What the role is?
- Conduct and manage essential licensing training programs, including General Insurance (GI), MPF, and Investment-Linked Assurance Schemes (ILAS), to ensure the team meets all regulatory requirements.
- Design, develop, and update a suite of training materials specifically for the elite team, incuding creating engaging eCPD and CDP modules; developing comprehensive new product training decks and launch kits; modernizing existing content for virtual and in-person delivery.
- Deliver high-impact training sessions on advanced product knowledge, sophisticated sales techniques, and market trends to an experienced audience.
- Act as a key committee member for the ongoing development of our Learning Management System (LMS). Contribute to the system's strategic enhancement, feature integration, and user experience improvement to support digital learning initiatives.
- Engage in cross-functional collaboration, partnering with the leadership of the Elite Life Planner Team and key stakeholders across various departments (such as Product, Compliance, and Marketing) to conduct comprehensive needs analysis, align training initiatives with broader business objectives, and gather feedback for continuous improvement.
- Manage the end-to-end lifecycle of training projects, from concept and design to delivery and evaluation, ensuring timely and high-quality execution.
- Utilize data and feedback to assess the effectiveness of training programs, reporting on their impact and providing recommendations for future development.
What are we looking for?
- Degree holder in Business, Finance, Human Resources, or a related discipline.
- Minimum of 5 years of relevant experience in training and development, specifically within the insurance or financial services industry.
- Good knowledge on a wide range of life insurance products.
- Proven experience conducting licensing training for IIQE Papers (1, 2, 3, 5) and MPF.
- Good at instructional design and developing training content for various formats (e-learning, classroom, virtual).
- Good presentation, facilitation, and communication skills.
- Strong stakeholder management skills, with the ability to partner effectively with senior sales professionals and leaders across different business functions.
- Familiar with Learning Management Systems (LMS) and its platform enhancement and administration.
- Proactive, organized, and detail-oriented Proficient in MS Office (especially PowerPoint and Excel).
- Proficiency in spoken and written Cantonese, English, and Mandarin.
Personal Information Collection Statement
At Chow Tai Fook Life Insurance Company Limited (“the Company”) we respect the privacy of your personal data and are committed to fully complying with the Personal Data (Privacy) Ordinance (“the Ordinance”).
The personal data that we collect and/or hold (whether contained in this application form or otherwise obtained) includes your personal details, contact information, education and training details, employment details, financial details, and information on your social circumstances.
Provision of personal data by you is mandatory for selection purposes. Personal data collected through this application will be used by the Company to assess your suitability to assume the job duties of the position for which you have applied. The Company may not be able to process your application if you fail to provide your personal data.
Applicants not contacted within four weeks after the interview / test may consider their application unsuccessful. The information provided will be kept for 2 years for consideration of other suitable posts.