Training Officer Bancassurance

Old Mutual Uganda is seeking a Training Officer Bancassurance to evaluate the training needs of the Life Insurance business intermediary channels and deliver training where necessary in line with the Company policies and procedures.

ANTI-MONEY LAUNDERING (AML) EXPECTATION

The incumbent will be responsible for ensuring adherence to, implementation of, and adoption of Compliance, Anti-Money Laundering (AML), and Sanctions-related policies, procedures, and process requirements within Old Mutual and its subsidiaries. This includes execution of customer due diligence processes, ensuring compliance with Know-Your-Customer (KYC) standards, conducting ongoing and enhanced due diligence, and maintaining data quality. Additionally, the role involves identifying and monitoring potential AML, Sanctions, or Compliance breaches and unusual activities, and escalating these concerns to the Risk and Compliance Office for further action.

• Evaluate all Sales training needs analysis and develop training material in Old Mutual Life.

• Coordinate onboarding training of the Sales force, both Agency and Bancassurance.

• Coordinate incentive and motivational training from internal and external resources.

• Manage the development and implementation of salesforce training programs.

• Coordinate the preparation and registration of Life Insurance agents and Bancassurance Specified Officers for the mandatory Certificate of Proficiency and Certificate in Insurance respectively.

• Provide Career development sessions for existing agents and Bancassurance Specified Officers and conduct induction sessions for new teams.

• Ensure an excellent control environment and compliance with both internal and external regulations.

• Co-ordinate the preparation and registration of life agents and bancassurance specified officers for the mandatory Certificate of Proficiency and Certificate in Insurance to ensure compliance with IRA rules and regulations.

• Develop and implement sales force training programs to ensure that their knowledge is constantly enhanced.

• Train intermediaries appointed to transact Life Insurance business on behalf of Old Mutual Life in order to ensure that they are conversant with the products.

• Participate as a key member of the product development committee that constantly meets to gauge how well the products are doing and how relevant they are to the market.

• Set up and mark product test exams for the sales force at entry level; ensuring that product knowledge of the agents is above industry levels to maintain a competitive advantage.

• Conduct Training Needs Analysis (TNA) for all positions in Life Insurance sales business to ensure that relevant training is given.

• Co-ordinate incentive and motivational training from internal and external resources to ensure continuous learning and development for agents.

• Continuously audit the agent and BSO recruitment process to ensure relevance.

• Support and advise on the learning and professional development of the workforce. Implement and execute policies, processes, and training offerings.

• Support in delivering analyses of HR data and identifying trends to contribute to the creation of HR insights that enable the diagnosis of business issues, enhancement of employee engagement, and improvement of business performance.

• Design technical training or instruction sessions and develop and maintain relevant high-quality training resources to ensure achievement of specified learning outcomes.

• Deliver short technical training or instruction sessions, providing information and guidance to learners to ensure that intended learning outcomes are achieved.

• Support the identification of learning needs by analyzing performance and competence data to identify gaps in relation to required levels.

• Provide routine support services to others in policy development and implementation.

• Prepare moderately complex documents using a variety of applications for technology devices, and gather and summarize data for reports.

• Resolve complex queries from internal or external customers or suppliers by providing information on policies and procedures, referring complex issues to others.

• Contribute to the creation of development centers, tailor pre-existing exercises and feedback and development planning tools, draft new content, and train assessors to engage and support participants.

• Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching.

• Develop and maintain an understanding of relevant technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media.

• Carry out a wide range of HR data processing tasks as directed, advise colleagues, and provide guidance on processes when needed.

• Bachelor’s Degree (Required)

• Good interpersonal skills

• Sound training skills

• Experience in content creation

• Excellent presentation skills

• Good conflict resolution skills

• High thinking and innovation capacity

• Logistical skills

• Speed and accuracy

• Honesty, reliability, and dependability

• Adaptive Thinking

• Analytical Thinking

• Bancassurance knowledge

• Business performance and problem-solving skills

• Career development experience

• Understanding of company policies and competitive advantage principles

• Computer literacy and digital proficiency

• Customer Due Diligence (CDD) knowledge

• Data analysis, compilation, management, processing, and quality control skills

• Educational program design and implementation

• Continued learning and personal development mindset

• Ability to communicate effectively, develop talent, ensure accountability, manage complexity, persuade others, plan and align tasks, and apply technology effectively