Assistant Manager - Agency Training & Development

POSITION SUMMARY

The Assistant Manager is responsible for supporting the development and ensure the delivery of professional training programs in support of the Agency and authorized intermediaries to meet the company’s business objectives.

The role supports the business via training and development by working closely with internal and external stakeholders. This role will also bridge the gap between regulatory compliance, sales capabilities, leadership standards, and product knowledge transfer.

ESSENTIAL FUNCTIONS

1. Training Delivery and Onboarding

• Guide new recruits through mandatory regulatory licensing exams and conduct initial agency onboarding processes.
• Maintain accurate records of agent training attendance, certification status, examination readiness, and CPD hours for regulatory reporting.
• Ensure initial onboarding, training requirements and compliance workflows adhere strictly to regulatory requirements.

2. Sales Methodologies & Product Knowledge

• Execute the sales training needs with stakeholders involved, aligned with business goals.
• Deliver technical training on financial products covering wealth management, investment and financial planning concepts, sales and relationship management skills.
• Collaborate with business development team, product development, compliance teams and any related parties to translate complex financial instruments into digestible, high-impact training modules, sales aids, and quick-reference toolkits.

3. Digital Enablement

• Train and upskill the agency force on utilizing corporate digital tools, point-of-sale (POS) apps, virtual learning platforms, and CRM systems to streamline sales and submission workflows.
• Assist agents in troubleshooting digital submission portals in creating a pleasant sales submission environment.

4. Stakeholder Management & Communications

• Act as the central point of contact between the company, stakeholders, authorities regarding training and development matters.
• To undertake any other duties and responsibilities requested by the Management as and when required.

PERSON SPECIFICATIONS:

Education:

• Bachelor's degree in finance, Banking, Business Administration, Marketing or a related field.
• Professional certifications such as TBE, PCE, CEILI, IRFP/RFP or CFP will be an added advantage.

Experience:

• Minimum of 3 to 5 years of working experience in the related field.
• Experience in training, agency development, sales development or financial services is preferred.

Knowledge, Skills & Abilities (KSA):

• Minimum 3-5 year’s experience in financial Industry with sound knowledge and understanding of Financial services, wide experience in agency/ non-agency.
• Preferably with strong understanding in wealth management, banking, insurance/ Takaful or asset management.
• Ability to do sales presentations, coaching, and people skills development.
• Possess own transport and be willing to travel as required.