JOB DETAILS:

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