Key Responsibilities: 1. Training & Development:

- Conduct structured induction training for newly recruited agents and business associates.
- Conduct pre-licensing training refresher to drive licensing funnel.
- Deliver product, sales, and soft skills training to enhance advisor performance.
- Ensure proper understanding of regulatory guidelines and compliance standards.

2. Onboarding & Engagement:

- Facilitate the smooth onboarding of newly recruited advisors.
- Conduct refresher training sessions to reinforce key learning.
- Support advisors with sales strategies and business development techniques.

3. Performance Support:

- Provide on-the-job coaching and guidance to improve advisor activation.
- Identify training needs based on performance data and feedback from sales teams.
- Conduct role plays, case studies, and practical workshops to enhance selling skills.

4. Branch Collaboration & Reporting:

- Plan training activities for the month in accordance with the reporting manager (RTH).
- Work closely with Area Training Heads and Sales teams to drive training effectiveness.
- Maintain training records, attendance logs, and performance improvement reports.




- Provide insights and recommendations to improve training programs.

Qualifications & Experience:

- Minimum 2 years of sales experience and at least 1 year of training experience in insurance, banking, or financial services. Experience in Agency channel is preferred.
- Freshers can apply if they hold an MBA from a reputed business school.
- Strong understanding of Agency Sales models, Life Insurance products, and Distribution Channels.
- Excellent communication, presentation, and coaching skills. Local language fluency is preferred along with English.
- Ability to manage training programs independently and drive learning culture at the branch level.

Preferred Key Skills & Competencies:

- Proficiency in MS Office (Excel, PowerPoint, Word) for reporting and presentations.
- Ability to engage and motivate learners
- Good understanding of insurance products and sales processes (training will be provided).
- Basic analytical skills to assess training effectiveness.
- Self-motivated and result-oriented approach.
- Solid interpersonal and stakeholder management skills.
- Strong communication and presentation skills.

📌 Area Training Head (Kochi)
🏢 IndiaFirst Life
📍 Kochi