Training Officer (Insurance)

Morgan Mckinley Limited; Hong Kong; On-site; HKD 335,000 - 513,000; Full time

Job summary

Morgan McKinley Limited in Hong Kong seeks a skilled IIQE trainer to structure and deliver interactive Paper 1 and Paper 3 sessions, aiming to maximise candidate pass rates.

You will refresh study guides, mock exams, and digital assets to align with the VTC syllabus and IA regulations, and coach candidates through targeted 1-on-1 sessions. The role also supports onboarding and training analytics.

Qualifications

• Educated professionals with 1-3 years in agency training, tutoring, classroom instruction, or insurance sales/operations.
• Excellent presentation, public speaking, and classroom management skills; ability to simplify complex regulatory concepts.

Responsibilities

• Deliver IIQE Training for Paper 1 and Paper 3; interactive classroom and online sessions.
• Update study guides, mock exam questions, revision notes, and digital assets to match VTC syllabus and IA regulations.
• Provide targeted 1-on-1 coaching to improve candidate pass rates.
• Support onboarding programs for new agency recruits linking theory to practice.
• Maintain attendance records, evaluate training effectiveness, and prepare monthly pass-rate reports.

Skills

Presentation

Public speaking

Classroom management

Regulatory concepts

Cantonese

English

Mandarin

Education

Diploma in Business Administration

Bachelor's degree in Training & Development

Bachelor's degree in Risk Management

Job description

IIQE Training Delivery: Structure, refine, and conduct interactive classroom and online training modules covering IIQE Paper 1 and Paper 3 syllabus topics to maximize agent pass rates.

Curriculum & Material Design: Update study guides, mock exam questions, revision notes, and digital learning assets in alignment with the latest Vocational Training Council (VTC) examination syllabus and Insurance Authority (IA) regulations.

Agent Coaching & Progress Tracking: Monitor individual learning progress, analyze practice exam results, identify weak areas, and provide targeted 1-on-1 coaching to assist candidates in passing their licensing exams.

New Joiner Onboarding Support: Assist in onboarding programs for new agency recruits, bridging theoretical IIQE knowledge with practical foundational product and sales compliance awareness.

Training Operations & Analytics: Maintain training attendance records, evaluate training effectiveness, and prepare monthly performance reports on IIQE pass rates for agency management review.

Key Requirements

Education: Diploma or Bachelor's degree in Business Administration, Training & Development, Risk Management, or a related field.

Qualifications: Passed IIQE Papers 1 and 3 (IIQE Paper 5 or FLMI/LUTCF designations are a plus).

Experience: 1-3 years of experience in agency training, academic tutoring, classroom instruction, or insurance sales/operations. Candidates with strong tutoring/teaching experience and a background in financial services are welcome.

Skills: Excellent presentation, public speaking, and classroom management skills; ability to simplify complex regulatory concepts into easy-to-understand learning modules.

Languages: Native/Fluent Cantonese, with strong command of spoken and written English and Mandarin.