Head of Agency Training

PURPOSE:

• Reporting to the Head – Life Operations, the Head of Agency Training will be responsible for leading the design, implementation, and continuous improvement of training programs for Financial Advisors at CIC Life Assurance. This role ensures that Financial Advisors are thoroughly equipped with the technical knowledge, product proficiency, sales capabilities, and regulatory awareness required to effectively offer life insurance solutions and deliver superior customer service. The role also supports talent development, succession planning, and the building of a high-performance sales culture.

PRIMARY RESPONSIBILITIES:

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.

 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