Sales Training and Development Specialist

The Training Officer is primarily responsible to boost performance of sales force; increase branch support thru appropriate training programs designed for In-Branch sales; Head Office employees and the Bank.

  • Conducts 15-Day Basic Training Program (BTP) each month for new Bancassurance Sales Executives (BSE). – 40 hrs
  • Conduct Product briefing to bank personnel (average of 4 sessions per week) – 16 hrs
  • Facilitate RP Workshops to BPI Branches ( average of 4 session per week) – 16 hrs
  • Conduct of advanced training programs to enhance sales productivity (Area Meetings; Boot Camps, Sales Clinics; etc.) – 16 hrs
  • Designs advanced modules and tools for In-Branch sales; BPI and Head office employees – 20 hrs
  • Develop and enhance basic and advanced training manuals and tools. -20 hrs
  • Attend to queries from BSEs; BAMs; BDMs – 10 hrs
  • Monitors performance of BTP Batches handled (BTP Recall) -10 hrs Implements training security guidelines. – 20 hrs
  • Accomplish reports such as but not limited to the ff: Training Summary; Participant Feedback; Shadowing Report; training needs analysis. – 8 hrs
  • Act as LOMA EdRep in administering and facilitating LOMA Exam for BPLAC employees – 24 hrs
  • Conduct of Financial Wellness activities to BPI clients – 8 hrs
  • Monitors expenses and materials during trainings – 8 hrs
  • Prepares cash advance for training programs and liquidates within the specified turn around time of the company. – 8 hrs
  • Accomplish adhoc tasks which may be assigned from time to time by immediate manager. – 24 hrs


  • Bachelor’s degree preferably Business Management; and or Human Resources Management; Psychology
  • At least 2 years work experience in similar industry, knowledge in sales training; facilitation and workplace assessment
  • Knowledge in Finance, Banking and Insurance
  • Excellent interpersonal and communication skills (oral and written)
  • Computer savvy

Build a career with us as we help our customers and the community live healthier, longer, better lives.

You must provide all requested information, including Personal Data, to be considered for this career opportunity. Failure to provide such information may influence the processing and outcome of your application. You are responsible for ensuring that the information you submit is accurate and up-to-date.

Job Category: Partnership Distribution
Job Type: Full Time
Job Location: Philippines

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