Senior Executive - Bancassurance Learning & Development

About the role

Union Assurance, a leading corporate life insurer backed by John Keells Holdings PLC, is hiring a Senior Executive for its Bancassurance Learning & Development function. The role supports the design, delivery and administration of training for Insurance Relationship Officers (IROs), so that they build stronger product knowledge, sales capability and operational excellence.

Key responsibilities

• Create and update training materials and content for technical, product and sales training for IROs.
• Deliver training sessions on insurance products, services, sales techniques and customer service best practices.
• Carry out training needs analysis and identify learning gaps and development interventions.
• Run the induction programme for new IROs, covering insurance fundamentals, Bancassurance operations, products, services and systems.
• Collaborate with cross-functional teams, coordinate training logistics and schedules with the Training Operations team, and support key training initiatives for IROs and strategic banking partners.
• Support the development and monitoring of training KPIs, maintain learning records, certifications, reports and governance documentation, and help maintain a central repository of training materials.
• Assess learning infrastructure and recommend technologies or initiatives that improve effectiveness and cost efficiency.
• Gather participant and stakeholder feedback to continuously improve programmes and delivery.

Required profile

• Bachelor's degree in Human Resources Management, Business Administration, Education or a related discipline.
• 3 to 5 years of experience in Learning & Development, preferably in insurance or financial services.
• Strong understanding of L&D practices for sales forces, preferably in insurance.
• Excellent communication skills with fluent English and Sinhala; Tamil is an added advantage.

Required skills

• Practical experience in conducting training needs analysis.
• Proficiency in MS Office applications.
• Strong presentation, relationship management, planning and execution skills.