Life & Annuity Training & Development Manager

Integrity; Urbandale (IA); Hybrid; USD 65,000 - 90,000; Full time

Benefits offered by this job

PTO

Medical insurance

Dental insurance

Retirement plan

Employee Ownership Program

Short term disability

Casual dress code

Fridays early close 3 p.m.

Job summary

Integrity Life & Annuities Brokers International, part of Integrity Marketing Group, is seeking a Training Specialist to design and grow market-driven training programs for its IMO partners.

You will conduct needs analyses, develop curriculum, and deliver in-person and virtual training to improve agent performance, collaborating with sales teams and distributors. A strong track record in training and industry knowledge is preferred.

Qualifications

• Bachelor's degree from a four-year college or university.
• 10+ years of experience in training or related field.
• Iowa Insurance License required.
• Subject matter expert on fixed annuities, life insurance and proven sales.
• Knowledgeable about the insurance industry, including IMO distribution.
• Knowledgeable about retirement income, planning strategies, and life insurance sales strategies.
• Demonstrates strong public speaking, organizational and relationship building skills.
• Demonstrated ability to build and grow a training program targeted at fixed annuity and life industry.

Responsibilities

• Conducts needs analysis to determine knowledge gaps and training needs for our distribution partners.
• Communicates and partners with ILA sales teams and IMO principals and sales support staff to determine training needs, content and delivery options and preferences.
• Develops training and business development programs and objectives to take agents new to annuity and life, or/and under producing agents, through a progressive curriculum expanding their ability to drive production.
• Creatively designs content, and implements effective methods to educate, enhance performance of agents with measurable results (including eLearning solutions).
• Conducts in person and virtual field training sessions for distribution channels, coordinating with internal event planner for live training delivery.

Skills

Public speaking

Organizational skills

Relationship building

Training program development

Sales knowledge

Fixed annuities knowledge

Education

Bachelor's Degree (B.A. or B.S.) from four-year College or University

Job description

About Integrity Life & Annuities Brokers International

As The Original Agency Builder since 1983™, Integrity Life & Annuities formerly known as Brokers International is one of the largest and most experienced insurance marketing organizations in the country. We work diligently to help our agency partners and their financial professionals build their businesses and serve their customers through innovative products, marketing, compliance, and operational support. In June of 2021, we partnered with Integrity Marketing Group, the nation’s largest independent distributor of life and health insurance products, to help us expand our reach and provide a more holistic planning service to agents and agencies across the industry. Under the leadership of President, John Vogelaar ILA is making significant investments in talent, operations, sales and marketing capabilities, and digital platforms in order to step-change its ability to drive accelerated growth as a strategic partner. ILA's culture is one of inclusion and passionate teamwork. You will be surrounded by individuals that are passionate about our company, our brand, the level of support we provide our partners, and working as one integrated team. Our core values are Integrity, Family Service, Respect and Partnership. If you are up for the challenge, come join us and be part of taking ILA on a new journey of accelerated growth and success.

About Integrity Marketing Group

Integrity Marketing Group is one of the nation’s leading independent distributors of life and health insurance products focused on serving the senior market. Founded in 2006, Integrity develops and distributes life and health insurance products with insurance carrier partners and markets these products through its distribution network, which includes other large insurance agencies located throughout the country that have over 100,000 independent agents.

The Training Specialist role is responsible for the strategy, design, management and growth of our market driven sales and product training program. These programs are focused on developing and expanding our Independent Marketing Organization (IMO) partner’s agents by opening annuity, life and securities markets, educating agents on new products, sales concepts, and sales process best practices. This role would include targeting prospects, leading the creation of materials/curriculum, development of multiple delivery models and partnering with agencies and agents pre and post training.

What You'll Be Responsible For

• Conducts needs analysis to determine knowledge gaps and training needs for our distribution partners. This is accomplished by working extensively with producers, agency principals, internal stakeholders.
• Communicates and partners with ILA sales teams and IMO principals and sales support staff to determine training needs, content and delivery options and preferences.
• Develops training and business development programs and objectives to take agents new to annuity and life, or/and under producing agents, through a progressive curriculum expanding their ability to drive production.
• Creatively designs content, and implements effective methods to educate, enhance performance of agents with measurable results (effective/engaging/impact to sales volume). (Include eLearning solutions.)
• Conducts in person and virtual field training sessions for distribution channels, incorporating additional training resources as needed. Coordinates with internal event planner, as needed, for effective delivery of live training

Desired Qualifications

• Bachelors Degree (B.A. or B.S.) from four-year College or University and/or equivalent experience.
• 10+ years of experience
• Iowa Insurance License required
• Subject matter expert on fixed annuities, life insurance and proven sales
• Knowledgeable about the insurance industry, including IMO distribution
• Knowledgeable about retirement income, planning strategies, and life insurance sales strategies
• Demonstrates strong public speaking, organizational and relationship building skills
• Demonstrated ability to build and grow a training program targeted at fixed annuity and life industry.

Employee Benefits

Integrity offers a comprehensive benefits package including PTO, paid holidays, medical, dental, retirement plan, Employee Ownership Program, employer paid short term disability, and more. We believe in a flexible work environment and have a hybrid work model for most positions. We also reward our employees’ hard work with profitability bonuses, a casual dress code, adjustable sit / stand desks, and free snacks, fruit and coffee. As an added bonus, we close every Friday at 3 p.m.

About Integrity

Integrity is one of the nation’s leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead. Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why? Because we put our people first! At Integrity, you can start a new career path at company you’ll love, and we’ll love you back. We’re proud of the work we do and the culture we’ve built, where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind. Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are — in person, over the phone or online. Integrity’s employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit Integrity.com.

Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.