About the Organisation

Old Mutual, founded in 1845 in South Africa, is a leading financial services organization operating in over 30 countries across Africa, Asia, and the Americas. With over 175 years of expertise, Old Mutual provides innovative and sustainable insurance, investment, and retirement solutions to millions worldwide.

The company fosters a collaborative, diverse, and dynamic work environment that supports continuous learning and career growth. Committed to integrity, responsibility, respect, and professionalism, Old Mutual invests in community development through CSR initiatives in education, health, and environmental sustainability. For more information, visit www.oldmutual.com.

Job Summary

The Training Officer - Bancassurance will identify training needs and deliver comprehensive programs to enhance the skills of Old Mutual Uganda’s Life Insurance sales team in Agency and Bancassurance channels. The role ensures compliance with regulations, fosters professionalism, and drives performance to support the company’s mission of shaping a better financial future.

Roles, Duties, and Responsibilities

Learning and Development

Conduct training needs analyses and develop tailored training plans for Life Insurance intermediaries
Organize training programs for new salespeople in Agency and Bancassurance channels
Create, update, and deliver training materials aligned with company policies and industry standards
Coordinate incentive and motivation training sessions using internal and external resources
Oversee continuous learning programs to enhance sales team knowledge and performance
Administer product knowledge assessments to ensure intermediaries’ expertise in Old Mutual’s Life Insurance products
Provide technical training to intermediaries on product details and processes

Recruitment and Compliance

Lead recruitment and training of new salespeople for Agency and Bancassurance channels
Ensure Life Insurance Agents and Bancassurance Specified Officers are registered and certified per Insurance Regulatory Authority (IRA) requirements
Maintain compliance with internal controls and external regulatory standards
Regularly review recruitment and training processes for relevance and effectiveness

Career Development and Performance Support

Conduct orientation and career development sessions for agents and Bancassurance Specified Officers
Contribute to product development committees with feedback on training and product performance
Provide ongoing support and guidance to intermediaries to enhance career growth and performance

Anti-Money Laundering (AML) Duties

Ensure compliance with Old Mutual’s AML, sanctions, and regulatory policies
Perform Know Your Customer (KYC) and Customer Due Diligence (CDD) checks
Report potential AML or compliance violations to the Risk and Compliance Office

Qualifications, Education, and Skills

Bachelor’s degree in a relevant field
Professional qualification in Insurance, Learning & Development, or a related field is an advantage
Prior experience in Bancassurance, Insurance Sales, or Training and Development is preferred
Key Skills:
- Strong communication and interpersonal skills
- Proven experience in designing and delivering training sessions
- Excellent presentation and writing skills
- Strong conflict resolution and problem-solving abilities
- High creativity, integrity, and attention to detail
- Effective planning and organizational skills
- Reliability, integrity, and results-oriented mindset
Technical Competencies:
- Expertise in designing and delivering learning and development programs
- Knowledge of performance and HR data analytics
- Proficiency in digital tools and content creation
- Understanding of AML, KYC, and CDD standards
- Ability to analyze data, identify trends, and recommend performance improvements