Assistant Manager – Training and Agency Services Operations

KEY PRIMARY RESPONSIBILITIES

• Design and deliver structured learning programs for Individual Life sales channels, including:
• Soft skills (sales effectiveness, customer experience, negotiation, customer experience, productivity, leadership).
• Product training (Wealth Builder, Endowment, Risk, Pension, solutions).
• Compliance and regulatory training.
• Lead onboarding training for new Financial Advisors.
• Implement Training of Trainers (ToT) programs for regional sales leadership.
• Partner with Sales Leadership to align training interventions with performance gaps.
• Compliance & regulatory updates
• Leadership development for Sales Managers

ACADEMIC QUALIFICATIONS

• Bachelor’s Degree in Business, HR, Education, IT, or related field.
• Experience with Learning Management Systems (LMS) is mandatory.
• Demonstrated experience in data analytics and reporting.

JOB SKILLS AND REQUIREMENTS

• Strong instructional design and facilitation capability.
• Excellent presentation, coaching, and mentoring skills.
• Strong leadership and supervisory skills.
• Strong analytical and reporting capability.
• Advanced Microsoft Office and LMS proficiency.
• High attention to detail and regulatory awareness.
• Strong organizational and time management skills.
• Ability to manage multiple priorities in a fast-paced environment.
• Ability to handle confidential information with integrity.

PROFESSIONAL QUALIFICATIONS

Professional progress in ACII / IIK / LOMA / LIMRA or equivalent.

EXPERIENCE

• Minimum 7–8 years’ relevant experience.
• At least 3 years in Learning & Development within insurance or financial services.
• Prior experience supervising staff at a junior management level.
• Experience in Intermediary / Agency Administration is highly desirable.