Training Manager - Bhopal/Mumbai

Shriram Life Insurance; Mumbai, Bhopal; On-site; INR 4,50,000 - 6,75,000; Full time

Job summary

A leading insurance firm is seeking a Life Insurance Trainer to enhance the performance of sales teams in Mumbai and Bhopal. The ideal candidate will have 4-10 years of experience in life insurance sales training and will be responsible for conducting training programs, identifying training needs, and customizing content for local relevance. Excellent facilitation, communication skills, and an understanding of life insurance products are essential. This role offers a competitive compensation package aligned with mid-management grade.

Qualifications

• 4-10 years of experience in Life Insurance Sales Training or Distribution Development.
• Experience in multiple channels (Agency/Bancassurance/Direct).
• Proven training delivery across large geographies.

Responsibilities

• Conduct training programs for sales personnel.
• Identify training needs and collaborate with Sales Heads.
• Customize training content for regional applicability.
• Implement coaching frameworks with line managers.
• Manage stakeholder relations to align training with business goals.

Skills

Facilitation and communication skills

Understanding of life insurance products

Training design and execution

High energy and influencing ability

Proficiency in MS Office and LMS

Education

Graduate/Post-Graduate in Business, Commerce, or HR

Insurance certifications (LIII/IRDA)

Tools

MS Office

LMS platforms

Digital training tools

Job description

Job Description: Life Insurance Trainer (State / Zonal Level) - Location: Mumbai & Bhopal - 2 positions

Role Title: Life Insurance Training - Manager

Department: Sales Training / Learning & Development (L&D) - SFL Marketing in SLIC Roles.

Reporting To: CMO Experience Band: 4 to 10 years (preferably in Life Insurance Sales Training / Distribution Enablement).

Role Purpose

To drive capability building and performance enhancement of sales teams across multiple channels (Agency, Partners, Direct & Broking) within the assigned State or Zone. The role ensures salesforce productivity through effective onboarding, product training, behavioural skills development, and ongoing performance coaching aligned to organizational goals.

Key Responsibilities

1. Training Delivery & Facilitation

• Conduct induction, product, process, and skill-based training programs for new and existing sales personnel across channels.
• Facilitate classroom, virtual, and on-the-job training sessions, ensuring consistent learning experience and knowledge retention.
• Deploy behavioural and consultative selling programs to improve advisor and front-line manager effectiveness.
• Reinforce training through field coaching and joint calls with sales managers and agents.

2. Training Need Identification & Planning

• Collaborate with Sales Heads / Cluster Managers to identify performance gaps and training needs based on productivity and business metrics.
• Develop and execute a Monthly (or) Quarterly Training Calendar aligned with business priorities and national L&D roadmap.
• Use field insights to suggest content localization or new modules relevant to regional market realities.

3. Content & Program Management

• Customize and translate central training content for local language and regional applicability.
• Support development of micro-learning, role-play, and case-study-based content to enhance practical learning outcomes.
• Maintain training MIS, feedback, and reports for continuous improvement.

4. Performance Support & Coaching

• Partner with line managers to implement on-the-job coaching frameworks.
• Track training effectiveness through pre- and post-assessments, certification scores, and sales productivity trends.
• Provide individual coaching to underperformers and skill acceleration support for high-potential team members.

5. Stakeholder Management

• Liaise with Sales, HR, and Channel Heads to align training with business goals and sales priorities.
• Ensure high training participation, completion and My Coach’ certification compliance across the region.
• Act as the L&D ambassador within the zone to drive learning culture adoption.

Key Performance Indicators (KPIs)

• % of New Hires Trained and Certified within TAT
• Improvement in Productivity Metrics (e.g., Case Count, FYP, Activation %) post-training
• Training Feedback / NPS Scores
• Training Coverage vs. Plan
• Post-Training Performance uplift for trained cohorts
• Stakeholder Satisfaction (Sales Head / Channel Head feedback)

Candidate Profile

Education

• Graduate / Post-Graduate (preferred in Business, Commerce, or HR)
• Insurance certifications (LIII / IRDA License / Training Certifications) are advantageous

Experience

• 4–10 years of experience in Life Insurance Sales Training, Distribution Development, or Field Coaching
• Exposure to multiple channels (Agency / Bancassurance / Broking / Direct) preferred
• Proven track record of training delivery and sales enablement across large geographies

Skills & Competencies

• Strong facilitation and communication skills
• Deep understanding of life insurance products, sales processes, and regulatory norms
• Ability to design and execute impactful training sessions
• High energy, influencing ability and field orientation
• Proficiency in MS Office, LMS platforms and digital training tools

Career Path

• Next Role: Zonal Training Head / Regional Capability Manager
• Future Pathways: Regional Training Lead, Distribution Development Head or Sales Excellence Role

Compensation Range (Indicative)

• Typically in line with mid-management grade: 5 to 8 CTC (depending on channel, overall experience and geography).

Kindly share Profiles to [e-mail]