Training Specialist - Insurance Sales
PNet (Pty) Ltd
Cape Town
9d ago

Training Specialist Our client's business product offering has grown significantly over the years which lead to the development of the face to face distribution channel.

To facilitate this model a new position for a Training Specialist focusing on face to face distribution has emerged. The incumbent will be responsible for training facilitation, analyses, monitoring and reporting of both personal lines and business products as well as systems and sales related soft skills. Responsibilities :

  • Facilitate product, systems and soft skills training of new and existing Face to Face Distribution staff
  • Ensure the overall quality in all training processes
  • Establish, plan and schedule training in consultation with the relevant stakeholders
  • Arranging of appropriate training venues, equipment, training materials etc
  • Ensure successful transfer of knowledge and competence through effective training facilitation techniques.
  • Setting up, administering and conducting training assessment tools, such as CBT’s, final assessments etc.
  • All relevant training administration
  • Periodically evaluate ongoing programs to ensure that they reflect any changes and are updated on a regular basis.Regular reporting to the relevant stakeholders.
  • Required Qualifications & Experience :

  • Relevant qualification in Sales and / or Training will be highly advantageous
  • Must have experience in Sales, preferably selling financial products.
  • Training experience an advantage
  • Strong understanding of the Face to Face Distribution model in a direct insurer / tied agency environment
  • Will be required to have (or obtain within a reasonable time period) the relevant FAIS and / or training accreditation.
  • Required Competencies & Personal Attributes :

  • Excellent training facilitation, knowledge transfer, communication and presentation skills.
  • Good interpersonal skills
  • Passionate about people development
  • Solid report writing skills
  • Customer Service focus
  • The Face to Face Distribution Training Specialist must align themselves with the culture and values of Awesome Service, Passionate, Honest, Human, Dynamic and Recognition.
  • R450k cost to company, medical aid, pension.

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