PD Academy Training, Specialist

Create connections that move people and business forward.

About the Role

As a Sales Performance Coach with a focus on Seller Activation, Product Activation, Segment Activation & Campaign Activation, this role involves understanding the product, market trend & customer segmentation. The position requires product launch, post-launch & on-going product marketing & activation support. Additionally, the role includes closely monitor product performance, strategize & launch activation programs and activities to meet KPI.

Roles and Responsibilities:

Key Responsibilities:

• On-going engagement with bank partners to gather product feedback, understand their needs, as well as plan & execute the necessary action to support the product buy-in.
• Provide ideas/inputs pertaining to products, product concepts, market trends for new products & existing product enhancement.
• Plan, design proposition & monitor closely a timely roll-out of the agreed sales tools to support the identified products.
• To analyze product sales performance data in identifying trends and patterns to develop training strategies to improve sales performance.
• Cultivate continuous professional development within the team, department, and AIA Group L&D to ensure quality and consistency.
• Acquire feedback to explore and identify the most effective and innovative training, learning initiatives and projects to ensure PD is industry-leader in respect of professional development and learning experience.
• Manage third-party relationships and contract negotiation with external providers to ensure business objectives are met and enhance the overall learning effectiveness.
• Work closely and collaborate with all other AIA cross functional team (especially PD Business Academy) to outline training improvement for growth for scalability and sustainability of PD.
• Leverage on learning technology through modernizing learning technology landscape and processes to adapt to latest technology trends.
• Provide ongoing support and coaching to reinforce learning in driving continuous improvement in sales performance, along with retention strategies to ensure long-term success.
• Support and Drive All Seller (FEBC, BAM, FEUT, REM, VST and all future available seller) on Activation & Productivity through multiple capacity such as Seminar Selling to Customer, HNW Customer Event, Market Update & Sales Forum and etc closely working with respective Seller internal and external Sales Team.
• Initiate, Drive, Activate & Track current and new product initiation through All Seller working closely with Sales Team, Campaign team and Strategic team.

Stakeholder Management and Collaboration:

• Work closely with the respective Distribution Channel Sales Head (DCSH) on Sales Personnel Performance and comes up with the necessary Knowledge & Skill enhancement, including Coaching, Sales Joint Fieldwork, and other deem necessary.
• Work closely with our Internal Stakeholders and Corporate Partners together with our DCSH to drive business through our Corporate Partners.
• Build effective, collaborative working relationships with both internal and external senior leadership team, channel stakeholders, corporate partners stakeholders, internal and external sales team, AIA Group L&D, local HR teams to understand and continually re-evaluate organizational learning and development needs to ensure trainings are aligned with business needs.
• Proactively engage and manage the positive communication with PBB stakeholders and AIA management team to ensure the success of training initiatives.
• All existing and future project stakeholders that can support the success of all PD sales distribution channel.

Minimum Job Requirements:
Minimum 5 Years in the Financial Industry, specifically in Insurance Product & Sales & Academy Training.

• Agile ways of working, knowledge and experience will be added advantage.
• Actual Sales Experience with Insurance products will be a strong advantage.
• Handling Agency Business and dealing with Agencies will be an added advantage.
• Must have Strong Leadership Management Skill.
• Must be very independent, proactive, resilient and sales result driven.
• Must be mobile as outstation travelling is required and frequently within Klang Valley due to logistic of our Sales Personnel.
• Must be able to Plan, Develop and Train on Training Modules and its Contents together with the team.
• Minimum Degree Holder, any discipline.
• CFP/RFP Certification will be strong advantage.
• Other Trainer's Certification will be a plus point, e.g. 7 Habits, NLP, and others.

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