Job Description
The Advisor Transformation Manager is responsible in building and managing the training curriculum for all Financial Executives and Advisors that will enable them to provide excellent financial advice and exemplary customer service. This role entails content development, instructional design, programs management, and training delivery.The Advisor Transformation Manager is responsible in building and managing the training curriculum for all Financial Executives and Advisors that will enable them to provide excellent financial advice and exemplary customer service. This role entails content development, instructional design, programs management, and training delivery.
Create training curriculum and learning journey for distributors to enable them to effectively utilize the Financial Needs Analysis (FNA), and sell VUL solutions (MyLifeChoice).
Collaborate with other departments and sales management teams on product-related initiatives.
Develop training content that will be implemented in different learning platforms (classroom training, virtual class, and e-learning).
Facilitate learning sessions that will equip distributors with skills and knowledge to enable them to position our VUL products.
Plan, design, implement, and evaluate programs and campaigns that will boost distributor productivity.
Your Profile
Tertiary Education (preferably a degree in commerce)
Registered Financial Consultant is a plus
Writing and communication skills
Presentation and group facilitation
Proficiency in MS Office applications (Word, PowerPoint, and Excel)
Significant experience in training and background in insurance and/or sales
Can quickly adapt and thrive in a fast paced environment
Knowledge of instructional design, content development, and adult learning principles.
About AXA
A global leader in insurance and investments, AXA takes care of 103 million lives in 64 countries worldwide. We actively invest in pioneering and personalized solutions to meet your ever-changing needs and exceed your expectations. In the Philippines, we are in partnership with Metrobank, one of the country's strongest banks.
About the Entity
Established in 1999, AXA Philippines is one of the largest and fastest growing life insurance companies in the country. It offers financial security to more than one million individuals through its group and individual life insurance as well as general insurance products through its subsidiary Charter Ping An.
AXA Philippines is one of the first to introduce bancassurance operations in the country, and is among the pioneers in the investment-linked insurance sector.
AXA now offers a complete range of products for all its customers insurance and financial protection needs, including savings and investments, health plans, income protection, and health coverage and through its general insurance subsidiary Charter Ping An Insurance Corporation: fire, motor car, marine cargo, personal accident, bonds, casualty, and engineering insurance products.
AXA Philippines closed 2017 with P26.4 billion in total premium income and P5.7 billion in gross written premiums from Charter Ping An. Today, AXA has more than 4,000 financial advisers in 36 branches, and 700 financial executives in over 900 Metrobank and PSBank branches nationwide. Charter Ping An, on the other hand, has 22 branches nationwide and 2,007 agents.
AXA Philippines is a joint venture between the AXA Group, headquartered in France, and the Metrobank Group, one of the largest financial conglomerates in the Philippines.
The Metrobank Group is a conglomerate of industry-leading businesses that includes First Metro Investment Corporation, Metrobank Credit Cards, Federal Land, Toyota, and Manila Doctors Hospital. It was hailed Best Bank in the Philippines in 2010, 2011, and 2012 by Euromoney and recognized as the strongest bank in the Philippines by The Asian Banker in 2013. It is owned by the Ty Family whose major business interests include financial services, real estate development, power, and manufacturing.
What We Offer
Please visit for more information.
The Advisor Transformation Manager is responsible in building and managing the training curriculum for all Financial Executives and Advisors that will enable them to provide excellent financial advice and exemplary customer service. This role entails content development, instructional design, programs management, and training delivery.The Advisor Transformation Manager is responsible in building and managing the training curriculum for all Financial Executives and Advisors that will enable them to provide excellent financial advice and exemplary customer service. This role entails content development, instructional design, programs management, and training delivery.
Create training curriculum and learning journey for distributors to enable them to effectively utilize the Financial Needs Analysis (FNA), and sell VUL solutions (MyLifeChoice).
Collaborate with other departments and sales management teams on product-related initiatives.
Develop training content that will be implemented in different learning platforms (classroom training, virtual class, and e-learning).
Facilitate learning sessions that will equip distributors with skills and knowledge to enable them to position our VUL products.
Plan, design, implement, and evaluate programs and campaigns that will boost distributor productivity.
Your Profile
Tertiary Education (preferably a degree in commerce)
Registered Financial Consultant is a plus
Writing and communication skills
Presentation and group facilitation
Proficiency in MS Office applications (Word, PowerPoint, and Excel)
Significant experience in training and background in insurance and/or sales
Can quickly adapt and thrive in a fast paced environment
Knowledge of instructional design, content development, and adult learning principles.
About AXA
A global leader in insurance and investments, AXA takes care of 103 million lives in 64 countries worldwide. We actively invest in pioneering and personalized solutions to meet your ever-changing needs and exceed your expectations. In the Philippines, we are in partnership with Metrobank, one of the country's strongest banks.
About the Entity
Established in 1999, AXA Philippines is one of the largest and fastest growing life insurance companies in the country. It offers financial security to more than one million individuals through its group and individual life insurance as well as general insurance products through its subsidiary Charter Ping An.
AXA Philippines is one of the first to introduce bancassurance operations in the country, and is among the pioneers in the investment-linked insurance sector.
AXA now offers a complete range of products for all its customers insurance and financial protection needs, including savings and investments, health plans, income protection, and health coverage and through its general insurance subsidiary Charter Ping An Insurance Corporation: fire, motor car, marine cargo, personal accident, bonds, casualty, and engineering insurance products.
AXA Philippines closed 2017 with P26.4 billion in total premium income and P5.7 billion in gross written premiums from Charter Ping An. Today, AXA has more than 4,000 financial advisers in 36 branches, and 700 financial executives in over 900 Metrobank and PSBank branches nationwide. Charter Ping An, on the other hand, has 22 branches nationwide and 2,007 agents.
AXA Philippines is a joint venture between the AXA Group, headquartered in France, and the Metrobank Group, one of the largest financial conglomerates in the Philippines.
The Metrobank Group is a conglomerate of industry-leading businesses that includes First Metro Investment Corporation, Metrobank Credit Cards, Federal Land, Toyota, and Manila Doctors Hospital. It was hailed Best Bank in the Philippines in 2010, 2011, and 2012 by Euromoney and recognized as the strongest bank in the Philippines by The Asian Banker in 2013. It is owned by the Ty Family whose major business interests include financial services, real estate development, power, and manufacturing.
What We Offer
Please visit for more information.
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AXA MANDIRI FINANCIAL SERVICES
About the company
AXA MANDIRI FINANCIAL SERVICES jobs
Makati City ,
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