Head of Training and Professional Development (Insurance Agency and Distributor Training)
Convoy Global Holdings Limited
Wan Chai, Hong Kong, HK

Due to our business expansion, we are looking for high calibre candidates to share our vision and venture our success.

Job Purpose :

Orchestrate the Training and Professional Department, drive overall agency and distributor training strategies and help the business grow through various Training & Professional Development initiatives.

Lead and manage the team members and support their growth.

Responsibilities :

  • Plan departmental / functional training budgets, forecast costs and delegate numbers as required by company planning and budgeting systems.
  • Assess relevant training needs for consultants (insurance agent) individuals and sales teams, in consultation with sales heads, including assessment methods and measurement systems entailed
  • Stay informed as to relevant skill and qualifications levels required by consultants for effective performance, and circulate requirements and relevant information to the consultants as appropriate
  • Design strategy and plans to meet training and development needs, and manage training delivery, measurement and follow-up as necessary.
  • Design training courses and programs necessary to meet training needs, or manage this activity via external providers.
  • Identify, select and manage external training and accreditation bodies, agencies and providers necessary to deliver required training to appropriate standards.
  • Organize training venues, logistics, transport, accommodation as required, to achieve efficient training attendance and delivery.
  • Plan and deliver training courses personally where necessary to compliment that provided externally or internally by others.
  • Arrange for the maintenance of all necessary equipment and materials relating to the effective delivery and measurement of training.
  • Recruit, manage and develop direct-reporting staff
  • Ensure all training activities and materials meet with relevant statutory policies
  • Monitor and report on activities, costs, performance, etc, as required.
  • Requirements :

  • University graduate in Finance, Marketing, Business, Management or relevant discipline.
  • Minimum 15 years relevant experience in financial institutions, experience in designing, developing, and editing professional-level training materials for adults is an advantage.
  • Relevant experience in IFA or insurance industry is a must.

  • FLMI or IIQAS and insurance qualifications would be advantage.
  • Experience in leading a department and delivering training to a range of audiences (lower and higher-level professionals, training of trainers, etc.).
  • Demonstrated understanding of adult learning theory, interactive skill building, and appropriate participatory methodologies for culturally diverse communities and a variety of literacy levels.
  • Demonstrated possession of excellent interpersonal and organizational skills; written and oral communication skills.
  • Demonstrated ability managing complexity and prioritizing multiple tasks.
  • Ability to work productively in highly collaborative settings while also able to function independently.
  • Demonstrated ability to interact professionally with culturally diverse staff, clients, and consultants.
  • Knowledge on investment and insurance products and financial markets.
  • Analytical with excellent problem-solving skill and strategic mindset.
  • Mature, responsible with good communication and interpersonal skills.
  • Good command of written and spoken English, Cantonese and Mandarin.
  • Proficient in MS Office applications.
  • Excellent command of written and spoken English and Chinese.
  • We offer competitive remuneration including career prospects to the right candidate.


    Thank you for reporting this job!

    Your feedback will help us improve the quality of our services.

    通過點擊“持續”,我允許neuvoo同意處理我的數據並向我發送電子郵件提醒,詳見neuvoo的 隱私政策 。我可以隨時撤回我的同意或退訂。