Job Description
The role supports Finsure brokers and staff by designing and delivering training on the Infynity/Metanoia CRM system, covering onboarding, refresher training, and regular updates for new features across Manila, New Zealand, and Australia. It also includes testing software changes and providing backup support to the education and learning teams when needed.
Role and Responsibilities:
Design and deliver broker training across Infynity and Metanoia CRM platforms
Support broker onboarding, refresh training, and mentorship programs sessions both face‑to‑face and virtually
Support broker onboarding, refresh training, and mentorship programs
Provide overflow support to Education and L&D teams, including broker file reviews and scenario support
Deliver regular software update training and weekly CRM sessions
Test and support new system enhancements prior to release
Technical Expertise:
Strong IT knowledge with the ability to effectively use technology to achieve r...
Role and Responsibilities:
Design and deliver broker training across Infynity and Metanoia CRM platforms
Support broker onboarding, refresh training, and mentorship programs sessions both face‑to‑face and virtually
Support broker onboarding, refresh training, and mentorship programs
Provide overflow support to Education and L&D teams, including broker file reviews and scenario support
Deliver regular software update training and weekly CRM sessions
Test and support new system enhancements prior to release
Technical Expertise:
Strong IT knowledge with the ability to effectively use technology to achieve r...
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