Learning Partner

The Learning Partner’s / Learning Partner’s role is to increase the product knowledge, sales & digital capabilities, technical proficiency and leadership capabilities of our distribution representatives, both in agency and bancassurance channels via blended learning delivery - instructor- led face to face training and digital learning activities.

• Develop relevant training curriculum that will lead to an increase in knowledge and skill of our distribution representatives, both in agency and bancassurance, with a focus on digital capabilities.


• Conduct stand-up training and webinars to facilitate product and sales training to sales representatives.


• Implement strategies and initiatives for segmented targets of the agency with the objectives to:


• Increase their sales activities and productivity for new and /or existing reps


• Provide a structured training program in product and sales techniques


• Liaise with relevant training vendors to provide technical proficiency training (e.g. CFP, ChFC, specialized insurance segment skillsets)


• Develop online, blended or classroom learning interventions to boost insurance sales.


• Facilitate coordination in large scale events involving the agency force which may entail liaising with external speakers, vendors, event organizers or venue facilitators


• Implement compulsory training and assessment of newly launched products


• To increase the recruitment of new financial representatives by implementing strategies to increase the pass rate of mandatory pre-contractual examinations  Identify critical performance development & training needs of sales representatives.


• Conduct training for all OCBC retail sales staff


• Takes accountability in considering business and regulatory compliance risks and takes appropriate steps to mitigate the risks.


• Maintain awareness of industry trends on regulatory compliance, emerging threats and technologies to understand risks and better safeguard the company. 


• Highlight any potential concerns/risks and proactively shares risk management practices

• Have proven experience in training delivery, learning & development or employee engagement.


• Strong facilitation, presentation skills, verbal and written communication skills to be able to engage with various audiences.


• Have at least 3-5 years in the financial services industry with experience in sales or sales management, and preferably experience in developing agency leadership skills;


• Have a Degree in business or finance with relevant qualifications in CMFAS Module 5, 8, 8A, 9 and 9A, Health Insurance and General Insurance certification. Professional certifications like CFP or ChFC would be an advantage


• Can lead, drive and motivate sales of life insurance agency distribution


• Have a good understanding of financial related products


• Display a high degree of team spirit and professionalism


• Are proficient in using Microsoft 365 suite of applications (eg. Powerpoint and Excel etc.)


• Have some working knowledge in course authoring softwares (eg. Articulate, iSpring Suite, Adobe Creative Suite) and Learning Management Systems, is an advantage.