Position Overview : Position Title :
Role Summary :
To manage training & development objective of the allotted PARTNER branches / clusterTo ensure optimal training coverage to realize desired sales & product mix objectiveTo plan training calendar and ensure training coverage as per planned calendar & training needs & agreed flavor of the monthTo ensure that right selling behavior, sales ethics and right sales practices are embedded through the training imparted in line with company standards and regulationsTo closely work with the sales team of both Tata AIA & Partner to formulate training strategy as per needTo ensure delivery of skill, behavioral & sales-oriented trainingB Organizational Relationships :
Reports To
Regional Training Manager / Zonal Training ManagerC Job Dimensions :
Geographic Area Covered
Respective Branches / Cluster of PARTNERStakeholders Internal
TALIC PARTNER Relationship Sales Team; Training Planning & Co-ordination Team; PA Quality & Content teamExternal
Branch Managers, Relationship Managers, OPS, Acquisition Team & Insurance Specialists of Partner teamD Key Result Areas :
Interact / Train & Coach PARTNER RM's & Insurance Specialists to help them achieve sales targets & desired product mixVisit Partner branches on a regular basis to ensure that training needs are identified & trainings planned accordinglyFreeze, by month end, in agreement with TALIC Partner Sales team & Partner Insurance Specialists, training calendar for the following monthsVisit branches & Conduct Trainings as per calendar / need / flavor of the monthTrain / Coach RM's on identifying & understanding life insurance needs of clients & pitch appropriate TALIC solutions and support them in joint calls where requiredBuild good relationships & interact informally with PARTNER to ensure smooth flow of business & training transactionsDo JFW with partner RM to drive activation & product mixProvide operational supportAct as a Single Point of Contact for all training related issuesAct as a coordinator between Partner & TPC team of TALIC for licensing training, renewal training, licensing exam fixing and all training administration related workAnalytics / Comparisons / MIS & Reporting
Ability to analyze competition products and provide compelling reasons basis these analysis on advantages & strengths of TALIC products vis-a-vis marketAbility to understand FUND performance reports of TALIC funds and compare with other ULIP funds as per similar asset class and provide compelling reasons on strengths of TALIC funds in various asset classes basis chosen benchmark with that of other funds of similar class.Ability to understand and explain various investment assets class and opportunities and position where life insurance as an investment asset class stands out & fits in.Design and circulate training related MIS / Training Calendar / Training Coverage etc. to various stakeholders as requiredAnalyze data cuts on Performance of RM's pre & post training & take corrective action, plan training and coaching basis the sameManagement of teams & Training of TALIC PARTNER Sales Teams
Monitor & Develop the performance of all allocated trainersImpart training - induction and follow-up trainings to Sales Managers of TALIC managing Partner relationship as per Training Road MapE Skills Required : Technical
Sales experience in life insurance or other fieldGood Knowledge of MS Office; Power-point & WordLife Insurance subject matter expertiseLife Insurance Product knowledgeAnalytical skills to compare life insurance productsGood understanding of financial products, equity market, portfolio diversification, financial planning knowledge & skillsTeam Management skillsMentoring skillsBusiness perspective & planningPerformance Management skillsFinance / Insurance industry awarenessInterviewing skillsSelf managementProblem solving skillsPeer level co-ordination and influencing skillsBehavioral
Essential
Desired
Interpersonal skillsCommunication skillsCreative thinking skillsSupervising / Leadership skillsTeamwork SkillsInfluencing skillsRelationship Building skillsDecision making skillsF Incumbent Characteristics
Essential
Desired
Qualification
Graduation with MBA preferredAt least 2 papers of CFP (AFP), preferably a CFP; Insurance Qualification like LUTCF, LOMA Level 1 / AIII will be an added advantageExperience
At least 5 years of sales experienceLife Insurance Sales Training experience essentialShould have exposure to at least 2 years in financial planning and / or financial planning trainingExperience in handling a Foreign Bank relationship in Sales or Training areaSkills Required
Team Management, Sales Experience, Financial Planning, Ms Office, Life Insurance, Product Knowledge