Training Officer

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.