Learning Partner at Great Eastern Life Assurance Co Ltd
Cuenca, Azuay, Ecuador -
Full Time


Start Date

Immediate

Expiry Date

05 Aug, 26

Salary

0.0

Posted On

07 May, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Training Delivery, Learning & Development, Facilitation, Presentation Skills, Curriculum Development, Sales Training, Digital Learning, Stakeholder Management, Risk Management, Microsoft 365, Course Authoring, LMS

Industry

Insurance

Description
The Learning Partner’s / Learning Partner’s role is to increase the product knowledge, sales & digital capabilities, technical proficiency and leadership capabilities of our distribution representatives, both in agency and bancassurance channels via blended learning delivery - instructor- led face to face training and digital learning activities. Develop relevant training curriculum that will lead to an increase in knowledge and skill of our distribution representatives, both in agency and bancassurance, with a focus on digital capabilities. Conduct stand-up training and webinars to facilitate product and sales training to sales representatives. Implement strategies and initiatives for segmented targets of the agency with the objectives to: Increase their sales activities and productivity for new and /or existing reps Provide a structured training program in product and sales techniques Liaise with relevant training vendors to provide technical proficiency training (e.g. CFP, ChFC, specialized insurance segment skillsets) Develop online, blended or classroom learning interventions to boost insurance sales. Facilitate coordination in large scale events involving the agency force which may entail liaising with external speakers, vendors, event organizers or venue facilitators Implement compulsory training and assessment of newly launched products To increase the recruitment of new financial representatives by implementing strategies to increase the pass rate of mandatory pre-contractual examinations  Identify critical performance development & training needs of sales representatives. Conduct training for all OCBC retail sales staff Takes accountability in considering business and regulatory compliance risks and takes appropriate steps to mitigate the risks. Maintain awareness of industry trends on regulatory compliance, emerging threats and technologies to understand risks and better safeguard the company. Highlight any potential concerns/risks and proactively shares risk management practices Have proven experience in training delivery, learning & development or employee engagement. Strong facilitation, presentation skills, verbal and written communication skills to be able to engage with various audiences. Have at least 3-5 years in the financial services industry with experience in sales or sales management, and preferably experience in developing agency leadership skills; Have a Degree in business or finance with relevant qualifications in CMFAS Module 5, 8, 8A, 9 and 9A, Health Insurance and General Insurance certification. Professional certifications like CFP or ChFC would be an advantage Can lead, drive and motivate sales of life insurance agency distribution Have a good understanding of financial related products Display a high degree of team spirit and professionalism Are proficient in using Microsoft 365 suite of applications (eg. Powerpoint and Excel etc.) Have some working knowledge in course authoring softwares (eg. Articulate, iSpring Suite, Adobe Creative Suite) and Learning Management Systems, is an advantage.

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Responsibilities
The Learning Partner is responsible for increasing the product knowledge, sales capabilities, and leadership skills of distribution representatives through blended learning. This includes developing training curricula, conducting webinars, and implementing strategies to boost sales productivity and recruitment.
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