To evaluate the training needs of the Life Insurance business intermediary channels and deliver training where necessary in line with the Company policies and procedures.

• To spearhead the recruitment process of the sales force for both agency and bancassurance.
• To evaluate all Sales training needs analysis and development of training material in OM Life.
• To coordinate on-boarding training of the Sales force, both Agency and Bancassurance.
• To coordinate incentive and motivational training from internal and external resources.
• To manage the development and implementation of the salesforce training programs.
• Coordinate the preparation and registration of Life Insurance agents and Bancassurance Specified Officers for the mandatory Certificate of Proficiency and Certificate in Insurance respectively.
• Provide Career development sessions for existing agents and Bancassurance Specified Officers and conduct induction sessions for new teams.
• Ensure an excellent control environment and compliance with both internal and external regulations.
• Co-ordinate the preparation and registration of life agents and bancassurance specified officers for the mandatory Certificate of Proficiency and Certificate in Insurance to ensure compliance with IRA rules and regulations.
• Develop and implement sales force training programs to ensure that their knowledge is constantly enhanced.
• Train intermediaries appointed to transact Life Insurance business on behalf of Old Mutual Life in order to ensure that they are conversant with the products.
• Participate as a key member of the product development committee that constantly meets to gauge how well the products are doing and how relevant they are to the market.
• Set up and mark product test exams for the sales force at entry level; ensuring that product knowledge of the agents is above industry levels to maintain a competitive advantage.
• Conduct Training Needs Analysis (TNA) for all positions in Life Insurance sales business to ensure that relevant training is given.
• Co-ordinate incentive and motivational training from internal and external resources to ensure continuous learning and development for agents.
• Continuously audit the agent and BSO recruitment process to ensure relevance
• ANTI-MONEY LAUNDERING (AML) EXPECTATION
• The incumbent will be responsible for ensuring adherence to, implementation of, and adoption of Compliance, Anti-Money Laundering (AML), and Sanctions-related policies, procedures, and process requirements within Old Mutual and its subsidiaries. This includes execution of customer due diligence processes, ensuring compliance with Know-Your-Customer (KYC) standards, conducting ongoing and enhanced due diligence, and maintaining data quality. Additionally, the role involves identifying and monitoring potential AML, Sanctions, or Compliance breaches and unusual activities, and escalating these concerns to the Risk and Compliance Office for further action.

Key competencies

The following key behavioural competencies are required to be successful in this role.

• Good interpersonal skills
• Sound training skills.
• Experience in Content Creation
• Excellent Presentation Skills
• Good Conflict Resolution Skills
• High Thinking and Innovation Capacity
• Logistical skills
• Speed and accuracy
• Honesty
• Reliable and dependable

Support and advise on the learning and professional development of the workforce. Implement and execute policies, processes, and training offerings.

Responsibilities

HR Data Analytics and Insights

Support in delivering analyses of HR data and identifying trends to contribute to the creation of HR insights that enable the diagnosis of business issues, enhancement of employee engagement, and/or improvement of business performance.

Learning and Development (L&D) Program Design

Design a technical training or instruction session and develop and maintain relevant high-quality training resources to ensure the achievement of specified learning outcomes.

Learning and Development (L&D) Program Delivery

Deliver short technical training or instruction sessions (or segments of a training course), providing information and guidance to learners to ensure that intended learning outcomes are achieved.

Learning Needs Analysis

Support the identification of learning needs by analyzing performance and competence data to identify gaps in relation to required levels.

Policy Development and Implementation

Provide routine support services to others.

Document Preparation

Prepare moderately complex documents using a variety of applications for technology devices, such as standard office software. Also responsible for gathering and summarizing data for reports.

Information and Business Advice

Resolve complex queries from internal or external customers or suppliers by providing information on policies and/or procedures, referring the most complex issues to others.

Development Center Design and Delivery

Contribute to the creation of development centers; tailor pre-existing exercises and feedback and development planning processes and tools; draft new content as directed; draft documentation; train assessors to engage assessees, facilitate activities, and support individuals in their development planning.

Personal Capability Building

Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching. Develop and maintain an understanding of relevant technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media.

HR Data Management

Carry out a wide range of HR data processing tasks as directed; advise other colleagues and provide guidance on processes when needed.

Skills

Adaptive Thinking, Adaptive Thinking, Analytical Thinking, Bancassurance, Business, Business Performance, Business Problems, Career Development, Company Policies, Competitive Advantages, Computer Literacy, Content Creation, Continued Learning, Customer Due Diligence (CDD), Data Analysis, Data Analytics, Data Compilation, Data Management, Data Processing, Data Quality, Data Query, Design, Digital Literacy, Due Diligence, Educational Program Design {+ 37 more}

Competencies

Communicates Effectively

Develops Talent

Ensures Accountability

Manages Complexity

Persuades

Plans and Aligns

Tech Savvy

Education

Bachelors Degree (B) (Required)