Assistant Manager – Training for Financial Consultants

About the role

Finexis is seeking an Assistant Manager, Training to drive its 2026 training roadmap for financial consultants. The role blends agency experience with a strong commercial mindset to translate business priorities into measurable training outcomes.

Key responsibilities

• Design and execute structured initiatives that improve CIS licensing rates and technical mastery.
• Conduct hands‑on mock practice sessions and confidence‑building workshops for consultants.
• Develop practical, sales‑focused modules that enhance advisory conversations and client application of technical knowledge.
• Support initiatives that raise productivity benchmarks and professional standards.
• Reinforce a long‑term business‑building mindset and elevate professionalism across the organisation.

Required profile

• 3‑5 years of experience in a financial advisory or insurance agency environment.
• Deep understanding of licensing frameworks and advisory technical content.
• Confident facilitator with financial consultants and agency leaders.
• Strong commercial orientation – training must translate into performance.
• Highly organised with strong execution discipline.

Required skills

• In‑depth knowledge of CIS licensing and financial advisory technical content.
• Ability to design and deliver outcome‑driven training programmes.
• Facilitation and workshop delivery skills.

What we offer

• Competitive remuneration.
• Flexi‑Benefits and hybrid work week.
• Collaborative workplace fostering interaction across teams.
• Opportunities to work with diverse functions within a market‑leading firm.