RESPONSIBILITIES:
- Responsible for design, development and implementation of an cost effective recruitment plan to achieve the recruitment KPIs on a monthly , quarterly and annual basis
- Ensure monthly new agents licensing and coding targets are achieved and net agents post attrition are as per plan to ensure quality of recruitment . Meet the activation ratio target of new agents in the first 30 , 60 and 90 days
- Design , get approval and launch suitable recruitment activities and initiatives within the budget prescribed to achieve the recruitment targets
- Conceptualise , develop and implement recruitment activities both off line and online to attract agents to join BML
- Responsible for design, development and implementation of a suitable and effective training roadmap and best in class programs for Agency force (DA, FTDA, DAM, BM, GAD) for the first two years to create a professional agency force .
- Devise and implement the first 90 day onboarding plan for new agents to ensure activation, productivity and retention of agents as per agreed benchmarks
- Design , develop and implement the Passport System for agents and leaders as per the training roadmap
- Design , develop and deliver personally effective training and skill enhancement programs for top performing FTDAs / DAMs every quarter
- Analise, report and recommend solutions for improvement in productivity ( activation ratio , case rate , case size ) of Agency force Agency force (DA, FTDA, DAM, BM, GAD) and improve sales force effectiveness from quarter to quarter .
- Design , develop and implement a suitable and effective plan to leverage MDRT platform and achieve target of MDRT qualifiers every year .
- Lead and recommend new ideas and initiatives for improving training content , delivery and effectiveness by continuously reviewing existing training programs and gathering market and industry intelligence and best practices in learning and development of agency sales force in BML
- Pro-actively Work with RDoAs and ADMs to determine the recruitment and training needs of the various audiences and recommend appropriate solutions.
- Gather VOC from RDoAs / ADMs / DAM/BM/GAD/Leaders, DA/FTDA to review recruitment and training programs and make necessary improvements
- Design and implement suitable KPIs for the training teams and implement an effective incentive program for the all Agency Trainer/AT.
- Leverage online and digital tools to design and implement training modules for Agency Force on products, operations, compliance and skill development
- Design , Develop and Implement the training curriculum
- Work closely with the RDoA, ADMs to implement the sales training program for Agency Force.
- Work closely with the RDoA, ADMs to identify specific product & promotional training requirements in line with campaigns or as the business requires.
- Develop key internal and external relationships
- Develop and manage quality relationships with distribution partners, vendors and all stakeholders.
- Develop and maintain relationships with relevant internal departments like HR, IT , DS , Distribution strategy , Audit etc and take advantage of all chances to communicate our long term strategic plans and objectives to best support the Agency Channel.
- Responsible for quality of content and delivery of all recruitment and training programs and ensuring proper record keeping and time sheets of all training programs conducted every month.
- Pro-actively review and improve the recruitment processes and documentation to remain compliant yet competitive in the marketplace
- Pro-actively conduct training needs Assessment and recommend effective solutions to improve sales force effectiveness through use of technology and resources
- Manage the effectiveness of the budget for recruitment and training activities.
- Responsible for recruitment, development and retention of effective, professional and result-oriented Agency trainers/AT and manage performance of the team through suitable and relevant KPIs
- Ensure that all operations and activities undertaken or recruitment and training comply with legal, compliance , audit & regulatory requirements and company’s direction.
- Responsible for “ satisfactory “ audit rating of the agency recruitment and training for both internal and external audit , regulatory and compliance requirements.
- Other tasks and projects assigned by CDO from time to time
REQUIREMENTS:
- At least 10 years of experience in agency development inlcuding and not limited to agency recruitment , onboarding , Agency Training / Sales training /Direct Sales advance or Sales support experience within the insurance or other financial services industries.
- At least 5 years of insurance Agency training experience within the insurance or other financial services industries. Bancassurance training experience is a preference
- Demonstrable evidence of the ability to design, arrange and deliver agent recruitment and training programs
- Possess strategic thinking , relationship management and change management skills
- Strong time management capabilities and TATs on tasks and projects
- Pro-active , Strong analytical , problem solving skills
- Demonstrable commitment in delivering exceptional customer service and customer experience
- Strong verbal and written communication & interpersonal skills
- Strong relationship and negotiation skills to manage external vendors and Internal stakeholders
- Strong leadership skills - able to lead, inspire, motivate and develop the support team to deliver business performance
- Excellent judgment and decision-making skills – able to make business-aligned and timely decisions
- University Degree or higher
- Highly flexible and adaptable to a demanding role in a start-up environment
- Good English communication – written and verbal
- Advanced Power point / Excel and Project Management