Daniel Carter, Assistant Vice President of Learning & Development

Daniel Carter

Assistant Vice President of Learning & Development

Union Insurance Company

Location
United Arab Emirates - Dubai
Education
Bachelor's degree, Theatre/Music
Experience
21 years, 7 Months

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Work Experience

Total years of experience :21 years, 7 Months

Assistant Vice President of Learning & Development at Union Insurance Company
  • United Arab Emirates - Dubai
  • My current job since May 2015

Responsible for determining the strategic direction of the L&D department and carrying out the strategic plan through overseeing operations, developing functional roles and assigning responsibilities to employees who collaborate with me.

Sales Training Manager at Nexus Insurance Brokers LLC
  • United Arab Emirates
  • May 2013 to April 2015

Nexus Insurance Brokers LLC Sales Training Manager
Downtown - Dubai
1 May 2013 - Present
Role and Responsibilities: • Develop and implement training programmes for the Sales Force within the Nexus Group
• Maintain key course programmes up to date, reviewing and updating on a regular basis
• Deliver induction programmes and ensure that all new sales consultants are evaluated and "signed-off" as competent for their role dealing with HNI's
•Monitor the effectiveness of training: 2012 results vs. 2013 results - Application count for new recruits increased from 319 to 599 (53%), premiums written increased from $1, 290, 879 to $2, 083, 457 (43%) and Quick Start Award winners increased from 10% to 19% (52%)
• Test the competence/learning needs of trainees
• Evaluate training needs with Training Development Director, and other, and plan training programmes accordingly
• Conduct continuing education training
• Deliver through a variety of methods including but limited to, classroom training, demonstrations, field training, meetings, conferences, workshops, coaching and mentoring
• Create learning materials including brochures, hand-outs, multimedia visuals and presentations
• Provide management and statistical information
• Ensure training and contents are compliant with regulatory rules and legal requirements
• Assist the Training and Development Director with the development of the annual operating plan

Commercial Trainer at Capita @ Volkswagen Group UK
  • United Kingdom
  • November 2011 to April 2013

Capita (Volkswagen National Learning Centre) . Commercial Trainer
Milton Keynes - United Kingdom
14 November 2011 - present
Role and Responsibilities:
As part of Capita's contract with Volkswagen Group UK, I delivered training to delegates to four Volkswagen group manufacturers. On-going personal development training events for Sales and Aftersales staff and managers, senior managers, brand managers and Heads of Business for dealerships. Product launch events and in-centre training.
* Delivery of at least 28 different training courses - Sales, Aftersales, Brand Induction, new product releases and brand specific courses for Audi, Volkswagen Passenger Cars, Volkswagen Commercial Vehicles, Seat and Skoda.
* Webinar. Administer, host and present webinars for 300 delegates on new systems releases, course pre-requisites and course follow-up material.
* Training courses delivered using TAP methodology measured over 3 competencies and incorporating Discovery Insights personality profiling exceeding the required 156 training man days per year as part of a team of 18 Commercial trainers.
* Key Performance Indicators. Exceeded KPI's required - 4.7 was required average for 2012 was 4.8 across 4 personal measures of activities, sensitivity, presentation skills and knowledge.
* Maintain Sales, Aftersales, Personal Development and brand induction trainer's guides, power point material and delegate workbooks to TAP format.
* Mentoring and coaching training team members through online learning of Finance and Insurance programme for sales executive course.
* Central Launch Training. Delivery of new product launches at venues across Europe to dealership staff, managers and Head of Business.
* Support material. Compile comprehensive reports of course exemptions ensuring the course profiles on the online booking system were clear for delegates to attend the correct for their accreditation route.

UK Sales Training Manager at Combined Insurance CISL
  • United Kingdom
  • April 2009 to June 2011

Deliver induction course training to new recruits and follow up with field observations. Develop and deliver training to senior managers to enhance their training skills.
 Deliver Induction Training for new recruits. From April 09 to Dec 09 trained and graduated 231 new sales people for Accident and Healthcare sales channels with a 1st time pass rate of 93%. In 2010, the pass rate continued with a high pass rate of 93%.
 New Graduate Follow Up Process. Initiated, developed and implemented to evaluate the progress of newly qualified sales people. The process involved scheduled phone calls to new sales people and feedback was feedback to managers and senior managers to evaluate performance.
 Delivered Continuous Professional Development training to 135 established agents in 2010. The CPD training added value to the established agent’s product portfolio stimulated their sales skills and embedded the Treating Customers Fairly (TCF) outcomes.
 Train the Trainer. Wrote and delivered facilitative material on how to run training sessions in field. The training improved training skills and behaviour of senior managers to transform their fortnightly recap training. Assessed 40 senior management delegates against Trainer Skills Model.
 Telephone Clinic project. Lead role in developing the training material. Appointments increased 50% and cases sold increased 40% in the 4 weeks immediately after training.
 Full Product Licence Training. Part of the team that wrote and delivered material. Over a three month period, changed the training approach from sales presentation to in-depth knowledge. Features, Benefits and Terms & Conditions were taught using scenario based case studies. Phase One included training 650 people totalling 9000 training days. Phase Two trained 400 people totalling 5000 training days.
 Took over management of training stock, resources and training aids to distribute amongst training department.

Regional Accounts Manager at Mobile Mini UK
  • United Kingdom
  • May 2007 to April 2009

As a Regional Accounts Manager, service existing account holders for their hiring and purchase of secure mobile storage and site set-up needs including offices, meeting room's generators, fencing and toilets. Calculate competitive quotes for short and long term contracts. Generate new business and reactivate inactive accounts. Conduct site assessments for Health & Safety, site safety, access and stacking of units.

Area Sales Manager at Combined Insurance UK CISL
  • United Kingdom
  • June 2002 to May 2007

Recruit and manage a sales team in Yorkshire. In addition to selling new business, the role included field training newly qualified sales people to the company standard as well as ongoing training for enhanced sales skills. Daily business checks and reporting to senior manager to ensure compliance and correct remittance.

Education

Bachelor's degree, Theatre/Music
  • at Dartington College of Arts
  • January 1997

1997 - BA Theatre/Music. Dartington College of Arts

Diploma,
  • at BTEC National Diploma Performing Arts. Fareham College
  • January 1994

1994 - BTEC Performing Arts. Fareham College

High school or equivalent,
  • at Crofton Senior School
  • January 1991

1991 - 8 GCSE's. Crofton Senior School

Specialties & Skills

Management
Soft Skills
Coaching
COACHING
COMMERCIAL VEHICLES
INDUCTION
MENTORING
REMITTANCE
SALES MANAGER
SALES PEOPLE
SALES TEAM
TRAINING

Languages

English
Expert

Memberships

Chartered Insurance Institute (CII)
  • Member
  • January 2014
Chartered Institute for Personnel and Development (CIPD)
  • Associate
  • September 2016

Training and Certifications

Award in General Insurance (W01) with Chartered Insurance Institute (Certificate)
Date Attended:
November 2016
Award in Investment Planning (AWF) with Chartered Insurance Institute (Certificate)
Date Attended:
January 2015
Award in Financial Planning (AWP) with Chartered Insurance Institute (Certificate)
Date Attended:
October 2014
European Computer Driving Licence (ECDL) BCS Level 2 (Certificate)
Date Attended:
November 2011
Valid Until:
January 9999
TAP Training Facilitation Certificate (Certificate)
Date Attended:
January 2012
Valid Until:
January 2015
(PTTLS) Preparing to Teach in the Lifelong Learning Sector - Level 4 (Certificate)
Date Attended:
February 2012
Valid Until:
January 9999