Head of Agency Training

Key Skills, Knowledge, Experience and Behavioural Competencies

Academic and Professional Requirements

• Education Bachelor’s Degree Bachelor’s degree in Business, Finance, Insurance, or a related field
  
• Professional Qualification Professional insurance certification (e.g. COP, LOMA, or Diploma in Insurance.
  
• Certified Trainer (e.g., Trainer of Trainers or equivalent)
  

Experience Required:

• Relevant experience 6 years
  

Strategic Responsibilities

• Training Strategy Development: Develop a comprehensive training and development strategy that aligns with the company’s growth objectives in the life insurance sector.
  
• Training Needs Analysis: Identify knowledge and skill gaps through performance data, field assessments, and collaboration with sales leaders.
  
• Business Alignment: Ensure training efforts support strategic sales targets, customer retention goals, and brand positioning.
  
• Talent Development: Implement programs for identifying and developing high-potential Financial Advisors and future leaders.
  
• Industry Research: Stay current on trends in life insurance sales, digital learning tools, and competitor training practices.
  
• Budget Oversight: Manage the training budget, ensuring efficient allocation and return on investment in training activities.
  

Operational Responsibilities

• Curriculum Development: Design targeted training content covering life insurance products, financial planning principles, regulatory guidelines, ethical selling, and customer engagement.
  
• Training Delivery: Facilitate onboarding, technical training, sales coaching, and refresher sessions using diverse delivery methods (in-person, online, blended).
  
• Scheduling & Logistics: Maintain and manage a detailed training calendar; organize venues, materials, and communication with participants.
  
• Field Coaching: Provide on-the-job coaching, role plays, and sales clinics to reinforce skills in real-life scenarios.
  
• Evaluation & Impact Measurement: Track training effectiveness using feedback tools, knowledge assessments, and advisor performance metrics.
  
• Compliance Training: Deliver training on insurance regulations, AML/KYC guidelines, and industry codes of conduct. return on investment in training activities.
  

Governance Responsibilities

• Ensure all training programs comply with the Insurance Regulatory Authority (IRA) requirements and internal company standards.
  
• Maintain accurate training records for audits, certification tracking, and regulatory inspections.
  
• Proactively identify and mitigate training-related compliance risks.
  

Culture & Leadership Responsibilities

• Build and maintain a strong training team and ensure effective succession planning.
  
• Champion a culture of learning, integrity, and customer-centricity across the Agency Force.
  
• Collaborate with Agency Services and Sales departments to drive engagement and recognition of high-performing advisors.
  
• Support individual development planning and personalized learning journeys.
  
• Lead by example, providing transformational leadership that inspires excellence and innovation.