Training Officer

5 hours ago

Makati City, National Capital Region, Philippines UpRush Social Geekers Full time


The main purpose of this role

  • Training of agents, unit managers and agency staff for IC licensing and product knowledge source;
  • Creating incentive programs for agents, unit managers and agency staff to entice productivity
  • Develop relationship management and strategies to promote productivity through agents day to day sales activities.
  • Conducts monthly agency meetings to assure on-track activities in line with Generali agency sales targets.

Qualifications:

  • University graduate with a degree in Accountancy or Business courses major in Accounting.
  • Strictly with a minimum of 2 years of experience in Individual Life Insurance Agents
  • Has extensive experience in creating training materials
  • With at least a total of 4-5 years of experience in conducting training
  • 1- 2 years of supervisory level
  • With training certifications preferred but not required.

Key Responsibilities:

1. Training and licensing

  • To
    supervise training of agents, unit managers and agency staff to ensure
    that they pass the Insurance Commission (IC) licensing exam
  • For
    transferees, act as official mediator between IC and the agent, unit
    managers and agency staff to transfer IC license to Generali.
  • Conducts OL and VUL licensing; product knowledge and salesmanship training course to newly licensed Generali agents

2. Incentive programs

  • Provide incentive programs for agents, unit managers and agency staff to entice productivity.

3. Relationship Management & strategic planning

  • Promotes relationship management with agents and clients.
  • Commit to deliver risk management portfolios and services.
  • Create, plan and execute sales strategy for agents, unit managers and agency staff to facilitate agency meetings
  • Prepares accurate and timely reports as required.

4. Administrative

  • Undertake other tasks that may be reasonably expected of the role and as maybe necessary to achieve the companys goals.

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