Unit Field Trainer

Bankers Life and Casualty; Fresno (CA); On-site; USD 65,000 - 90,000; Full time

Job summary

CNO Financial Group, Inc. in Fresno, CA is seeking a Unit Field Trainer to lead training for sales agents and drive onboarding and ongoing development. You will mentor a downline of agents, sustain production standards, and support licensing and recruitment activities as needed.

You will provide day-to-day guidance, observe performance, deliver feedback, and partner with branch leadership to meet growth targets. Strong leadership and coaching are essential.

Qualifications

• High school diploma or GED required; Life & Health license preferred.
• Bachelor's degree is a plus.
• Proven ability to train and mentor sales agents.
• Experience meeting production targets and coaching teams.

Responsibilities

• Train and mentor agents; responsible for downline performance and policy compliance.
• Provide day-to-day guidance and development strategies for agents.
• Maintain personal production to meet goals and objectives.
• Support recruitment, onboarding, and licensing training for agents.
• Conduct on-the-job training through joint field work with new agents.
• Develop additional Unit Field Trainers within branch or satellite branches.
• Participate in management meetings and help the branch meet goals.

Skills

Sales process knowledge

Prospecting skills

Coaching and feedback

Leadership and management

Communication skills

Results-oriented

Education

Bachelor's Degree

High School Diploma or GED

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.

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 through 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

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.

At CNO, success is earned. We're looking for ambitious people who want to do more. And, we'll provide you with opportunities to grow your skills through challenging professional experiences. The pace is fast, you'll work hard, and you'll see results. If you're looking for a culture that encourages development, helps you reach your potential, and rewards you for your contribution, then CNO Financial Group is right for you.