Senior Executive - Bancassurance Learning & Development

Senior Executive – Bancassurance Learning and Development

Union Assurance is a leading corporate and one of the fastest growing entities in the Life Insurance industry backed by the strength and stability of John Keells Holdings PLC, Sri Lanka's largest conglomerate.

The Job Role:

The individual will be responsible for supporting the design, delivery, and administration of training initiatives for Insurance Relationship Officers (IROs), ensuring effective learning experiences that enhance product knowledge, sales capabilities, and operational excellence across the Bancassurance channel.

Principal Accountabilities:

• Create and update training materials and content for technical, product, and sales-related training programmes for IROs.
• Deliver training programmes while maintaining optimum quality and effectiveness.
• Conduct training sessions on insurance products, services, sales techniques, and customer service best practices.
• Perform Training Needs Analysis and support the identification of learning gaps and suitable development interventions.
• Execute induction programmes for new IROs, covering insurance fundamentals, Bancassurance operations, products, services, and systems.
• Collaborate with cross-functional teams to ensure consistency and alignment of training initiatives.
• Stay updated on industry trends and learning & development best practices.
• Provide regular feedback on training needs and programme effectiveness.
• Support the delivery of key training initiatives for IROs and strategic banking partners.
• Coordinate training logistics and schedules with the Training Operations team.
• Support the development and monitoring of training KPIs and effectiveness measures.
• Maintain learning records, certifications, reports, and governance-related documentation.
• Assess learning infrastructure and recommend technologies or initiatives that improve learning effectiveness and cost efficiency.
• Assist in maintaining a central repository of training materials and content.
• Gather participant and stakeholder feedback to continuously improve learning programmes and delivery methods.

Qualifications and Experience

• Bachelor’s degree in human resources management, Business Administration, Education, or a related discipline.
• Minimum 03 – 05  years of experience in Learning & Development, preferably within the insurance or financial services industry.
  Strong understanding of learning and development practices for sales forces, preferably within the insurance sector.
• Knowledge and practical experience in conducting Training Needs Analysis
• Strong presentation, relationship management, planning, and execution skills
•  Proficiency in MS Office applications and learning administration activities.
•  Excellent communication skills with fluency in English & Sinhala. Tamil would be added advantage.

The selected candidate for the above position will be entitled to an attractive remuneration package. Applicants who are interested are encouraged to apply on or before 23rd October 2026