Unit Field Trainer

Bankers Life; City of Syracuse (NY); On-site; USD 55,000 - 85,000; Full time

Job summary

Bankers Life is seeking a Unit Field Trainer to lead recruitment, onboarding and on-the-job training for sales agents while maintaining personal production standards.

The role includes mentoring agents, guiding development strategies, and participating in branch management to meet sales objectives and ensure policy compliance.

Qualifications

• Experience recruiting, onboarding and training sales agents.
• Experience creating and delivering sales presentations.
• Experience in building a sales channel and forecasting results.
• Proven ability in prospecting, networking and new business development.
• Experience in Life, Health or other personal lines of insurance.
• Retail sales experience and customer service.

Responsibilities

• Train and mentor agents; responsible for downline performance and compliance.
• Provide day-to-day guidance and coaching for agents' development and production.
• Maintain personal production to meet goals and objectives.
• Support recruiting, onboarding and licensing training for agents.
• Conduct on-the-job training through joint field work with new agents.
• Participate in branch management meetings and support sales office goals.

Skills

Recruitment & Training

Sales Presentations

Pipelines/Channel Building

Sales Forecasting

Prospecting

Life/Health Insurance

Retail Sales

Customer Service

Results Orientation

Education

HS Diploma

Bachelor's degree 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