Deputy Manager - Agency Training

Date: Oct 30, 2024

Location: Nanded, MH, IN

Company: maxlifeins

 
KEY RESPONSIBILITIES:

 

Conduct training modules for Agent Advisors and ADMs

  • Conducting induction and on-boarding training programs
  • Training on selling skills
  • Training on all MLI Insurance products and processes
  • Training on all MLI Digital tools and Assets
  • All other training programs as outlined in the Agent and ADM learning journey
  • Conducting GID’s and IID’s
  • Conducting PRP and FOD as and when required

 

Conducting training in blended delivery format

  • Delivering training in accordance with the learning journey design and blended delivery format – classroom training and/or virtual trainings
  • Developing facilitation skills and virtual delivery

skills to ensure seamless training delivery across all sessions

 

Administrative

  • Manager-trainer to drive adoption of the digital learning platform across all roles
  • Responsible for driving digital assessments amongst Agents and ADMs
  • Responsible for driving self-learning among Agents and ADMs
  • Responsible for calendarizing and effectively planning all training sessions with the OH / OHs
  • Responsible for delivering all training adhering to the training calendar designed
  • Responsible for driving business performance of all learners
  • Responsible to drive attendance to all training sessions
  • Responsible to capture attendance in TMS/ELM within the stipulated time defined
  • Responsible to coordinate with the OH / OHs in calendarizing all training sessions for an office
  • Responsible to plan travel for training sessions in various locations as required

 

Look after training logistics

  • Schedule training sessions
  • Ensure wider participation of agents in programs
  • Ensure set-up of SMART Classroom is in place before commencing a session

 

Monitor progress of agents on a continuous basis

  • Seek regular feedback from agents, Sales Managers, Partner and Managing Partner
  • Ensure that agents follow moral and ethical standards when dealing with clients
  • Monitor Agent development

 

Update training material

  • Review present training material
  • Scan environment
  • Incorporate feedback from Agents, Customers, SMs, Ps, MPs

Ensure that the agents get updated and continuous information on MLI products

Facilitate self- development of agents

 

MEASURE OF SUCCESS:

 

  • Participant feedback
  • Number of days of training
  • Customer survey rating
  • Pass percentage of agents
  • Digital adoption / adoption of digital learning platform
  • Pass percentage of Agents in IRDA exams
  • Attendance of Agents and employees in training sessions
  • Activating agents month-on-month against the target
  • Compliance on IRDA requirements
  • Monthly Achievement against the target for the agents across multiple performance parameters for agents and AADM
  • Reduction in training cost
  • Awareness level of agents on competition  

 

 

DESIRED QUALIFICATIONS AND EXPERIENCE

 

a.   Graduate in any discipline

b.  At least  2-3 years in sales and 3-4 years in conducting sales training, life insurance domain would be a plus

 

 

KNOWLEDGE / SKILLS / ABILITIES

 

Competency

Level

Result Orientation

5

Working With & Through Others

4

Innovation

5

Customer Centricity

4

Technical Expertise

4

Business Acumen

4

Impact & Influence

4

Communication

4

Role Modelling Core Values

4

Strategic Planning & Execution

4

 

  • Learning ability
  • Logical thinking
  • Must be able to motivate agents
  • Should be self motivated, self starter

 

 

 
KEY RESPONSIBILITIES:

 

Conduct training modules for Agent Advisors and ADMs

  • Conducting induction and on-boarding training programs
  • Training on selling skills
  • Training on all MLI Insurance products and processes
  • Training on all MLI Digital tools and Assets
  • All other training programs as outlined in the Agent and ADM learning journey
  • Conducting GID’s and IID’s
  • Conducting PRP and FOD as and when required

 

Conducting training in blended delivery format

  • Delivering training in accordance with the learning journey design and blended delivery format – classroom training and/or virtual trainings
  • Developing facilitation skills and virtual delivery

skills to ensure seamless training delivery across all sessions

 

Administrative

  • Manager-trainer to drive adoption of the digital learning platform across all roles
  • Responsible for driving digital assessments amongst Agents and ADMs
  • Responsible for driving self-learning among Agents and ADMs
  • Responsible for calendarizing and effectively planning all training sessions with the OH / OHs
  • Responsible for delivering all training adhering to the training calendar designed
  • Responsible for driving business performance of all learners
  • Responsible to drive attendance to all training sessions
  • Responsible to capture attendance in TMS/ELM within the stipulated time defined
  • Responsible to coordinate with the OH / OHs in calendarizing all training sessions for an office
  • Responsible to plan travel for training sessions in various locations as required

 

Look after training logistics

  • Schedule training sessions
  • Ensure wider participation of agents in programs
  • Ensure set-up of SMART Classroom is in place before commencing a session

 

Monitor progress of agents on a continuous basis

  • Seek regular feedback from agents, Sales Managers, Partner and Managing Partner
  • Ensure that agents follow moral and ethical standards when dealing with clients
  • Monitor Agent development

 

Update training material

  • Review present training material
  • Scan environment
  • Incorporate feedback from Agents, Customers, SMs, Ps, MPs

Ensure that the agents get updated and continuous information on MLI products

Facilitate self- development of agents

 

MEASURE OF SUCCESS:

 

  • Participant feedback
  • Number of days of training
  • Customer survey rating
  • Pass percentage of agents
  • Digital adoption / adoption of digital learning platform
  • Pass percentage of Agents in IRDA exams
  • Attendance of Agents and employees in training sessions
  • Activating agents month-on-month against the target
  • Compliance on IRDA requirements
  • Monthly Achievement against the target for the agents across multiple performance parameters for agents and AADM
  • Reduction in training cost
  • Awareness level of agents on competition  

 

 

DESIRED QUALIFICATIONS AND EXPERIENCE

 

a.   Graduate in any discipline

b.  At least  2-3 years in sales and 3-4 years in conducting sales training, life insurance domain would be a plus

 

 

KNOWLEDGE / SKILLS / ABILITIES

 

Competency

Level

Result Orientation

5

Working With & Through Others

4

Innovation

5

Customer Centricity

4

Technical Expertise

4

Business Acumen

4

Impact & Influence

4

Communication

4

Role Modelling Core Values

4

Strategic Planning & Execution

4

 

  • Learning ability
  • Logical thinking
  • Must be able to motivate agents
  • Should be self motivated, self starter