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Job Description:

Job Summary:

The position is responsible for managing, distribution, and quality execution (design & delivery) of basic and advance training programs to the distribution channels.

The position will handle pre-coding, post-coding, basic to advance, and productivity programs to incoming advisors, rookie to tenured advisors.  He/She will also coordinate directly and work with the different Head Office support groups such as:

Agency Management, Distribution, Underwriting, Claims, New Market Development, Marketing, Distribution and Business Development, Finance, and etc.

Major Accountabilities:

Delivery of Training Courses:

Productivity Programs: Beat Your Best (for 1st time Macaulay Club membership) MDRT Academy (for 1st time Million Dollar Round Table membership) Certified Advisor for Life (for those who have met the required productivity the previous year) Open Classes and Product Rollouts Quarterly Medallion Summit /Macaulay/MDRT

Supervisory Role & Performance Management:

1)Lead and manage a team of Advisor Development supervisors and trainers nationwide through resource & execution planning, performance review, mentoring and coaching, talent development, and staff engagement activities.

2)Ensure professional growth and career development of trainers

3)Mentor trainers to deliver the training courses/modules assigned to them.

Training Needs Analysis

• Coordinate with Instructional Design & Devt, Agency Management and Distribution & Business Development on advance training roadmap & continuing education courses required by agency & other channels.
• Evaluate and roll-out external training programs for advisors (i.e. stand alone courses, designation programs).

Training logistics and records management

Manage logistics such as training calendar & pre-registration; venue, equipment and training materials; training budget; attendance database; post-course evaluation; and others that STD might require to align with basic policies and procedures.

Coordinate/align schedules with Cluster Management’s initiatives: teambuilding/meeting/learning sessions; project/product-related training (Rookie Clinics, H&A, project/new products, PRAXIS/FP sessions; skill-building (drills/role-playing)

Participation in agency activities

Participate in initiatives that support DLD and Sales Department objectives, such as but not limited to:

1) Training events for advisors (e.g. Medallion Summit, Macaulay and MDRT Programs)

2) Alignment of training roadmap, process and tools to agency fundamentals

Preferred Skills:

• Excellent oral and written communication, interpersonal, presentation/platform skills.
• Creative and capable of working under minimal supervision.
• Has active listening skills and embodies passion to learn and train at the same time
• Ability to assess training needs
• Forward-thinking ability and adaptable to changes in terms on training needs/structure
• Proficient in the use of MS Office applications.
• Ability to design and edit infographics, art cards and videos
• Driving skills.
• Willing to travel.

Qualifications:

• College graduate of any Business/Behavioral Science related course.
• With 3-5 years' experience gained as a trainer in a financial, pre-need/life insurance or mutual fund company.
• Has a managerial experience related in the financial services industry

Job Category:

Posting End Date: