Designs, delivers, and evaluates training programs for a financial services sales force, including induction, sales skills, product, advisory process, and e-learning programs. Develops competency assessments, maintains compliance-aligned materials, monitors training KPIs, identifies stakeholder needs, and supports workplace learning transfer. Requires financial services sales or training experience, insurance and wealth management knowledge, relevant CMFAS certifications, and strong communication and collaboration skills.
KEY RESPONSIBILITIES INCLUDE:
- Design, develop and deliver training programs to meet the training needs of INCOME sales force using different methodologies.
- Design competency assessment tools for competency-based learning
- Evaluate the overall effectiveness of training interventions
- Ensure training programs comply with company/industry requirements through regular reviews and revisions of training material
- Develop and deliver ad-hoc training programs and E-Learning modules to support business objectives
- Manage and execute all levels of distribution training which includes new hires induction, sales/soft skills, product and sales advisory process training
- Build and strengthen rapport with stakeholders to appreciate training needs, communicate training standards and expectations and facilitate transfer of classroom learning to the workplace
- Collaborate with colleagues from other departments to achieve business objectives
- Monitor and measure training KPI (Key Performance Indicators)
- Maintain professional and technical knowledge by attending professional development workshops, reviewing training related publications, establishing networks, benchmarking best practices and participating in professional societies
- Any other projects or tasks as assigned
Requirements:
- Degree in any discipline
- CMFAS M5,M9,M9A, Certificate in Health Insurance is a must
- Advanced Certificate in Training & Assessment preferred
- Minimum 3 years of sales experience and/or 3 years of sales training experience in the financial services industry
- Experienced in developing and delivering the full spectrum of financial planning and sales training programs will be advantageous
- Experienced in selling/training life insurance, health insurance and wealth management solutions, and working with mass affluent or High Net Worth clients
- Collaborative individual with good communication and interpersonal skills
Income Insurance Singapore, Singapore, SGP Office
75 Bras Basah Road, Singapore, Singapore, Singapore, 189557
Income Insurance Singapore Office
Singapore
Income Insurance Singapore, Singapore, SGP Office
1 Paya Lebar Link, #07-01 PLQ 1 Paya Lebar Quarter, Singapore, Singapore, Singapore, 408533
Income Insurance Singapore, Singapore, SGP Office
2 Tampines Central 6, #01-01 NTUC Income Tampines Point, Singapore, Singapore, Singapore, 529483
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