Unit Field Trainer

CNO Financial Group; Albany (CA); On-site; USD 70,000 - 90,000; Full time

Job summary

CNO Financial Group is seeking a Unit Field Trainer in California to lead recruitment, onboarding, and on-the-job training for sales agents. The role includes coaching, guiding development strategies, and ensuring agents meet production targets while maintaining compliance.

The position requires a Life & Health license, a high school diploma or GED, and typically several years of related experience. Bachelor's degree is preferred for advancement within the branch network.

Qualifications

• High School Diploma or GED required.
• Life & Health license required to perform the role.
• 5 years related work experience in sales/training.
• Bachelor's Degree preferred for advanced development responsibilities.

Responsibilities

• Train and mentor agents and manage a downline for performance and compliance.
• Provide day-to-day guidance and coaching on development strategies for agents.
• Maintain personal production to meet goals and objectives.
• Assist in recruiting, onboarding and licensing training for agents as assigned.
• Conduct on-the-job training with new agents through joint field work.
• Develop additional Unit Field Trainers within branch or satellite locations.
• Participate in management team meetings and support branch sales objectives.

Skills

Sales process

Leadership

Coaching

Communication

Results oriented

Education

High School Diploma or GED

Bachelor's Degree (preferred)

Job description

Job Details

• Job Description Summary

  The Unit Field Trainer is the first level of management in the Branch Sales Office that is responsible for the recruitment, onboarding and on the job training for sales agents, in addition to maintaining their own personal production standards. The role of a unit field trainer is essential to the success of the sales organization. They play a critical role in ensuring that sales representatives have the skills and knowledge necessary to meet their targets and achieve their goals, ultimately contributing to the team's overall success.

• Job Description

  Key Job Responsibilities and Accountabilities:

  • Train and Mentor agents; responsible for a downline of agents and accountable for their performance and compliance to policies and procedures
  • Provides day to day guidance, consultation and mentoring for the development strategies of agents (production oriented) to help agents become successful
  • Maintains personal production to achieve established goals and objectives
  • May also have a role in recruiting efforts as assigned by branch; will be instrumental in the onboarding and development of licensed agents; will help facilitate the licensing training for other agents
  • Conduct on the job training though joint field work with new agents that includes appointment sharing and commission splits
  • Accountable to develop additional Unit Field Trainers within branch / satellite branch
  • Actively participate in management team meetings and support the Branch Sales Office in meeting stated goals

  Knowledge, Skills, and Abilities:

  • Must have a deep understanding of the sales process
  • Highly successful in prospecting skills for marketing
  • Must be able to observe sales representatives in action, identify areas where improvements can be made, and provide feedback and coaching to help them improve.
  • Possess strong leadership & management skills, unafraid of failure
  • Strong communication skills required
  • Strong results orientation is required

  Education and Experience:

  Minimum Qualifications required to perform the role:

  • Education: High School Diploma or GED
  • Field of study: N/A
  • Certifications/Licenses: Life & Health license
  • Related Work Experience: Have required Field Training Allowance met; must meet minimum level of production based on metrics for their branch

  Typical/Preferred Qualifications:

  • Education: Bachelor's Degree
  • Field of study: N/A
  • Certifications/Licenses: Life & Health license
  • Related Work Experience: 5 years related work experience

Compensation

Pay Range: $0.00 - $0.00 Annual

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.