Manulife
Financial Services
BankReferrerTrainer
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Bank Referrer Trainer at Manulife. Skills: Training Program Development, Training Delivery, Bancassurance, Insurance product sales. Designing, implementing, and delivering training programs for bank employees to improve their knowledge and skills in selling insurance products through the bank's channels.. Working closely with bank staff to ensure they are equipped with the necessary tools and information to effectively promote and sell insurance products.”
What You'll Achieve.
Improve bank employees' knowledge and skills in selling insurance products.; Drive the growth and success of the bancassurance business.
Industry & Context.
Willingness to travel to various bank branches for on-site training sessions., Flexibility to conduct training outside of regular business hours if necessary.
What They're Looking For.
Must Have
Graduate of a bachelor’s degree in Business, Finance, Insurance, Education, or a related field., Extensive experience in the insurance industry, particularly in bancassurance., Proven track record of developing and delivering successful training programs., Excellent communication, presentation, and interpersonal skills., Ability to work independently and as part of a team., Organizational and time-management skills., Proficiency in Microsoft Office Suite and experience with e-learning platforms., Willingness to travel to various bank branches for on-site training sessions., Flexibility to conduct training outside of regular business hours if necessary.
Nice to Have
Professional certification in training or insurance (e. g. , LOMA) is a plus.
What You'll Do.
and delivering training programs for bank employees to improve their knowledge and skills in selling insurance products through the bank's channels.
Working closely with bank staff to ensure they are equipped with the necessary tools and information to effectively promote and sell insurance products.
Assist in designing and developing training programs tailored to the needs of bank staff.
Contribute to creating engaging training materials
including presentations
and e-learning modules.
Conduct in-person and virtual training sessions for bank employees.
Facilitate workshops and seminars to enhance employee understanding of insurance products.
Support in conducting training needs assessments to identify knowledge gaps and skill deficiencies among bank staff.
Assist in developing assessment tools and metrics to evaluate the effectiveness of training programs.
Build relationships with bank staff to encourage feedback and continuous improvement.
Ensure training content complies with industry regulations and company policies.
Gather feedback from training participants to enhance future training sessions.
How You'll Work.
Team & Collaboration
Working closely with bank staff; Build relationships with bank staff; Ability to work as part of a team
Communication Scope
Excellent communication, presentation, and interpersonal skills.
Full Job Description
The Bancassurance Trainer is responsible for designing, implementing, and delivering training programs for bank employees to improve their knowledge and skills in selling insurance products through the bank's channels. This role involves working closely with bank staff to ensure they are equipped with the necessary tools and information to effectively promote and sell insurance products, thereby driving the growth and success of the bancassurance business. **Position Responsibilities:** * **Training Program Development:** * Assist in designing and developing training programs tailored to the needs of bank staff. * Contribute to creating engaging training materials, including presentations, manuals, and e-learning modules. * **Training Delivery:** * Conduct in-person and virtual training sessions for bank employees. * Facilitate workshops and seminars to enhance employee understanding of insurance products. * **Needs Assessment:** * Support in conducting training needs assessments to identify knowledge gaps and skill deficiencies among bank staff. * **Performance Evaluation:** * Assist in developing assessment tools and metrics to evaluate the effectiveness of training programs. * **Relationship Building:** * Build relationships with bank staff to encourage feedback and continuous improvement. * **Compliance and Best Practices:** * Ensure training content complies with industry regulations and company policies. * **Continuous Improvement:** * Gather feedback from training participants to enhance future training sessions. **Required Qualifications:** * Graduate of achelor’s degree in Business, Finance, Insurance, Education, or a related field. * Extensive experience in the insurance industry, particularly in bancassurance. * Proven track record of developing and delivering successful training programs. * Excellent communication, presentation, and interpersonal skills. * Ability to work independently and as part of a team. * Strong organizational and time-management sk
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