Assistant Manager, Training

ARE YOU SEEKING FOR GROWTH YET YOU WANT A FULFILLING CAREER?

Be ready to embark on a journey which offers you an exciting opportunity.

HERE’S A SHORT INTRO OF WHO WE ARE

Since our incorporation in 2005, finexis has grown to become a leading homegrown financial advisory firm in Singapore licensed by the Monetary Authority of Singapore, with assets under advisory of almost S$1 billion. Our strategic partnerships, extensive portfolio of leading financial solutions, strength of more than 600 financial consultants and support staff have enabled us to become a market leader in the field of specialised financial services.

WHAT TO EXPECT

We are seeking a commercially driven and field-credible Assistant Manager, Training to support the execution of our 2026 training roadmap across three strategic pillars: Competency Uplift, Production & Sales Execution, and Culture & Professional Standards.

This role is designed for someone who understands agency realities - production pressure, recruitment challenges, licensing progression, and leadership development - and can translate business priorities into structured, outcome-driven training interventions.

This is not a classroom-based administrative role. It requires strong agency and sales experience, credibility with Financial Consultants (FCs) and Leaders, and the ability to drive measurable performance outcomes.

WHAT YOU’LL DO

1. Competency & CIS Licensing Drive

• Design and execute structured initiatives to improve CIS licensing rates and technical mastery

• Conduct hands-on mock practice sessions and confidence-building workshops

• Equip with basic analytics competency
  

2. Production & Capacity Building

• Develop practical, sales-focused modules that improve advisory conversations

• Translate technical knowledge into real client application

• Support initiatives that raise productivity benchmarks and professional standards
  

3. Culture & Professional Standards

• Reinforce long-term business building mindset over short-term activity

• Elevate professionalism, credibility and advisory standards

• Align training initiatives with organisational value and long-term vision

WHO YOU ARE

• Minimum 3-5 years in a financial advisory/insurance agency environment

• Deep understanding of licensing frameworks and advisory technical content

• Confident facilitator with FCs and Leaders

• Strong commercial mindset - training must translate into performance

• Highly organised with strong execution and follow-through discipline

BONUS

• Former producer or agency leader who understands ground realities

• Believes competency builds confidence and capacity builds income

• Outcome-focused, not activity-focused

• Energised by building people, systems and long-term capability

• Strong personal sales track records and/or agency leadership experience

WHAT’S IN IT FOR YOU

• Competitive remuneration

• Flexi-Benefits

• Hybrid work week

• A workplace environment that fosters collaboration and interactions with others

• Opportunity to work with various teams