Training Officer (Insurance)

Morgan McKinley; Hong Kong; On-site; HKD 360,000 - 480,000; Full time

Job summary

Morgan McKinley is seeking an experienced training professional to deliver IIQE Paper 1 and Paper 3 content in Hong Kong. You will structure interactive classrooms and online modules, update materials to match VTC and IA rules, and coach candidates toward licensing success.

The role involves onboarding new agency recruits and maintaining training metrics with monthly performance reports for management review.

Qualifications

• IIQE Papers 1 and 3 are required.
• 1-3 years of experience in agency training, tutoring, classroom instruction, or insurance operations.
• Strong tutoring/teaching background in financial services is welcome.

Responsibilities

• IIQE Training Delivery: Structure, refine, and conduct interactive training modules for IIQE Paper 1 and Paper 3.
• Curriculum & Material Design: Update study guides and mock exams aligned to VTC and IA regulations.
• Agent Coaching & Progress Tracking: Monitor progress and provide 1-on-1 coaching to improve pass rates.
• New Joiner Onboarding Support: Assist onboarding bridging theory to practical compliance awareness.
• Training Operations & Analytics: Maintain attendance records and report IIQE pass rates.

Job description

Key Responsibilities

• 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.