Training Officer

The job is primarily responsible for: ● Training of agents, unit managers and agency staff for IC licensing and product knowledge source; ● Creating incentive programs for agents, unit managers and agency staff to entice productivity. ● Develop relationship management and strategies to promote productivity through agent’s day to day sales activities. ● Conducts monthly agency meetings to assure on-track activities in line with Generali agency sales targets. Responsibilities 1. Training and licensing

• To supervise training of agents, unit managers and agency staff to ensure that they pass the Insurance Commission (IC) licensing exam
• For transferees, act as official mediator between IC and the agent, unit managers and agency staff to transfer IC license to the company.
• Conducts OL and VUL licensing; product knowledge and salesmanship training course to newly licensed Generali agents

• Provide incentive programs for agents, unit managers and agency staff to entice productivity.

• Promotes relationship management with agents and clients.
• Commit to deliver risk management portfolios and services.
• Create, plan and execute sales strategy for agents, unit managers and agency staff to facilitate agency meetings
• Prepares accurate and timely reports as required.

• Undertake other tasks that may be reasonably expected of the role and as maybe necessary to achieve the company’s goals.

• College degree with major in management, business administration or equivalent
• At least 2 years of experience in training individual insurance agents

• Customer Segmentation; Profiling Market ; Customer Research and Analytics Marketing Strategy Data Collection; Interpretation Business Intelligence; Data Analytics Sales Strategy Recognition; Incentives.
• Ability to conduct research (e.g.: Market and customer), to define metrics and develop appropriate analytical models to measure ROI of marketing initiatives, also considering ecosystem dynamics
• Ability to enhance the marketing strategy with all the aspects to reach a broader and more relevant audience
• Ability to identify and collect relevant data, analyze and synthetize them to get insights in order to realize a specific business objective
• Ability to manage enterprise information
• Sales: Ability to design and implement a sales strategy, including target market, ideal customer profile, go-to-market positioning, sales motions, methodology, and channels
• Sales: Ability to design and create recognition and incentive plans for salesforce, including structuring of financial & non-financial incentive schemes
• Accountability Budgeting Management Communication Conceptual Thinking
• Critical Thinking Deploy and Align Develop Strategy Effective presentation
• Develops and maintains budget plans and strategies. Communicates budgetary concerns. Benchmarks best practices.
• Communicates effectively and appropriately.
• Grasps concepts, patterns and underlying issues. Uses past experiences to help identify likely causes and solutions to problems that might otherwise seem to be unique events.
• Ability to identify issues, obtain relevant information, relate and compare data from different sources, and identify alternative solutions;
• Translates company strategies and objectives into concrete performance and improvement goals for the function, department or unit and actively participates in reviews