.

  • Ensure coverage of orientation, basic product knowledge, commission policies, and IC exam readiness.

  • Continuously evolve BEST to address changing sales priorities and market needs.

3) Financial Solutions Consultant Continuous Development

-Create structured pathways for FSCs beyond onboarding, including technical skills, customer engagement, and advanced sales practices.

-Partner with Sales Leadership to monitor growth, readiness, and long-term performance.

4) Leadership Development for Existing & Future Leaders

-Build programs to identify and prepare high-potential FSCs for future leadership roles.

-Deliver targeted learning for existing Regional and Area Sales Heads in people management, coaching, product mastery, and strategic sales planning.

-Ensure both current and future leaders are equipped to drive team performance and organizational growth.

5) Leadership & Influence

  • Provide strategic guidance to training resources within Bancassurance.

  • Act as key advisor to Sales Leadership on capability building and readiness.

6) Support Team Enablement

-Innovate learning modules for backroom and support teams to strengthen collaboration with Sales and improve sales support effectiveness.

7) Innovation & Continuous Improvement

-Introduce blended learning solutions, digital platforms, and scalable modules.

-Benchmark industry best practices to keep training relevant and competitive.

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