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The role is responsible for leading the Talent Development function for the Partnership Sales Distribution channel, driving the design, implementation, and continuous enhancement of training and capability-building strategies.

The incumbent will focus on strengthening the performance of Financial Advisors, Sales Leaders, and partner bank channels by improving sales productivity, advisory capability, and customer engagement. The role ensures that training initiatives are closely aligned with business objectives and contribute directly to sales growth and partnership success.

Role & Responsibilities

• Lead the development and execution of training strategies to support Partnership Sales Distribution growth and business targets
• Design and implement structured learning journeys for Financial Advisors, Sales Leaders, and Regional Managers across bancassurance channels
• Drive capability-building initiatives to improve key sales metrics such as productivity, conversion rates, case size, and overall sales performance
• Develop and deliver training programs on financial needs analysis (FNA), needs-based selling, insurance advisory, and customer engagement
• Align training programs with sales campaigns, product launches, and partnership initiatives with partner banks (e.g., KBZ, MOB)
• Conduct training needs analysis in collaboration with business stakeholders to identify capability gaps and prioritize development initiatives
• Establish and drive a strong coaching culture, including structured field coaching frameworks for Sales Leaders and Advisors
• Monitor and evaluate training effectiveness, linking outcomes to business performance, and continuously enhance programs based on insights
• Collaborate with partner bank stakeholders to strengthen referral quality, customer engagement, and bancassurance sales effectiveness
• Partner with Regional/HQ teams to localize and implement global training frameworks and best practices
• Establish governance, tracking, and reporting mechanisms for all training initiatives to ensure accountability and impact
• Lead, develop, and manage the training team to deliver high-quality and consistent programs
• Manage and oversee team budget and resource allocation effectively

• Bachelor’s Degree in Business Administration, Management, or a related field with minimum 7 years of experience in Training, Learning & Development, or similar roles
• Experience in the insurance industry (Life Insurance, Underwriting, New Business); bancassurance exposure is an advantage
• Strong capability in end-to-end training program management, including instructional design and development of training materials
• Solid understanding of adult learning principles with experience in classroom, virtual, and blended learning approaches
• Proven coaching, mentoring, and sales team development skills to drive performance and behavioral change
• Strong business and sales acumen, including knowledge of sales metrics, performance drivers, and needs-based selling frameworks
• Effective stakeholder management, communication, and presentation skills across internal teams and partner organizations
• Strong project management and organizational skills, with experience handling multiple initiatives and large-scale rollouts
• Proficient in Microsoft Office (especially Excel), LMS platforms, CRM tools, and training performance analytics