Unit Field Trainer

Bankers Life; City of Auburn (NY); On-site; USD 60,000 - 85,000; Full time

Job summary

Bankers Life is expanding and seeks a Unit Field Trainer to initiate and lead the training of sales agents. This role oversees onboarding, coaching, and ensuring agents meet production standards within the Branch Sales Office.

You will mentor agents, support development strategies, and participate in management meetings to align with branch goals. A strong background in life/health insurance and customer service is essential.

Qualifications

• Recruitment, onboarding and on the job training for sales agents
• Experience creating and delivering sales presentations
• Pipelining/building a sales channel
• Sales forecasting
• Experience prospecting, networking and new business development
• Experience in Life, Health, or other personal lines of insurance
• Retail sales experience
• Customer service or hospitality experience
• 1-3 years previous experience in an insurance agent position; 3-5 years is preferred
• Strong results orientation is required

Responsibilities

• Train and mentor agents; responsible for a downline of agents and accountable for their performance and compliance to policies and procedures
• Provide day-to-day guidance, consultation and mentoring for the development strategies of agents (production oriented) to help agents become successful
• Maintain 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
• Actively participate in management team meetings and support the Branch Sales Office in meeting stated

Skills

Recruitment

Onboarding

Train during onboarding

Sales presentations

Pipelining / building sales channel

Sales forecasting

Prospecting / networking

Life or Health insurance experience

Retail sales experience

Customer service experience

Results oriented

Education

HS degree

BS preferred

Job description

Bankers Life

Unit Field Trainer

Bankers Life and Casualty Company is growing and recruiting intelligent, dedicated, outgoing professionals who are interested in a rewarding career in insurance sales management.

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. Additional responsibilities include:

• Train and mentor agents; responsible for a downline of agents and accountable for their performance and compliance to policies and procedures
• Provide day-to-day guidance, consultation and mentoring for the development strategies of agents (production oriented) to help agents become successful
• Maintain 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
• Actively participate in management team meetings and support the Branch Sales Office in meeting stated

Qualifications & Experience

Our Unit Field Trainer will serve as a mentor to the sales unit, and needs to have excellent communication skills. Other qualifications include:

• Recruitment, onboarding and on the job training for sales agents
• Experience creating and delivering sales presentations
• Pipelining/building a sales channel
• Sales forecasting
• Experience prospecting, networking and new business development
• Experience in Life, Health, or other personal lines of insurance
• Retail sales experience
• Customer service or hospitality experience
• HS degree required; BS preferred
• 1-3 years previous experience in an insurance agent position; 3-5 years is preferred
• Strong results orientation is required