Executive, Training & Competency
PURPOSE OF THE ROLE
AFA in-house Training specialist to oversee the sales training in the organization.
The incumbent will focus on equipping the AFA representatives with necessary sales competencies to do their jobs effectively.
The incumbent ensures sales representatives are adequately trained in sales advisory process.
This person will also organize training events as and when the need arises
Provide training to ensure the representatives meet the annual CPD requirement (including all compulsory training)
Oversee the onboarding pre-RNF training requirements (i.e. CMFAS tutorials, compulsory product training etc …) as well as post-RNF competence requirements.
Pass CMFAS M9, M9A, M5, CHI, M8, M8A
CFP or ChFC qualifications (added advantage)
At least 3 years working experience as a trainer in a financial industry
Knowledge of insurance products is a must