Competency Trainer (PIAS)

Job description

PURPOSE OF THE ROLE

Analyse Training Needs

·  Conduct training needs analysis w.r.t. regulatory & compliance requirements for new and existing PIAS Representatives

Design & Develop Training Programmes

·  Establish the learning needs of the new and existing PIAS Representatives.
·  Revamp current regulatory training contents
·  Develop a training modules on regulatory & compliance with specific learning objectives & outcomes for PIAS Representatives
·  Create training contents and assessments that relate directly to the learning objectives & outcomes
·  Develop training contents and assessments suitable for face-to-face and e-learning training delivery

Training Effectiveness

·  Adopt relevant post-training evaluation methodologies to evaluate the respective training modules effectively
·  Design & develop post-training follow-up & follow-through
·  Explore & create use of modern technologies to efficiently measure training effectiveness

Scope of Competency Training & related matters

·  Monthly mandatory training programs for new candidates/newly on-board representatives
·  FAIR – Balanced Scorecard
·  Financial Advisory Process – the entire fact-finding, needs analysis, basis of recommendation
·  Market Conduct in the financial advisory process – Roadshow, Door-to-Door, Tele-prospecting, Street canvassing, etc
·  Review & update of PIAS Training & Competency Plan
·  Any other MAS regulatory requirements & PIAS internal policies

Sales Quality Consultative Clinic

·  Conduct Sales Quality Consultative Clinic at PIAS Representatives’ branches to
·  improve Representative’s BSC Grade
·  clarify any BSC related enquiries

Ad-hoc

·  Any other ad-hoc as required by the manager

QUALIFICATIONS & WORK EXPERIENCE

·  Minimum Diploma/Degree
·  Need to have relevant Insurance certificates
·  Competency in all other MS programs
·  Preferred 2-5 years' experience in financial advisory competency and/or sales quality in the insurance industry
·  Good attendance and arrives to work on time
·  Accepts responsibility
·  Consideration and respect for other staff members work requirements
·  Uses initiative to add value
·  Identifies problems and provides practical solutions
·  Accuracy and an eye for detail
·  Strong ability to meet strict deadlines
·  Passionate about training delivery & adult learning

ADDITIONAL REQUIREMENTS

·  Intermediate to high level of computer skills
·  Cultural fit with corporate organisation
·  Results oriented
·  Excellent communication skills
·  Strong team player