Assistant Manager - Agency Training & Development

MAA Group Berhad; Kuala Lumpur; On-site; MYR 90,000 - 180,000; Full time

Job summary

MAA Group Berhad is seeking an Assistant Manager to support development and delivery of professional training programs for the Agency and authorized intermediaries, aligning with regulatory and business objectives.

You will coordinate onboarding, track CPD hours, and translate complex financial concepts into practical training, while collaborating with regulatory, sales, leadership, and product teams. Travel may be required and a bachelor’s degree with relevant certifications is preferred.

Qualifications

• Bachelor's degree in finance, banking, business administration, marketing or related field.
• Professional certifications such as TBE, PCE, CEILI, IRFP/RFP or CFP are advantageous.
• 3–5 years in training, agency development, sales development or financial services.
• Experience in wealth management, banking, insurance/Takaful or asset management preferred.
• Ability to deliver coaching, presentations and people skills development.

Responsibilities

• Deliver training and onboarding, ensuring regulatory licensing exams and onboarding processes.
• Coordinate training records, attendance, certification status, CPD hours and regulatory reporting.
• Collaborate with stakeholders to translate complex financial instruments into digestible training modules and sales aids.

Skills

Stakeholder management

Sales development

Coaching

People skills

Training delivery

Regulatory compliance

Education

Bachelor's degree in finance, Banking, Business Administration, Marketing or a related field

Professional certifications such as TBE, PCE, CEILI, IRFP/RFP or CFP

Tools

CRM systems

POS apps

LMS platforms

Job description

Jora Malaysia will close on 9th September 2026. Thank you for being with us, we are cheering you on as you continue your career journey.

The Assistant Manager is responsible for supporting the development and ensure the delivery of professional training programs in support of the Agency and authorized intermediaries to meet the company’s business objectives.

The role supports the business via training and development by working closely with internal and external stakeholders. This role will also bridge the gap between regulatory compliance, sales capabilities, leadership standards, and product knowledge transfer.

ESSENTIAL FUNCTIONS

• Training Delivery and Onboarding Guide new recruits through mandatory regulatory licensing exams and conduct initial agency onboarding processes. Maintain accurate records of agent training attendance, certification status, examination readiness, and CPD hours for regulatory reporting. Ensure initial onboarding, training requirements and compliance workflows adhere strictly to regulatory requirements. Execute the sales training needs with stakeholders involved, aligned with business goals. Deliver technical training on financial products covering wealth management, investment and financial planning concepts, sales and relationship management skills. Collaborate with business development team, product development, compliance teams and any related parties to translate complex financial instruments into digestible, high-impact training modules, sales aids, and quick-reference toolkits. Train and upskill the agency force on utilizing corporate digital tools, point-of-sale (POS) apps, virtual learning platforms, and CRM systems to streamline sales and submission workflows. Assist agents in troubleshooting digital submission portals in creating a pleasant sales submission environment.
• Stakeholder Management & Communications Act as the central point of contact between the company, stakeholders, authorities regarding training and development matters. To undertake any other duties and responsibilities requested by the Management as and when required.

PERSON SPECIFICATIONS:

Education:

Bachelor's degree in finance, Banking, Business Administration, Marketing or a related field.

Professional certifications such as TBE, PCE, CEILI, IRFP/RFP or CFP will be an added advantage.

Experience:

Minimum of 3 to 5 years of working experience in the related field.

Experience in training, agency development, sales development or financial services is preferred.

Minimum 3-5 year’s experience in financial Industry with sound knowledge and understanding of Financial services, wide experience in agency/ non-agency.

Preferably with strong understanding in wealth management, banking, insurance/ Takaful or asset management.

Ability to do sales presentations, coaching, and people skills development.

Possess own transport and be willing to travel as required.