Training Executive - KL

Training Executive - KL

Job Purpose

To identify and analyze training needs and provide training to agents and/or other business customers to ensure legal and licensing compliance.

Key Accountabilities

• Manage the function that provides training to agents and/or other business customers.
• Identify and analyze training needs.
• Design, develop and deliver a wide spectrum of training solutions, including on-line training and webinars.
• Conduct analysis of the effectiveness of training interventions and prepare documentation/presentations on the outcomes of training.
• Work with Underwriting to ensure compliance with underwriting guidelines and audits.
• Work with customers when needed to follow proper licensing procedures.
• Manage the development and distribution of materials/brochures.
• Enhance business through consulting with key customers.
• Ensure the successful completion of projects by maintaining continuing dialogue with business unit sponsors during implementation of major projects.
• Diagnose and develop expert recommendations to solve unique business unit and customer problems.
• Lead complex technical or long-term (over 6 months) business projects to implement new or changed systems, programs or products.
• Investigate, recommend and implement leading edge technical solutions when they meet customer needs.

Business Accountabilities

• Utilize established financial systems to track budgets and highlight variances in order to manage and control specific cost variables.
• Support business case development, and monitor and review work undertaken across a number of small to medium scale projects or a large complex project in order to ensure appropriate use of materials, tools, equipment or resources and adherence to schedules.
• Provide advisory services to colleagues on a daily basis, by being focal point of contact, to ensure adherence to the company's risk and compliance processes.
• Research primary data sources, select relevant information, analyze key themes and trends to provide insights and segmentation and analysis and improvement of sales processes and effectiveness.
• Research best practice and review and analyze detailed business models to support senior management in developing and improving sales and distribution processes and systems.
• Assess complex customer/distributor issues and requests, evaluate their unique needs and apply technical techniques and know-how to recommend a solution.
• Advise senior management to support change through understanding and insight in order to have an impact on local business performance.
• Provide recommendations on activity and resource prioritization for channel development, and influence the design and implementation of standards and programs/campaigns to support business improvement/growth.

Performance Management Accountabilities

• Model behaviors that demonstrate commitment to corporate values.
• Provide input into performance management discussions of project team members.
• Educate team members and business partners on area of technical expertise.
• Provide guidance and support for team members.
• Take action to manage own personal development and encourage others to do the same.

Education & Experience

• Bachelor’s Degree (or equivalent) and 3 or more years of experience in related field.
• Previous experience in the insurance or financial services industry may be advantageous.

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