Learning & Development Manager - Life Insurance at Neilson Financial Services | AU | Rezi

Learning & Development Manager - Life Insurance at Neilson Financial Services

Learning & Development Manager - Life Insurance

Neilson Financial Services · AU

1 weeks ago

Learning & Development Manager - Life Insurance

Neilson Financial Services · AU

13 days ago
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About the Role

This is a leadership role focused on owning the full onboarding and development journey for all new starters across the business, from induction to performance readiness. You will act as the first leader for new hires, managing their ramp-up, building capability frameworks, and ensuring they are prepared for their permanent teams. You will also continuously improve training programs to equip people for success in a regulated environment.

Responsibilities

  • Own the end-to-end onboarding program for all new starters across sales, post-sales, retention, and customer care
  • Act as the direct people leader for new starters during their onboarding period, running 1:1s, setting expectations, managing performance, and providing pastoral care
  • Design and continuously improve training content across life insurance product knowledge, sales and service skills, systems, and compliance
  • Track cohort performance data to identify successes and areas for improvement, and iterate quickly
  • Manage underperformance early and constructively, implementing coaching plans or formal processes as needed
  • Partner with department heads on a clean handover of fully ramped team members, supported by clear performance data
  • Ensure all training and onboarding activity meets regulatory and compliance standards relevant to life insurance distribution

Requirements

  • Life insurance experience, including understanding of products, customers, and direct distribution success factors
  • Proven track record of leading, coaching, and developing people, especially new starters or early-career talent in contact centre or phone-based environments
  • Confidence to own performance outcomes, conduct difficult conversations, and advocate for change based on data
  • Comfort using metrics to make decisions
  • Experience across multiple functions (sales, service, retention) is a strong advantage
  • Familiarity with Australian financial services training standards is a plus
  • Cert IV in Training and Assessment is a plus

Skills

  • Leadership
  • Coaching
  • People development
  • Onboarding program design
  • Training content design
  • Performance management
  • Data analysis
  • Regulatory compliance

Location

  • Australia

Work Type

  • Full-time

Experience Level

  • Leadership experience
  • Experience developing new starters or early-career talent

Education Level

  • Cert IV in Training and Assessment (preferred)

Benefits

  • Global career pathways

About the Company

  • Neilson Financial Services is a global life insurance distributor founded in 2012, with contact centres across the UK, Canada, and Australia.
  • The company has deep in-house capabilities in sales, marketing, product development, and support, partnering with insurers and reinsurers for underwriting.
  • Neilson is one of Australia's fastest-growing life insurance distributors, having launched locally in late 2024 and quickly becoming the third largest direct distributor of life insurance in the country.
  • Globally, Neilson has issued over 650,000 policies across multiple markets.
  • The company values are Customer Focused, Results Driven, and Team Spirited.

Equal Opportunity

  • Neilson Financial Services is an equal opportunity employer.
  • The company welcomes and encourages applications from candidates of all backgrounds and abilities.
  • Commitment to diversity and inclusion is fundamental to the company culture.
  • The company strives to make its job application process accessible to all individuals, including those with disabilities.
  • Accommodation can be requested at any stage of the application, interview, or selection process.