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We currently have 3 Training & Best Practice Consultant vacancies in XXX Financial Solutions.
The primary focus of the role is to provide training and best practice services to Advisers to ensure professional advice is provided to clients.
The successful applicants must be flexible and willing to travel interstate as required, able to build strong relationships and have excellent communication and presentation skills. Intermediate to advanced skills in Word, Excel and PowerPoint is also required. Previous experience in developing policies and procedures, project management and delivery of training material would be highly regarded.
Job Description
Job Title: Training & Best Practice Consultant
Location: Head Office - Melbourne
Reports to:
Training & Best Practice Team Leader
Matrix report to:
Current Classification Level:
Position Number:
Purpose of the role
(brief description of how this role adds value to the organisation)
Provide training and best practice services to business owners and advisers to ensure quality, compliant advice is provided to clients.
Roles reporting directly to this role: Title: Location:
Not Applicable
Job Description Approved by (name): Title: Date:
Key Accountabilities
Financial (What are the key financial outcomes that are to be managed or achieved by this role in relation to income, expenses, loss ratios etc)
Development and implementation of training, procedures and monitoring of best practices so as to reduce costs to the business from customer complaints.
Development and delivery of training and coaching for business owners, advisers, and their staff to improve the quality of advice provided by advisers so as to increase profitability through persistency of policies.
Business Processes (Includes key technical responsibilities)
Development, implementation and facilitation of business owner and adviser training.
Development of assessments to validate competency in business owner and adviser skills and knowledge.
Development of procedures to assist business owners, advisers and their staff to follow best practice and compliance requirements.
Conduct reviews to identify areas for improvement in procedures, business owner/adviser skills and knowledge.
Analyse reports to identify trends and formulate solutions.
Identification and reporting of compliance breaches and assisting with the investigation and resolution of breaches.
Develop and maintain reports and registers as required.
Develop, administer and follow version control procedures.
Customer (what are the key outcomes in relation to external or internal customers)
Develop the skills and knowledge of business owners and advisers to assist them to conduct their business in a compliant manner.
Provide coaching and feedback to business owners and advisers where a need for improvement is identified.
Communicate changes in training, procedures, products, sales advice tools and marketing collaterals for business owners, advisers and their staff,.
Work closely with other head office departments to identify improvements in procedures and training.
People (key areas of focus in relation to management and development of staff or job holder)
Professional development to improve Financial Services Industry knowledge.
Maintain 30 hours of Continual Professional Development (CPD) each year.
As well as any other tasks or responsibilities assigned from time to time by management
Key Relationships
Internal
Name / Name of role Nature, Purpose & Frequency
Training & Best Practice Team Leader Direct manager – daily contact.
Other xxxFS / head office departments Maintain regular contact to keep abreast of legislative and other changes that may impact on AIGFS procedures and training.
External
Name / Name of role Nature, Purpose& Frequency
Business owners and advisers Build relationships over time to assist business owners and advisers with the skills and knowledge to be active, achieve production targets and provide high quality service to clients.
Compliance Requirements of Role
Other :
XXX Minimum Benchmark Compliance Courses
RG 146
公司名字我暂时用xxx代替了!
[ 本帖最后由 短腿小鳄鱼 于 2008-12-5 19:14 编辑 ] |
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