Training Officer

Location PHILIPPINESSTATE, PHILIPPINES
Experience level Experienced Hire
Job details sector Sales and Distribution

 

Job TitleTraining Officer (Full-time)
Written By (Signature and Date)
Hubert Trinidad and Oliver Mercado
Reports ToTraining Manager
Incumbent (Signature and Date)
Oliver Mercado
Division/DepartmentRetail Distribution
Approved By (Signature and Date)
Ogo Visda
Job Reference 
Approved By (Signature and Date)
 
 
Job Purpose

The Trainer primarily conducts instructor-led or virtual training for distributors, for which he/she coordinates with the existing branch head, unit managers, and with members of the sales management team (SMT) to address the needs of the branch he/she is assigned to support.

The Trainer also conducts JFWs, facilitates assessments, leads presentations (such as Fail Proof) and other activities necessary to promote distributor manpower increase, activation and retention. 

 
Critical Accountabilities
Key Result AreasMajor ActivitiesOutputChallenges and Risks
Training program effectiveness – 60%
 
 
Development and preparation of training
  • Conducts research on current training methods, trends and practices to benchmark from best practices 
  • Designs sales presentation tools, training manuals, sales aids, and other pertinent tools needed by the distribution channels
  • Designs training needs analysis tools and instruments to improve existing programs
  • Conducts workplace assessment to advisors and to determine competencies gained
  • Ensures that 50% of ABC attendees per class/batch (regardless of coding month) achieve sales activation 30-days  after training
  • Ensures that 50% of ABC attendees per class/batch bring at least 1 Fail Proof client within 30-days  after training
 
 
  • The Training Officer needs to address the training requirements of multiple groups of distributors from either or both agency and bank assurance channels. Hence, the focus is spread across these channels and even across branches or regional sales groups, which may prevent the training officer from conducting effective TNAs or conducting follow-up L&D-related activities.
 
Training program delivery – 20%
 
Conduct of training programs and related activities
  • Conducts basic and advanced programs for advisors and managers
  • Assists in training related activities or function of the distribution
  • Provides assistance to advisors and clients in answering their queries or directs them to proper channels.
  • All training mandays are fulfilled/completed (100% utilization), with each class/session having a minimum headcount of 10. Training mandays are for the following - Branch Support Activities, ABC, Strategic Courses and ARA
  • The Training Officer needs to travel to AXA expansion areas to conduct training. He/he needs to prepare the necessary budget for these by coordinating with other departments and parties. The lead time to prepare this budget is slim and hampered by the slow enrollment of participants to warrant a “greenlight” to proceed with the class.
 
Training administration – 20%
 
 
Office Administration
  • Conducts post-training evaluation
  • Prepares reports on turn-out of training and assessment results
  • Assists in the accreditation of new trainers to prepare them in the conduct of training programs
  • Disseminates monthly training schedules to branches/offices to communicate training activities
  • Disseminates training information that will promote business growth
  • Requests and handles budget for the training programs
  • Monitors expenses and materials during trainings
  • Liquidates cash advance made for the training programs within specified turn-around time of the company
  • Attends to internal/external customer inquiry on company profile, product benefits and features, etc.
  • Provides advise to internal customers on procedures and requirements
  • 100% ARA Gradebook submission to branch heads, unit managers, and ADMs:  the batch advisor (trainer who leads Session 1) reports FA's attendance of all ARA sessions, batch activity ratio, case count, case size, and all other qualitative feedback
 
  • The Training Officer needs to travel to AXA expansion areas to conduct training. He/he needs to prepare the necessary budget for these by coordinating with other departments and parties. The lead time to prepare this budget is slim and hampered by the slow enrollment of participants to warrant a “greenlight” to proceed with the class.
 
 
 
 
Key Decisions/Dimensions
DecisionsQuantifiable Data Related to Job
 
  • 50% of ABC attendees per class/batch (regardless of coding month) achieve sales activation 30-days  after training
  • 50% of ABC attendees per class/batch who bring at least 1 Fail Proof client within 30-days  after training
  • Training mandays are fulfilled/completed (100% utilization), with each class/session having a minimum headcount of 10.
  • 100% ARA Gradebook submission to branch heads, unit managers, and ADMs
 
Skills and Knowledge
Educational QualificationsRelevant Experience
Knowledge:
  • Tertiary Education (preferably B.S. Psychology, Business Management/Administration or any business-related course)
 
  • Writing and oral communications skills
  • Presentation, and group facilitation skills
  • Good grasp of Microsoft Office applications particularly MS Word, MS Excel and MS Power Point
  • Significant experience in facilitation and training
  • A sound knowledge of sales training, facilitation and workplace assessment
 
 
Personal Characteristics/BehaviorsOther Requirements
  • A strong understanding of AXA’s desired leadership values and culture.
AXA Management Competencies:
  • Achievement Orientation
  • Business Acumen
  • Building Effective Working Relationships
  • Customer Orientation
  • Teamwork
  • Facilitating Change
  • Leading through Vision and Values
  • Coaching for Results
  • Planning and Organizing
  • People skills: team player
  • Self-starter
  • Works with minimum supervision
 
 

 

 

Job TitleTraining Officer (Full-time)
Written By (Signature and Date)
Hubert Trinidad and Oliver Mercado
Reports ToTraining Manager
Incumbent (Signature and Date)
Oliver Mercado
Division/DepartmentRetail Distribution
Approved By (Signature and Date)
Ogo Visda
Job Reference 
Approved By (Signature and Date)
 
 
Job Purpose

The Trainer primarily conducts instructor-led or virtual training for distributors, for which he/she coordinates with the existing branch head, unit managers, and with members of the sales management team (SMT) to address the needs of the branch he/she is assigned to support.

The Trainer also conducts JFWs, facilitates assessments, leads presentations (such as Fail Proof) and other activities necessary to promote distributor manpower increase, activation and retention. 

 
Critical Accountabilities
Key Result AreasMajor ActivitiesOutputChallenges and Risks
Training program effectiveness – 60%
 
 
Development and preparation of training
  • Conducts research on current training methods, trends and practices to benchmark from best practices 
  • Designs sales presentation tools, training manuals, sales aids, and other pertinent tools needed by the distribution channels
  • Designs training needs analysis tools and instruments to improve existing programs
  • Conducts workplace assessment to advisors and to determine competencies gained
  • Ensures that 50% of ABC attendees per class/batch (regardless of coding month) achieve sales activation 30-days  after training
  • Ensures that 50% of ABC attendees per class/batch bring at least 1 Fail Proof client within 30-days  after training
 
 
  • The Training Officer needs to address the training requirements of multiple groups of distributors from either or both agency and bank assurance channels. Hence, the focus is spread across these channels and even across branches or regional sales groups, which may prevent the training officer from conducting effective TNAs or conducting follow-up L&D-related activities.
 
Training program delivery – 20%
 
Conduct of training programs and related activities
  • Conducts basic and advanced programs for advisors and managers
  • Assists in training related activities or function of the distribution
  • Provides assistance to advisors and clients in answering their queries or directs them to proper channels.
  • All training mandays are fulfilled/completed (100% utilization), with each class/session having a minimum headcount of 10. Training mandays are for the following - Branch Support Activities, ABC, Strategic Courses and ARA
  • The Training Officer needs to travel to AXA expansion areas to conduct training. He/he needs to prepare the necessary budget for these by coordinating with other departments and parties. The lead time to prepare this budget is slim and hampered by the slow enrollment of participants to warrant a “greenlight” to proceed with the class.
 
Training administration – 20%
 
 
Office Administration
  • Conducts post-training evaluation
  • Prepares reports on turn-out of training and assessment results
  • Assists in the accreditation of new trainers to prepare them in the conduct of training programs
  • Disseminates monthly training schedules to branches/offices to communicate training activities
  • Disseminates training information that will promote business growth
  • Requests and handles budget for the training programs
  • Monitors expenses and materials during trainings
  • Liquidates cash advance made for the training programs within specified turn-around time of the company
  • Attends to internal/external customer inquiry on company profile, product benefits and features, etc.
  • Provides advise to internal customers on procedures and requirements
  • 100% ARA Gradebook submission to branch heads, unit managers, and ADMs:  the batch advisor (trainer who leads Session 1) reports FA's attendance of all ARA sessions, batch activity ratio, case count, case size, and all other qualitative feedback
 
  • The Training Officer needs to travel to AXA expansion areas to conduct training. He/he needs to prepare the necessary budget for these by coordinating with other departments and parties. The lead time to prepare this budget is slim and hampered by the slow enrollment of participants to warrant a “greenlight” to proceed with the class.
 
 
 
 
Key Decisions/Dimensions
DecisionsQuantifiable Data Related to Job
 
  • 50% of ABC attendees per class/batch (regardless of coding month) achieve sales activation 30-days  after training
  • 50% of ABC attendees per class/batch who bring at least 1 Fail Proof client within 30-days  after training
  • Training mandays are fulfilled/completed (100% utilization), with each class/session having a minimum headcount of 10.
  • 100% ARA Gradebook submission to branch heads, unit managers, and ADMs
 
Skills and Knowledge
Educational QualificationsRelevant Experience
Knowledge:
  • Tertiary Education (preferably B.S. Psychology, Business Management/Administration or any business-related course)
 
  • Writing and oral communications skills
  • Presentation, and group facilitation skills
  • Good grasp of Microsoft Office applications particularly MS Word, MS Excel and MS Power Point
  • Significant experience in facilitation and training
  • A sound knowledge of sales training, facilitation and workplace assessment
 
 
Personal Characteristics/BehaviorsOther Requirements
  • A strong understanding of AXA’s desired leadership values and culture.
AXA Management Competencies:
  • Achievement Orientation
  • Business Acumen
  • Building Effective Working Relationships
  • Customer Orientation
  • Teamwork
  • Facilitating Change
  • Leading through Vision and Values
  • Coaching for Results
  • Planning and Organizing
  • People skills: team player
  • Self-starter
  • Works with minimum supervision
 
 

A global leader in insurance and investments, AXA takes care of 103 million lives in 64 countries worldwide. We actively invest in pioneering and personalized solutions to meet your ever-changing needs and exceed your expectations. In the Philippines, we are in partnership with Metrobank, one of the country's strongest banks.


Established in 1999, AXA Philippines is one of the largest and fastest growing life insurance companies in the country. It offers financial security to more than one million individuals through its group and individual life insurance as well as general insurance products through its subsidiary Charter Ping An.

AXA Philippines is one of the first to introduce bancassurance operations in the country, and is among the pioneers in the investment-linked insurance sector.

AXA now offers a complete range of products for all its customers’ insurance and financial protection needs, including savings and investments, health plans, income protection, and health coverage; and through its general insurance subsidiary Charter Ping An Insurance Corporation: fire, motor car, marine cargo, personal accident, bonds, casualty, and engineering insurance products.

AXA Philippines closed 2017 with P26.4 billion in total premium income and P5.7 billion in gross written premiums from Charter Ping An. Today, AXA has more than 4,000 financial advisers in 36 branches, and 700 financial executives in over 900 Metrobank and PSBank branches nationwide. Charter Ping An, on the other hand, has 22 branches nationwide and 2,007 agents.

AXA Philippines is a joint venture between the AXA Group, headquartered in France, and the Metrobank Group, one of the largest financial conglomerates in the Philippines.

The Metrobank Group is a conglomerate of industry-leading businesses that includes First Metro Investment Corporation, Metrobank Credit Cards, Federal Land, Toyota, and Manila Doctors Hospital. It was hailed Best Bank in the Philippines in 2010, 2011, and 2012 by Euromoney and recognized as the strongest bank in the Philippines by The Asian Banker in 2013. It is owned by the Ty Family whose major business interests include financial services, real estate development, power, and manufacturing.

Please visit www.axa.com.ph/careers for more information.