Reporting to the Head of Sales Recruitment & Training with a dotted reporting line to the respective Regional Manager, the job holder will be responsible for ensuring that the Company's Recruitment and Sales training objectives for the Financial Advisor Network in the assigned region are attained through existing and new training programs.
The job holder will also ensure that the Company's production, persistence and recruitment objectives for the Branch Network are attained.
Key responsibilities:
Follow up on recruit leads per manager in the branch – weekly report of number of recruitment leads generated per manager. Recruitment pipeline report.
Follow up on New FA creation – weekly report of number of new FA’s created per manager ready for staff change and pending business for staff change.
Conversion rate report – Monthly report of number of recruits created/trained vs the number successfully staff changed including report on UM’s conducting field training.
Follow up on recruitment leads sent from HQ for FA’s and UM’s – Monthly report of engaged recruits and those successfully interviewed (UM) and invited for training (FA).
New FA Training week monitoring and engagement – Monthly report of new FA training week attendance, Unit manager engagement. RTO will also assist train specific topics.
Segment training on selected topics – RTO will assist train primarily the sales agent segment which is the entry level segment on sales cycle, simple products and processes.
Generate monthly training reports and other managerial reports.
Coordinate COP training for financial advisors to drive compliance and enhance retention.
Compile and maintain a training calendar and ensure all branches adhere to it.
Organize and conduct instructional and motivational presentations in branches, in-house training sessions and financial advisors training seminars.
Enhance use of technology in training, evaluation and certification of the sales force.
Key Performance Measures:
Recruitment target achievement.
Blue Eagles Program segment target achievement – Number of blue eagles per segment.
Successfully rolled out training programs.
New FA Compliance.
Knowledge, experience and qualifications required:
Diploma in a business related field preferred. Bachelor’s Degree will be an added advantage.
1-2 years’ experience in insurance/banking/financial services.
COP compliance is a must requirement.
Professional qualification in Insurance (ACII, FLMI or AIIK) will be an added advantage.
Experience within the Life Agency/Business especially with people management will be an added advantage.
Ability to develop and maintain networking relationships.