Roles and Responsibilities:

• Liaise with other departments, partner and external parties on training arrangement – development, logistic and coordination.
• Independently manage the relationship building and negotiation with channel heads and sales heads of partners.
• Design, develop, implement, and maintain programs by specifying training objectives, content, activities and methods in program design/plan to meet with the identified training needs supporting partners and channels
• Identify the extent of a program's impact on participants and maintain follow-up on their applications after the program
• Review course evaluation for further enhancement or improvement
• Participate in the development of long-term plans, training structure, organization, policies, programs, services and practices in order to accomplish the training mission
• Conduct analysis on information/data/resources relating to section’s training activities, and report findings in regular reports
• Prepare regular reports on training activities to management according to the guidelines given
• Execute and deliver quality and effective training to different target participants
• Maintain the training library / record  / file management
• Liaise with HKCAAVQ on course accreditation logistics and post approval reporting issue
• Participate in new business initiatives / project arising from the department’s strategic/operational business plan. Act as the subject matter expert in driving new training initiatives to support different channels
• Plan ahead on resources needed to accommodate the activities of each functional section and able to set priorities by minimizing resources with maximum output
• Perform other responsibilities and duties periodically assigned by the Supervisor in order to meet business requirements

Minimum Job Requirements:

• University graduate with minimum of 8 years of relevant working experience in insurance / bancassurance T&D function, managerial exposure is preferred
• Good training sense in terms of course development, design and evaluation
• Experience in building e-learning platform is a plus
• Good presentation, communications, and facilitation skills
• Professional qualification such as CFP would be an advantage
• Proficient in written & spoken English and Chinese
• PC skills in some office operating software, like PowerPoint, Excel and Chinese word processing
• Good coordination skills
• Proactive, mature, initiative, customer service oriented, willing and able to learn, team player, trustworthy
• Required to be licensed if the job involves regulated activities