壽險業訓練講師專業職能之研究

A Study of the Professional Competencies of Training Instructors in Life Insurance Industry

葉淑櫻(Shu-Ying Yeh)

指導教授 ： 張仁家

國立臺北科技大學/人文與科學學院/技術及職業教育研究所/碩士(2007年)

摘要

本研究旨在瞭解壽險業訓練講師應具備之專業職能內涵和已具備之現況，以及不同背景變項之訓練講師已具備專業職能的差異情形。本研究採用問卷調查的方式，以自編之「壽險業訓練講師專業職能研究之調查問卷」為研究工具，以壽險業之訓練講師為對象，共發出290份問卷，有效問卷回收193份，有效回收率為66.55%，統計方法採次數分配、百分比、平均數、標準差、t考驗、皮爾森積差相關、單因子多變項變異數分析及單因子變異數分析。經資料處理分析後，獲以下結論：
一、壽險業訓練講師應具備基本特質、行業知能、訓練教學規畫、訓練教學實施、訓練測驗與評量等五大領域，共47項專業職能。
二、壽險業訓練講師對應具備專業職能「重要程度」之評定達中高程度。
三、壽險業訓練講師對已具備專業職能「表現程度」之自評達中高程度。
四、男性訓練講師在各專業職能領域的「表現程度」顯著高於女性。
五、不同年齡之訓練講師在整體專業職能的「表現程度」無顯著差異。
六、不同教育程度之訓練講師在整體專業職能領域的「表現程度」無顯著差異。
七、非商業類系所畢業之訓練講師專業職能的「表現程度」顯著高於商業類系所畢業之訓練講師。
八、教學年資超過十年之訓練講師在各專業職能領域的「表現程度」顯著高於教學年資低於三年（含）以下之訓練講師。
九、壽險業訓練講師應具備的專業職能均顯著高於已具備的專業職能。

最後根據研究結論，提出具體建議以供壽險業培訓單位、訓練講師和未來研究者參考。

關鍵字

訓練講師 ； 專業職能

並列摘要

The purpose of this study was to explore the professional competencies that training instructors should possess and have possessed in life insurance industry, as well as the differences of competencies among these qualified training instructors with various backgrounds. This study was conducted with the method of questionnaire survey. This study used self-designed questionnaire, entitled “The professional competencies of training instructors in the life insurance industry”, to be the instrument of the research. The survey was distributed to 290 training instructors in the life insurance industry and the number of the valid returning copies was 193, resulting in the valid return ratio of 66.55%. Statistical analysis employed were frequency distribution, percentage analysis, mean, standard deviation, t-test, pearson’s correlation analysis, one-way MANOVA, and one-way ANOVA. The major findings of this study were as follows:
1.Training instructors in insurance industry should possess professional competencies in five domains-Basic Specialty, Professional Knowledge and Skills, Instructional Plan, Instructional Implementation, and Instructional Evaluation and Test, including 47 competencies.
2.The degree of importance of professional competencies which training instructors should possess was middle-high.
3.The degree of self-assessment performance regarding the competencies of the training instructors was middle-high.
4.The significance of performance of the male instructors that shown in the study was higher than female instructors.
5.The result regarding the performance of the instructors with different age was not significant.
6.The result regarding the performance of the instructors with different level of education was not significant.
7.The significance of performance of the instructors with non-business degree was higher than those with business degree.
8.The significance of performance of the instructors with more than 10-year teaching experiences was higher than those with less than 3-year teaching experiences.
9.The competencies that training instructors of insurance industry should possess were significant than those that training instructors have possessed.
Finally, recommendations based on the findings and conclusions of the study were proposed for life insurance industry、training instructors and future study.

並列關鍵字

Training Instructors ； Professional Competencies

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