Training Manager - Distribution Training

Tata AIA Life Insurance; Bhopal; On-site; INR 600,000 - 900,000; Part time

Job summary

Tata AIA Life Insurance seeks a Training Manager (Partnership Distribution) to lead training and development across PARTNER branches. You will plan calendars, coach managers, and ensure right selling behavior per company standards, partnering with sales teams for effective training delivery.

The role focuses on building training strategy, delivering skill development, and driving activation and product mix aligned with sales targets.

Qualifications

• Sales experience in life insurance or related field.
• Strong MS Office skills: PowerPoint and Word.
• Life Insurance product knowledge and subject matter expertise.
• Analytical skills to compare life insurance products.
• Knowledge of financial planning and equity markets.
• Experience in team management and mentoring.
• Business planning and performance management capabilities.
• Finance/Insurance industry awareness and prospecting abilities.
• Interviewing and self-management skills.
• Coordination and influencing with internal/external stakeholders.

Responsibilities

• Interact, train & coach PARTNER RM(s) and Insurance Specialists to achieve sales targets and product mix.
• Regularly visit Partner branches to identify training needs and plan trainings.
• Finalize monthly training calendar in agreement with TALIC Partner Sales team.
• Conduct trainings at branches as per calendar or identified needs.
• Train RM(s) to identify life insurance needs and pitch TALIC solutions.
• Build relationships with PARTNER to ensure smooth training transactions.
• Act as single point of contact for all training issues; coordinate licensing training and exams.
• Analyze competition products and TALIC funds; provide insights on strengths.
• Monitor and develop trainer performance; deliver induction and follow-ups to Sales Managers.

Skills

Sales experience in life insurance

MS Office (PowerPoint & Word)

Life insurance product knowledge

Analytical skills

Financial planning knowledge

Team management

Mentoring

Business planning

Performance management

Finance/insurance awareness

Interviewing skills

Self-management

Problem solving

Coordination & influencing

Education

MBA preferred

CFP (AFP) / LUTCF / LOMA qualifications

Job description

A Position Overview

Position Title: Training Manager (Partnership Distribution)

Role Summary: To manage training & development objective of the allotted PARTNER branches/cluster To ensure optimal training coverage to realize desired sales & product mix objective. To plan training calendar and ensure training coverage as per planned calendar & training needs & agreed flavor of the month. To ensure that right selling behavior, sales ethics and right sales practices are embedded through the training imparted in line with company standards and regulations. To closely work with the sales team of both Tata AIA & Partner to formulate training strategy as per need. To ensure delivery of skill, behavioral & sales oriented training.

B Organizational Relationships

Reports To: Zone Training Manager (Partnership Distribution )

Stakeholders Internal: TALIC PARTNER Relationship Sales Team ; Training Planning & Co-ordination Team ; PA Quality & Content team

External: Branch Managers, Relationship Managers, OPS, Acquisition Team & Insurance Specialists of Partner team

C Job Dimensions

Geographic Area Covered: Respective Branches/Cluster of PARTNER

D Key Result Areas

Interact / Train & Coach PARTNER RM s & Insurance Specialists to help them achieve sales targets & desired product mix.

• Visit Partner branches on a regular basis to ensure that training needs are identified & trainings planned accordingly
• Freeze, by month end, in agreement with TALIC Partner Sales team & Partner Insurance Specialists, training calendar for the following months
• Visit branches & Conduct Trainings as per calendar/need/flavor of the month
• Train/Coach RM s on identifying & understanding life insurance needs of clients & pitch appropriate TALIC solutions and support them in joint calls where required.
• Build good relationships & interact informally with PARTNER to ensure smooth flow of business & training transactions.
• Do JFW with partner RM to drive activation & product mix.
• Provide operational support
• Act as a Single Point of Contact for all training related issues Act as a coordinator between between Partner & TPC team of TALIC for licensing training, renewal training, licensing exam fixing and all training administration related work
• Analytics/ Comparisons/MIS & Reporting: Ability to analyze competition products and provide compelling reasons basis these analysis on advantages & strengths of TALIC products vis- -vis market Ability to understand FUND performance reports of TALIC funds and compare with other ULIP funds as per similar asset class and provide compelling reasons on strengths of TALIC funds in various asset classes basis chosen benchmark with that of other funds of similar class. Ability to understand and explain various investment assets class and opportunities and position where life insurance as an investment asset class stands out & fits in. Design and circulate training related MIS/ Training Calendar/ Training Coverage etc. to various stakeholder as required Analyze data cuts on Performance of RM s pre & post training & take corrective action, plan training and coaching basis the same.
• Management of teams & Training of TALIC PARTNER Sales Teams: Monitor & Develop the performance of all allocated trainers Impart training - induction and follow-up trainings to Sales Managers of TALIC managing Partner relationship as per Training Road Map.

E Skills Required

Technical

Sales experience in life insurance or other field Good Knowledge of MS Office; Power-point & Word Life Insurance subject matter expertise Life Insurance Product knowledge

Analytical skills to compare life insurance products

Good understanding of financial products, equity market, portfolio diversification, financial planning knowledge & skills

Team Management skills

Mentoring skills

Business perspective & planning

Performance Management skills

Finance / Insurance industry awareness

Interviewing skills

Self management

Problem solving skills

Peer level co-ordination and influencing skills

Behavioral

F Incumbent Characteristics

Essential

Desired

Qualification Graduation with MBA preferred At least 2 papers of CFP (AFP), preferably a CFP; Insurance Qualification like LUTCF, LOMA Level 1/AIII will be an added advantage

Experience 1. At least 5 years of sales experience 2. Life Insurance Sales Training experience essential 3. Should have exposure to at least 2 years in financial planning and/or financial planning training 1. Experience in handling a Foreign Bank relationship in Sales or Training area