Sales Training Officer

PJ Lhuillier Group of Companies; Manila; On-site; PHP 558,000 - 781,200; Full time

Job summary

A leading insurance organization seeks a Training Specialist to design and facilitate training programs for insurance agents. The candidate should have 3–5 years of experience in sales training, particularly in insurance or financial services. Responsibilities include developing tailored training programs, conducting in-person and online sessions, and ensuring compliance with industry regulations. Ideal candidates will excel in instructional design and possess strong knowledge of insurance products and adult learning principles.

Qualifications

• 3–5 years in sales training, especially in insurance or financial services.
• Ability to develop and deliver effective training programs.
• Knowledge of adult learning principles and training delivery methods.

Responsibilities

• Develop training programs tailored to insurance agents.
• Ensure compliance with industry regulations and company policies.
• Conduct training sessions for agents, both online and in-person.

Skills

Sales training expertise

Insurance product knowledge

Instructional design skills

Virtual training expertise

Tools

Learning Management Systems (LMS)

E-learning tools

Performance analytics software

Job description

This position is primarily responsible for developing and facilitating training programs to different insurance agents that supports the company.

Qualifications

• Minimum of 3–5 years of experience in sales training, preferably in the insurance or financial services industry.
• Proven track record in developing and delivering sales training programs.
• Strong understanding of insurance products (life, health, general) and regulatory guidelines.
• Skilled in instructional design, adult learning principles, and training delivery (in-person & virtual).
• Proficient in using Learning Management Systems (LMS), e-learning tools, and performance analytics to assess training impact and continuously improve learning outcomes.

Duties And Responsibilities

• Develop training programs and materials tailored to different insurance agents that supports the company.
• Ensures that all training programs comply with industry regulations and company policies.
• Conduct in-person or online training sessions for new and existing insurance agents.
• Provide on-the-job coaching and support to new agents.
• Organizes workshops and seminars on insurance products, sales techniques, customer service, and company standards.
• Creates measures to assess the effectiveness of training programs.
• Keeps an updated record of training activities, including attendance, evaluations, and certifications.
• Prepares reports for management on training effectiveness, agent's performance, and areas for improvement.
• Stays abreast with industry trends, new insurance products, and sales techniques to incorporate in training design.