Jubilee Insurance was established in August 1937, as the first locally incorporated Insurance Company based in Mombasa in 1937. Jubilee Insurance has spread its sphere of influence throughout the region to become the largest Composite insurer in East Africa, handling Life, Pensions, general and Medical insurance.

Job Ref. No: JAML015

Role Purpose

The role holder will be responsible for overseeing the training and development programs for the Financial Advisors. The role holder plays a critical role in designing, implementing, and evaluating comprehensive training initiatives to equip the financial advisors with the knowledge, skills, and competencies necessary to achieve sales targets and provide exceptional customer service.

Main Responsibilities

Strategy

• Training Strategy Development: Collaborate with senior management and key stakeholders to develop a comprehensive training strategy that supports the organization’s goals, objectives, and long-term vision.
• Needs Analysis and Planning: Conduct thorough training needs assessments to identify knowledge gaps, skill deficiencies, and areas of improvement within the organization. Use the findings to develop strategic training plans that address these needs effectively.
• Alignment with Business Objectives: Ensure that training programs are aligned with the overall business objectives and contribute to the growth and success of the organization. Identify key performance indicators and metrics to measure the impact of training on business outcomes.
• Talent Development and Succession Planning: Work towards identifying high-potential employees and design training programs that nurture their skills and capabilities. Contribute to succession planning efforts by identifying future training needs to develop a pipeline of talent.
• Industry and Market Research: Stay updated on industry trends, best practices, and emerging technologies in training and development. Conduct market research to understand competitors’ training strategies and identify opportunities for improvement and innovation.
• Training Budget Management: Collaborate with finance and budgeting teams to develop and manage the training budget, ensuring optimal utilization of resources while delivering high-quality training programs.

Operational

• Training Program Development: Design and develop training programs, curriculum, and learning materials for financial advisors, covering product knowledge, sales techniques, compliance, and customer service.
• Training Delivery and Facilitation: Conduct training sessions for financial advisors, utilizing a variety of training methodologies and techniques to ensure effective learning and engagement.
• Training Calendar and Logistics Management: Develop and manage a training calendar, schedule training sessions, arrange venues, and coordinate logistics for training programs.
• Performance Coaching and Support: Provide coaching and guidance to financial advisors to enhance their sales skills, product knowledge, and customer service abilities.
• Training Evaluation and Reporting: Assess the effectiveness of training programs through evaluations, feedback mechanisms, and performance assessments. Prepare reports on training activities, outcomes, and recommendations for improvement.
• Compliance and Regulatory Training: Ensure financial advisors are well-informed about regulatory requirements, compliance standards, and ethical practices through comprehensive training programs.

Corporate Governance

• Stay updated with industry best practices to ensure compliance with set standards.
• Adherence to the laws and regulations of Kenya, the policies and regulations within the asset management industry and all internal company policies and procedures.
• Ensure compliance with applicable statutory and regulatory requirements and establishing mitigation measures against emerging business risks.

Culture

• Building the team capabilities and ensuring adequate succession planning within the department
• Fostering a corporate culture that promotes ethical practices and good corporate citizenship while maintaining a conducive work environment.
• Collaborate with cross-functional teams to develop initiatives that promote a positive and inclusive company culture.
• Create personalized development plans that align with your career aspirations and the organization’s objectives.
• Provide the much-needed transformational leadership to meet and surpass the expectations of stakeholders.

Requirements

Key Competencies

• Training and Development Expertise: Strong knowledge and experience in designing, delivering, and evaluating training programs, utilizing instructional design principles and adult learning methodologies.
• Leadership and Team Management: Ability to lead and manage a training team, providing guidance, support, and professional development opportunities.
• Communication and Presentation: Excellent verbal and written communication skills to effectively convey training content, explain complex concepts, and engage learners.
• Relationship Building: Strong interpersonal skills to build rapport and credibility with Financial Advisors, and stakeholders at all levels.
• Analytical Thinking: Ability to analyze training needs, assess performance gaps, and design targeted interventions to address specific skill requirements.

Qualifications

• Bachelor’s degree in Finance, Business or any other related course
• Certified Trainer Qualification

Relevant Experience

• Minimum 5 years’ experience in a similar role.