Janice Walsh

Senior Training & Competence Manager @Age Partnership

Pontefract, GB
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Feb 2006 — Present

Senior Training & Competence Manager @Age Partnership

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Leeds, GB

I have worked for Age Partnership since the start and have seen the company grow from 5 staff to employing over 600 staff. I have held various positions including Equity Release Adviser, Team Manager and since 2008 I have held the position of Training & Competence Manager with a team of experienced Training Consultants responsible for the induction of its new staff through the Training Academy and the on-going training and development of its existing staff, ensuring adherence to the Training & Competence Scheme.I enjoyed sales, however, people management is much more rewarding when trainees become successful within their roles as a result of the knowledge, training and encouragement the training team imparts on their journey at the start.Experience:Financial Services since 1988.Training Design & DeliverySales & Performance Management.One to one coaching.File & Call Monitoring - Financial Advice, Equity Release & Annuities.Induction and sign off to competent status of new advisers and specialists.Management Training and sign off to competent status for new supervisors.Financial Services Knowledge with specialist knowledge of the Equity Release Market and AnnuitiesStrong relationships with all areas of the business, including sales & compliance working together to achieve the company\'s objectives.

EDUCATION

N/A

Wakefield College

Diploma In Business Studies

SKILLS

Business Relationship ManagementRetirement PlanningProtectionPensionsB2bRelationship ManagementL&DRetirementStrategic Financial PlanningFixed AnnuitiesInsuranceTrainingBusiness DevelopmentNew Business DevelopmentWealth ManagementVirtual TrainingEquity ReleaseAmlPension FundsWealthCritical IllnessSalesFinancial AdvisoryInvestmentsFinancial PlanningMortgage LendingFsaCoachingPerformance ManagementFinancial Services

ABOUT JANICE WALSH

A highly motivated, Senior Learning & Development and Training Manager with a demonstrated history of working in the design and delivery of training solutions in a regulated call centre environment. A history of developing engaging, impactful learning that empowers learners to achieve their full potential.Over 30 years’ experience working in the Financial Services Market as a successful Adviser, Manager, Coach and Trainer, the last 20 years specialising in the Later Life Market, covering Equity Release, Pensions and At Retirement product and services. Achieved Top Adviser at Age Partnership in 2008 and moved into the role of Training Manager in 2009 using my experience and skills to facilitate the professional growth and development of others to succeed. Developed an Adviser Development Academy alongside, design and delivery of induction & coaching training, supporting new and existing colleagues working towards and maintaining competent adviser status.Played a key role in monitoring calls and files to promote compliance with company standards and supplied valuable coaching and feedback to encourage continuous improvement and excellent customer outcomes.A skilled manager with exceptional communication and problem-solving abilities, as well as strong organisational skills, who can inspire, motivate and lead a team to success. An enthusiastic advocate for continuous learning and development who is dedicated to improving my own skills and knowledge with a passion for sharing knowledge and supporting the development of others.

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