About This Role
This role involves managing training and development objectives for specific partner branches or clusters to achieve sales targets and product mix objectives. The Training Manager plans and executes training calendars, ensuring comprehensive coverage and adherence to planned schedules and training needs. The role focuses on embedding ethical selling behaviors and sales practices in line with company standards and regulations.
Responsibilities
- Visit partner branches regularly to identify training needs and plan training accordingly
- Freeze training calendars for upcoming months in agreement with the TALIC Partner Sales team and Partner Insurance Specialists
- Visit branches and conduct trainings as per calendar, need, and flavor of the month
- Train and coach Relationship Managers on identifying and understanding life insurance needs of clients, pitching appropriate TALIC solutions, and supporting them in joint calls where required
- Build good relationships and interact informally with partners to ensure smooth flow of business and training transactions
- Do Joint Field Work with partner Relationship Managers to drive activation and product mix
- Act as a Single Point of Contact for all training-related issues
- Act as a coordinator between Partner and the TPC team of TALIC for licensing training, renewal training, licensing exam fixing, and all training administration-related work
- Analyze competition products and provide compelling reasons for the advantages and strengths of TALIC products versus the market
- Understand FUND performance reports of TALIC funds and compare them with other ULIP funds of similar asset class
- Provide compelling reasons for the strengths of TALIC funds in various asset classes based on chosen benchmarks
- Understand and explain various investment asset classes and opportunities, positioning where life insurance as an investment asset class stands out and fits in
- Design and circulate training-related MIS, training calendars, and training coverage to various stakeholders as required
- Analyze data cuts on performance of Relationship Managers pre and post training and take corrective action, planning training and coaching based on the same
- Monitor and develop the performance of all allocated trainers
- Impart induction and follow-up trainings to Sales Managers of TALIC managing Partner relationships as per the Training Road Map
Requirements
- Sales experience in life insurance or other field
- Good knowledge of MS Office, Power-point, and Word
- Life Insurance subject matter expertise
- Life Insurance product knowledge
- Analytical skills to compare life insurance products