Position Overview

Responsibilities

• Lead the design, development and execution of new recruit and new agent training curriculum.
• Train and onboard new agents by educating them on life insurance product features, advantages, benefits, selling and marketing techniques, and company programs.
• Perform joint fieldwork with agents and field managers providing point of sales support and coaching.
• Partner with field leaders to perform on-demand and onsite training based on the needs of the field office.
• Provide coaching to agents and managers regarding the sales process to drive increased sales activity and results.
• Develop and facilitate training programs online and in-person to provide 24/7 resources to the field force.
• Support sales and marketing efforts with the development of materials, sales tools and techniques.
• Provide ongoing training in response to new products, programs, systems, and processes to ensure field leaders and agents have the knowledge and tools to succeed.
• Work closely with carriers on product, sales and marketing campaigns and initiatives to drive sales.

Qualifications

• Prior experience in life insurance sales and the ability to close a case.
• Life and Health insurance license.
• 3-5 years of experience in the life insurance and annuity industry.
• Bachelor’s degree in business, insurance, finance or related field or equivalent combination of education and experience required.
• Strong knowledge of life insurance and annuity products, marketing and sales strategies.
• Technologically advanced with Zoom, CRM and life insurance quoting software.
• Ability to motivate others, establish trust and credibility, and inspire dedication.
• Strong written/verbal communication and interpersonal skills.
• Excellent public speaking and presentation skills are required.
• Demonstrated leadership skills to drive and execute company programs and initiatives with little direct supervision.
• Strong organization and time management skills.