Learning and Development Officer

COL Financial Group, Inc.; Pasig; On-site; PHP 300,000 - 700,000; Full time

Job summary

COL Financial Group, Inc. seeks a Training Specialist to design and deliver onboarding, product knowledge, compliance, licensing, and sales training for our teams in Metro Manila.

You will develop materials, deliver in-person and virtual sessions, assess training effectiveness, and coordinate webinars and related events, while collaborating with Compliance, Marketing, Sales and Operations to ensure content alignment.

Qualifications

• Bachelor’s degree in Psychology, HRM, OD, BA or related field.
• 2–5 years in instructional design or training delivery is an advantage.
• Certifications such as CUSP, CIS, or CSR preferred but not required.
• Excellent verbal and written communication with strong facilitation and presentation abilities.
• Organized, reliable, and results-oriented.
• Proficient in MS Office; familiarity with basic graphic design/presentation tools is a plus.
• Initiative, professionalism, and a genuine interest in enabling the success of others.

Responsibilities

• Plan and execute training programs covering onboarding, product knowledge, compliance, licensing, and sales.
• Develop and maintain training materials and learning tools.
• Deliver trainings in-person and virtually.
• Evaluate training effectiveness via feedback and assessment tools.
• Collaborate with compliance, marketing, sales and operations to align content.
• Apply graphic design to training materials for clarity and engagement.
• Maintain accurate training records for monitoring and reporting.
• Coordinate and run webinars, learning sessions and events.
• Continuously improve programs based on feedback and performance outcomes.
• Perform other related tasks as required.

Skills

Training program design

Delivery & facilitation

Assessment & evaluation

Graphic design basics

Education

Psychology degree

Human Resource Management degree

Organizational Development degree

Business Administration degree

Tools

MS Office

Graphic design tools

Job description

Responsibilities:

• Plans and executes training programs covering agent on boarding, product knowledge, compliance, licensing, and sales techniques
• Develops and maintains training materials, presentations, and other learning tools
• Delivers training sessions through both in-person and virtual formats
• Evaluates training effectiveness through feedback, performance tracking, and assessment tools
• Collaborates with compliance, marketing, sales and operations teams to ensure alignment of training content
• Applies graphic design skills to enhance training materials for clarity and engagement
• Maintains accurate training records for monitoring and reporting purposes
• Supports the coordination and execution of webinars, learning sessions, ad related events
• Continuously improves training programs based on feedback and performance outcomes
• Performs other related tasks as required

Qualifications:

• Bachelor’s degree in Psychology, Human Resource Management, Organizational Development, Business Administration, or any related field
• At least 2–5 years of experience in instructional design or training delivery is an advantage
• Relevant certifications such as CUSP, CIS, or CSR are preferred but not required
• Excellent verbal and written communication skills, with strong facilitation and presentation abilities
• Organized, reliable, and results-oriented
• Proficient in MS Office (Word, Excel, PowerPoint); familiarity with basic graphic design or presentation tools is a plus
• Must demonstrate initiative, professionalism, and a genuine interest in enabling the success of others