Insurance Advisor Trainer

Nezda Technologies, Inc.; Cebu City; On-site; PHP 391,000 - 580,000; Full time

Job summary

Nezda Technologies, Inc. is seeking a Sales Coach to guide Rookies Advisors, lead daily coaching sessions, and monitor performance across the sales team in Cebu City. You will coordinate seminars, webinars, and recruitment assessments, driving the onboarding and progression of new insurance advisors.

The role emphasizes hands-on coaching, collaboration with leadership, and delivering weekly performance updates to management, with a strong focus on development and measurable results.

Qualifications

• Bachelor's degree required.
• At least 2 years of relevant experience in sales or insurance training.
• Proficiency in Microsoft Office tools.
• Digital savvy and comfortable using digital platforms/tools.

Responsibilities

• Conduct daily business coaching sessions for Rookies Advisors.
• Monitor and track daily sales activities and individual performance.
• Organize sales activities such as seminars, roadshows, customer presentations, and webinars.
• Conduct regular one-on-one coaching based on individual performance and development needs.
• Identify performance gaps and organize appropriate training or intervention sessions.
• Work closely with sales leaders, business development, training, and management teams to support advisor performance.
• Prepare and present weekly performance updates to management.
• Participate in recruitment assessments to help identify quality insurance sales talent.
• Support other activities related to the development and performance of new insurance advisors.

Skills

Coaching

Sales training

Digital savvy

Education

Bachelor's degree

Tools

Microsoft Office

Job description

About the role

For this role, you will handhold, manage, and coach Rookies Advisors, ensuring they stay on track with their sales activities, receive the right interventions, and successfully progress through the program.

Key responsibilities

• Conduct daily business coaching sessions for Rookies Advisors
• Monitor and track daily sales activities and individual performance
• Organize sales activities such as seminars, roadshows, customer presentations, and webinars
• Conduct regular one-on-one coaching based on individual performance and development needs
• Identify performance gaps and organize appropriate training or intervention sessions
• Work closely with sales leaders, business development, training, and management teams to support advisor performance
• Prepare and present weekly performance updates to management
• Participate in recruitment assessments to help identify quality insurance sales talent
• Support other activities related to the development and performance of new insurance advisors

About you

• Bachelor's degree
• At least 2 years of relevant experience in sales or insurance training
• Proficiency in Microsoft Office tools
• Digital savvy and comfortable using digital platforms/tools