Talent Development, Specialist/Consultant
On-siteAia, Toscana, Italian Republic
Job Summary
Design and deliver training programmes for Tied Distribution Consultants across classroom, virtual, and e-learning environments to improve productivity and sales effectiveness. Conduct training needs analysis through stakeholder engagement and performance diagnostics to identify capability gaps in protection, wealth accumulation, legacy planning, and High Net Worth segments. Facilitate digital tools training and tactical programmes supporting sales campaigns, while coaching consultants and agency leaders to reinforce learning transfer and address performance gaps. Evaluate learning effectiveness using feedback, behavioural indicators, and sales metrics to measure business impact. Partner with Business Development, Sales Management, and Product teams to advance strategic initiatives.
Required Qualifications
- Minimum 5 years of experience in training, agency development, sales management, or learning & development within the insurance, financial advisory, bancassurance, Life Insurance Group (LIG), or Tied Distribution environment
- Proven experience in designing, developing and delivering product, sales and soft-skills training programmes across classroom, virtual and blended learning environments
- Strong understanding of Agency Distribution/LIG business models, consultant productivity drivers and capability development frameworks
- Experience designing and delivering training programmes for Affluent and/or High Net Worth (HNW) segments, including wealth accumulation, retirement, protection, legacy and succession planning concepts
- Good knowledge of life insurance, wealth management and insurance-based wealth solutions
- Demonstrated ability to conduct training needs analysis and translate business challenges into effective capability-building interventions
- Strong coaching and performance consulting skills, with experience supporting consultants, agency leaders or sales teams to improve productivity and achieve business goals
- Digitally savvy, with experience leveraging learning technologies and digital tools to enhance learning effectiveness
- Strong analytical skills with experience analysing production and sales data to identify capability gaps and evaluate training outcomes
- Excellent facilitation, communication, presentation and stakeholder management skills
- Strong organisational, project management and implementation skills
- Minimum Diploma qualification
- CMFAS Certifications (M5, M9, M9A & HI)
- Prior experience as a Financial Consultant, Agency Leader, Sales Manager, Wealth Planner, HNW Relationship Manager, or Trainer supporting LIG/Agency Distribution
Desired Qualifications
- Degree preferred
- ACTA/ACLP certification preferred
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