Bank Referrer Training Lead
Bank Referrer Training Lead
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Salary Not Disclosed
1 Vacancy
Job Description
The Bank Referrer Training Lead is responsible for designing implementing and delivering training programs for bank employees to improve their knowledge and skills in selling insurance products through the banks channels. This role involves working closely with bank staff to ensure they are equipped with the necessary tools and information to effectively promote and sell insurance products thereby driving the growth and success of the bancassurance business
Position Responsibilities:
- Design and develop comprehensive training programs tailored to the needs of bank staff.
- Create engaging training materials including presentations manuals and e-learning modules.
- Update training content regularly to reflect changes in products regulations and market conditions.
- Act as the team lead for the bank referrer training team providing guidance support and mentorship to trainers.
Coordinate team efforts to ensure training programs are delivered effectively and meet quality standards.
- Conduct in-person and virtual training sessions for bank employees.
- Facilitate workshops seminars and on-the-job training to enhance employee understanding of insurance products.
- Use interactive training methods to engage participants and ensure knowledge retention.
- Conduct training needs assessments to identify knowledge gaps and skill deficiencies among bank staff.
- Collaborate with bank managers and team leaders to determine specific training requirements.
- Develop assessment tools and metrics to evaluate the effectiveness of training programs.
- Monitor and report on training outcomes employee performance and the impact on sales.
- Build strong relationships with bank staff to encourage an open feedback loop and continuous improvement.
- Work closely with cross-functional teams to align training initiatives with company goals.
- Ensure all training content complies with industry regulations and company policies.
- Stay updated on best practices in bancassurance and incorporate them into the training programs.
- Gather feedback from training participants and use it to enhance future training sessions.
- Stay informed about trends in bancassurance and incorporate innovative training techniques.
Required Qualifications
- Bachelors degree in Business Finance Insurance Education or a related field.
- Extensive experience in the insurance industry particularly in bancassurance.
- Proven track record of developing and delivering successful training programs.
- Excellent communication presentation and interpersonal skills.
- Ability to work independently and as part of a team.
- Strong organizational and time-management skills.
- Proficiency in Microsoft Office Suite and experience with e-learning platforms.
- Willingness to travel to various bank branches for on-site training sessions.
- Flexibility to conduct training outside of regular business hours if necessary.
Preferred Qualification/s
Professional certification in training or insurance (e.g. LOMA) is a plus.
When you join our team:
Well empower you to learn and grow the career you want.
Well recognize and support you in a flexible environment where well-being and inclusion are more than just words.
As part of our global team well support you in shaping the future you want to see.
About Manulife and John Hancock
Manulife Financial Corporation is a leading international financial services provider helping people make their decisions easier and lives better. To learn more about us visit is an Equal Opportunity Employer
At Manulife/John Hancock we embrace our diversity. We strive to attract develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment retention advancement and compensation and we administer all of our practices and programs without discrimination on the basis of race ancestry place of origin colour ethnic origin citizenship religion or religious beliefs creed sex (including pregnancy and pregnancy-related conditions) sexual orientation genetic characteristics veteran status gender identity gender expression age marital status family status disability or any other ground protected by applicable law.
It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process contact .
Working Arrangement
Employment Type
Full-Time
