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JOB PURPOSE / PRINCIPAL ACCOUNTABILITIES:

 1. Training and Development:

• Develop training courses & materials such as manuals, training documents/handouts, sales pitches, and short self-learning clips.
• Deliver training programs on product knowledge, sales techniques, and soft skills to the sales staff based on regular schedules and requested schedules.
• Assess training needs and develop tailored training plans to address knowledge gaps and enhance performance.
• Providing expertise and contributing to the development of a sales knowledge and skills curriculum to continuously improve the performance of the sales force.
• Capable of delivering blenched learning & virtual sessions using digital tools & platforms.
• Manage Dai-ichi E-learning portal (upload file, assign products questions & answers and trainer).
• Organize, conduct and implement comprehensive training for IP, agents, sales staff and bank partner.
• Constantly update training materials & methodology taking proactively for future ready strategy & distribution changes.
• Coordinate with various parties to arrange training according to the plan.
• Find other resources for updating training materials and training methodology.
• Monitor and evaluate the effectiveness of training programs, adjusting as necessary to meet team needs.
• Perform other tasks assigned by management.

2. Sales Coaching and Activation:

• Conduct ongoing coaching sessions to improve individual and team sales productivity.
• Provide coaching to sales agents, sales staff and staff of bank partner, focusing on improving sales performance and achieving targets.
• Utilize performance metrics to identify areas for improvement and deliver targeted coaching and feedback.
• Foster a positive and motivated sales environment by offering continuous support and recognition.
• Lead group coaching sessions to promote collaboration and sharing of best practices.
• Join field work with trainee, coaching, and provide support to new joiner trainees especially during their first 90 days journey with respective distribution channel.

3. Event Management:

• Organize and facilitate monthly sales kick-off events and other related company events at the branch office.
• Coordinate logistics, ensure all materials and resources are prepared, and manage event timelines.
• Act as the "master of ceremonies" for events, delivering engaging presentations and facilitating smooth event flow.
• Collaborate with stakeholders to align event themes with business goals and team performance.

4. Collaboration and Communication:

• Collaborate with the sales leadership team to identify performance goals and align training programs with business objectives.
• Use creative methods to boost and inspire team members to reach their full potential.
• Regularly track and report on the progress of sales team performance and effectiveness of training programs.
• Work closely and maintain good business relationships with other departments to ensure alignment of training content with company objectives.
• Provide regular feedback on training and development needs.
• Contributes to the development of internal communication strategies to enhance overall team engagement.
• Meet all the deadlines and requirements of individual/ team assignments and projects

• Bachelor’s degree or higher, graduates with Education, Finance, Business, Economics, or Marketing will be an advantage.
• At least 3 years of experience in sales training or coaching from the Insurance Industry life insurance experience is preferred.
• Prefer 2 years of experience in life insurance sales
• Strong commitment and verbal communication skills along with active listening, and a creative mind.
• Demonstrated proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook, and skills for short video clips producing for training purposes.
• Able to make clear and good communication.
• Other task as assigned.