PURPOSE OF THE ROLE
AFA in-house Training Support Executive to oversee the administrative function and support of sales training in the organization.
The incumbent will focus primarily on ensuring smooth execution of end-to-end training administrative support within the training department.
The incumbent’s secondary focus is to provide ad-hoc training, to equip 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.
The role can be gradually evolved to a trainer role when administration scope can be automated in future.
Ensure smooth running of administrative duties (e.g. TMS, coordination of Training / Product Launches / Induction training / Smartup / VUE)
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.
Support Training Head in Developing a robust and detailed sales curriculum – addressing needs of sales rep with different levels of expertise
Design selling skills workshops when the need arises.
AFA representatives meet the annual CPD requirement (including all compulsory training)
AFA Representatives are adequately trained in sales advisory process.
KEY PERFORMANCE INDICATORS
CPD hrs of advisers meet standard requirements.
Induction trainings are well managed
Good Quality of training is consistent
SYSTEMS AND CONTROLS
Set up system to manage sales training programmes.
Being key administrator of the TMS.
Pass CMFAS M9, M9A, M5, CHI, M8, M8A
CFP or ChFC qualifications (added advantage)
At least 1 – 3 years working experience as a trainer in a financial industry
Knowledge of insurance products is a must