Assistant Manager advisor group insurance phpGenepact

Assistant Manager Advisor Group Insurance PHP - INS007397 Trainer / Facilitator Function: Training and Development Location: Alabang, Muntinlupa - Philippines With a startup spirit and 90,000+ curious and courageous minds, we have the expertise to g Assistant Manager Advisor Group Insurance PHP - INS007397 Trainer / Facilitator Function: Training and Development Location: Alabang, Muntinlupa - Philippines With a startup spirit and 90,000+ curious and courageous minds, we have the expertise to go deep with the world's biggest brands-and we have fun doing it. Now, we're calling all you rule-breakers and risk-takers who see the world differently, and are bold enough to reinvent it. Come, transform with us. We are inviting applications for Trainers, for our Investment Brokerage Account Functional Roles & Responsibilities: Execution of end-to-end new hire program Deliver training using contemporary training and assessment methodologies which are in keeping with company standards Drive consistency and best Practice Sharing of Standard Training Practices across all domains, verticals and LOBs Maintain an up-to-date knowledge of all systems, products, and services to up-skill the team continuously Identify and analyze knowledge/skill gaps and performance improvement opportunities and assess relevant training needs for in consultation with Ops Leaders, including assessment methods and measurement systems entailed Is able to review, process and follow up on various brokerage and non-brokerage account requests including account establishment, maintenance and closure, as well as, the movement of assets into and out of the accounts Must become proficient with the following systems: NetExchange Pro, Onyx and FEI (contact management and imaging workflow systems), VISION2020, Transfer Tracking, Microsoft Excel, Word, Outlook and Internet Interact with clearing firm, sponsor companies, and other third party entities on routine brokerage and non-brokerage account processing requests; provide timely updates and statuses in contact management and workflow systems Responsible for all compliance parameters and audit requirements Organize and manage training venues and logistics as required, to achieve efficient training attendance and delivery Recruit, manage and develop direct reports Ensure all Training programs and Content meet the relevant business and statutory policies Monitor and report Performance dashboards, metrics etc. Develop self and maintain knowledge in relevant field Conduct refresher programs to engage agents in continuous learning paths Implement knowledge dissemination program to drive changes and updates Other similar projects or duties as assigned LEADERSHIP, MANAGEMENT, PERSONAL SKILLS, KNOWLEDGE, OR QUALITIES Open and approachable management style Able to inspire and lead others to achieve challenging results Good at networking and building rapport across teams and regions and functions Confident Orator Strong organizational skills TECHNICAL SKILLS, OR KNOWLEDGE Verbally articulate Proficient at MS Office packages: Word, PowerPoint, Excel, Outlook. Numerically and grammatically accurate Ability to create/innovate and run structured/customized Training Programs EXPERIENCE At least 4 years of experience in handling a team in the Training/Quality/Customer Experience function Previous experience of working alongside multiple stakeholders and domains (Insurance, Banking) are an advantage Experience in managing and implementing innovative projects Previous experience in process training and/or quality team will be a plus Knowledge of industry rules and best practices regarding basic brokerage and non-brokerage account operations required Must have effective knowledge of banking regulations Understanding of retirement and trust accounts
Monster

Philippines
Permanent
Full-time