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.
How You Succeed
- Champion and embody our Core Values in everyday tasks and interactions.
- Demonstrate high level of integrity and accountability.
- Take initiative to drive improvements and embrace change.
- Take accountability of business and regulatory compliance risks, implementing measures to mitigate them effectively.
- Keep abreast with industry trends, regulatory compliance, and emerging threats and technologies to understand and highlight potential concerns/ risks to safeguard our company proactively.
Who We Are
Founded in 1908, Great Eastern is a well-established market leader and trusted brand in Singapore and Malaysia. With over S$100 billion in assets and more than 16 million policyholders, including 12.5 million from government schemes, it provides insurance solutions to customers through three successful distribution channels – a tied agency force, bancassurance, and financial advisory firm Great Eastern Financial Advisers. The Group also operates in Indonesia and Brunei. The Great Eastern Life Assurance Company Limited and Great Eastern General Insurance Limited have been assigned the financial strength and counterparty credit ratings of AA- by S&P Global Ratings since 2010, one of the highest among Asian life insurance companies. Great Eastern's asset management subsidiary, Lion Global Investors Limited, is one of the leading asset management companies in Southeast Asia. Great Eastern is a subsidiary of OCBC, the longest established Singapore bank, formed in 1932. It is the second largest financial services group in Southeast Asia by assets and one of the world's most highly-rated banks, with an Aa1 rating from Moody's and AA- by both Fitch and S&P. Recognised for its financial strength and stability, OCBC is consistently ranked among the World's Top 50 Safest Banks by Global Finance and has been named Best Managed Bank in Singapore by The Asian Banker.
To All Recruitment Agencies
Great Eastern does not accept unsolicited agency resumes. Please do not forward resumes to our email or our employees. We will not be responsible for any fees related to unsolicited resumes.
Work Locations
SG-GE Centre
Job
Singapore
