Partnership Learning

Job Purpose:

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.

Key Responsibilities:

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) Sales Training Orientation Oversight

• Provide direction for the Sales Training 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 Sales Training to address changing sales priorities and market needs.

• FSC 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.

1. 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.

Education & Certification:

• Bachelor's degree in business, Education, or related field; master's preferred.
• Preferably LOMA certified but not a requirement

Experience:

• 8–10 years of experience in training, learning & development, or sales capability, preferably in financial services/bancassurance.
• Strong expertise in bancassurance, sales processes, and insurance commission structures.
• Proven track record in creating and managing large-scale training initiatives.
• Strong communication, facilitation, and leadership skills. Proven leadership and stakeholder management skills.
• Detail-oriented with strong analytical and problem-solving abilities.
• Passion for simplifying processes and delivering customer-centric solutions.

Technical Competencies/Skills:

• Communication: Describe the communication skills required for the post. Describe the key relationships the job is required to develop or interact with.
• Problem Solving: e.g. "Ability to dissect complex problems, analyze data, and identify underlying issues." or "Evaluate various solutions, considering both immediate and long-term impacts, and make informed decisions."
• Innovation: e.g. "Ability to anticipate industry trends and technological advancements, integrating them into departmental strategies." or "Encourage and develop innovative solutions to complex problems, fostering a culture of creativity within the team.