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A leading financial services company is seeking a Product and Sales Trainer to develop and deliver comprehensive training programs for its sales team. The ideal candidate will possess a degree, relevant certifications, and at least 4 years of experience in training within the financial services sector. You will engage with stakeholders to assess training needs, deliver competency-based training, and develop e-learning content to enhance the effectiveness of sales training. Excellent communication skills and proficiency in Microsoft Office are required.
As a Product and Sales Trainer, you will build and strengthen rapport with stakeholders (e.g., Channel Heads, Sales Managers, and Advisers) to appreciate training needs, communicate training standards and expectations, and facilitate the transfer of classroom learning to the workplace.
Design, develop and deliver training programs to meet the training needs of our sales force using different methodologies.
Design competency assessment tools for competency-based learning
Evaluate the overall effectiveness of training interventions
Ensure assigned training programs comply with company/industry requirements through regular reviews and revisions of training material
Develop and deliver ad-hoc training programs and E-Learning modules to support business objectives
Manage and execute all levels of distribution training, which includes new hires induction, sales/soft skills, product and sales advisory process training
Build and strengthen rapport with stakeholders to appreciate training needs, communicate training standards and expectations and facilitate transfer of classroom learning to the workplace
Collaborate with relevant parties from other departments to drive existing and ad-hoc training initiatives to achieve business objectives
Monitor and measure training KPI (Key Performance Indicators)
Maintain professional and technical knowledge by attending professional development workshops, reviewing training-related publications, establishing networks, benchmarking best practices and participating in professional societies
Any other projects or tasks as assigned
You should have the following to be successful in the role:
A degree in any discipline
CMFAS M5, M9, M9A, Certificate in Health Insurance is required.
An Advanced Certificate in Training & Assessment is preferred
Minimum 4 years of training experience in the financial services industry
Experience in developing and delivering the full spectrum of financial planning and sales training programs will be advantageous.
Experienced in selling/training life insurance, health insurance and wealth management solutions, and working with mass affluent or High NetWorth clients
Collaborative individual with strong communication and interpersonal skills
Proficient in Microsoft Office tools (PowerPoint, Word, Excel) and web-authoring tools such as Canva.
Experience using a Learning Management System (LMS) and creating online content with eLearning authoring tools will be an advantage.
Self-motivated, team player and able to manage timelines independently.