Qualifications

• Bachelors Degree in Business, Finance or related Field
  
• Professional Insurance Certification (e.g COP, LOMA or Diploma in Insurance
  
• Certified Trainer (Trainer of Trainers or Equivalent)
  
• Minimum of 7 years’ experience with 3 years at a supervisory level
  

Key Competencies

• Expertise in Life Insurance Products & Sales Processes
  
• Proficient in Instructional Design and adult learning methodologies
  
• Strong Leadership and Coaching skills
  
• Excellent Presentation and Facilitation capabilities
  
• Analytical with strong Needs Assessment and Performance Evaluation experience
  
• Skilled in Stakeholder Engagement and Communication
  

Strategic Responsibilities

• Develop and execute a comprehensive training strategy for Bancassurance and Sacco Assurance channels aligned to the organization’s growth and distribution objectives.
  
• Translate strategic training priorities into practical, channel-specific training plans for Bancassurance and Sacco Assurance.
  
• Design structured learning pathways for alternative channels to enhance productivity and advisory capability.
  

Training Delivery & Channel Enablement

• Deliver product, sales, and compliance training
  
• Ensure consistent and high-quality training delivery across all alternative channels.
  

Curriculum Implementation & Content Support

• Ensure training content is practical, relevant, and aligned to channel realities
  

Training Coordination & Sales Support

• Conduct field visits, joint sales engagements, and coaching sessions to reinforce training.
  
• Manage the training calendar for Bancassurance and Sacco channels
  

Compliance, Governance & Reporting

• Ensure all training activities and records meet regulatory and audit requirements.
  
• Prepare periodic reports and insights on training impact within alternative channels.
  

Stakeholder Engagement

• Act as a key training contact point for alternative channel stakeholders.
  
• Work closely with Bancassurance partners, Sacco leadership, Sales teams, and Product teams to co-create relevant training interventions.
  

Leadership & Culture Responsibilities

• Champion a strong learning culture across Bancassurance and Sacco channels
  
• Provide coaching and mentorship to trainees and channel stakeholders.
  
• Support talent identification and development within alternative channels.