Non-Life Sales Enablement Lead

BPI MS Insurance Corporation

Makati

On-site

PHP 1,000,000 - 1,800,000

Full time

43 hours ago
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Job summary

BPI MS Insurance Corporation seeks a Sales Management & Development Lead (Training Manager) to design, deliver, and sustain sales capability programs across Retail Bancassurance, Agency, Corporate, Brokers, and Partnerships. You will partner with Distribution Heads, HR Learning & Development, and Product Teams to align training with business goals.

Lead the annual training plan, identify skill gaps, and deliver programs covering sales fundamentals, product mastery, leadership, and digital tools.

Qualifications

  • Bachelor’s degree in Business, Training & Development, Marketing, Insurance, or related field.
  • At least 5 years of experience in sales training, capability development, or sales management—preferably in Non-Life Insurance.
  • Proficient facilitator with experience in both virtual and face-to-face training.
  • Strong background in sales methodologies, customer engagement, and coaching.
  • Experience in curriculum design, instructional design, and learning pathways.
  • Strong communication, presentation, and stakeholder management skills.
  • Familiarity with CRM/lead systems and digital sales tools.
  • Willing to travel for regional training and field coaching.

Responsibilities

  • Develop and execute the annual Sales Training & Capability Development Plan for all Non-Life sales teams.
  • Identify skills gaps and training needs through assessments, performance analysis, and stakeholder feedback.
  • Design training programs covering: Sales fundamentals & consultative selling; Non-life product mastery (Motor, Fire, Casualty, A&H, Travel, SME); Sales management & leadership skills; Activity management and pipeline building; Customer engagement and negotiation; Digital sales tools and systems.
  • Create structured learning pathways for new hires, sales officers, managers, and leaders.
  • Facilitate classroom training, virtual sessions, field coaching, branch roadshows, and blended learning programs.
  • Conduct Train-the-Trainer (TTT) programs for field leaders and subject matter experts.
  • Deliver induction programs for newly hired sales employees.
  • Ensure that training materials are updated, standardized, and aligned with products and regulatory requirements.
  • Conduct joint fieldwork and coaching sessions with sales employees and managers.
  • Observe sales conversations and provide real-time feedback on selling skills and product positioning.
  • Reinforce activity discipline, lead conversion techniques, and sales planning.
  • Partner with Regional Sales Heads and Managers to uplift underperforming areas.
  • Train sales teams on the use of CRM, lead management systems, and digital sales platforms.
  • Standardize sales processes and ensure consistent adoption of tools and templates.
  • Collaborate with IT or Digital Teams to improve user experience and training content for new functionalities.
  • Coaching and performance management
  • KPI monitoring and business planning
  • Team engagement and motivation
  • Leadership communication
  • Support succession planning for key sales leadership positions.
  • Evaluate training effectiveness using Kirkpatrick levels (reaction, learning, behavior, results).
  • Track post-training performance improvements (conversion, productivity, premium growth).Review feedback from participants and managers to continuously refine modules.
  • Maintain training dashboards and submit monthly/quarterly reports.
  • Work closely with Sales Heads, HR-L&D, Product Management, and Marketing to design and deliver relevant content.
  • Support the rollout of sales campaigns, product launches, and new initiatives through capability uplift.
  • Ensure that training supports regulatory compliance and high-quality business standards.

Skills

Facilitation
Sales training
Coaching
Curriculum design
Learning pathways
Stakeholder mgmt
CRM familiarity
Digital tools
Communication

Education

Bachelor’s degree in Business, Training & Development, Marketing, Insurance, or related field

Tools

CRM systems
Lead management tools
Digital sales platforms

Job description

BPI MS Insurance Corporation seeks a Sales Management & Development Lead (Training Manager) to design, deliver, and sustain sales capability programs across Retail Bancassurance, Agency, Corporate, Brokers, and Partnerships. You will partner with Distribution Heads, HR Learning & Development, and Product Teams to align training with business goals.

Lead the annual training plan, identify skill gaps, and deliver programs covering sales fundamentals, product mastery, leadership, and digital tools.

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