Sales Coach Specialist (BKK & UPC)

About the Role

To develop and manage training sessions for Partnership Distribution (Bank & Non Bank) of Unit Linked, Credit Life and all products; to create and control training materials and contents; and to execute strategic initiatives & drive momentum of sales performance.

Responsibilities

• Perform sales development and coaching for internal Insurance Specialists (IS), including leading and developing product knowledge and need-based financial advising skills.
• Evaluate and assess IS skills in training and in-field performance.
• Support sales team to close large cases as needed.
• Manage license training processes to support Partner or Broker licenses and coordinate license updates in AIA systems.
• Perform sales development and coaching for bank staff (RM, Branch Wealth Officer, sellers): conduct classroom seminars on insurance needs and Unit Linked product knowledge, coach sales process and AIA sales tools, and participate in sales activities to ensure market conduct practice.
• Provide strategies for prospect mining and creating appropriate sales propositions to meet customer needs.
• Set up training modules and conduct training for all bancassurance business-related partners; provide product training for ordinary life, Unit Linked and other products.
• Provide regulator training to comply with Market Conduct and OIC announcements.
• Execute strategic initiatives to drive Unit Linked business growth and enhance seller, partner and customer experience, including marketing events for sales channels and customers to achieve ANP, case count, producer count and other KPIs.
• Manage and plan overall Sales Coach resource allocation, team development and Sales Coach training, and develop training roadmap working with bank stakeholders to ensure timely and effective training delivery.

Qualifications

• University graduate in a related field with at least 5 years’ experience in training as a trainer or seller for Unit Linked Product and ordinary life.
• Mature, well organized with good interpersonal and communication skills.
• IC License preferred; AFPT or CFP is a plus.
• Good command of both written and spoken English.
• Skillful in Microsoft Office applications (MS Word, Excel, PowerPoint, MS Exchange).

Additional Information

• In accordance with AIA (Thailand) recruitment policy, after completing the selection process you are required to undergo a criminal background check before joining. Criminal record information will be retained according to the company's PDPA policy. More information: https://www.aia.co.th/th/about-aia/privacy/candidate