Description: Plans, coordinates, and conducts training programs for the sales department personally or through coordinated efforts with the sales management team.
? Teaches agents how to sell life insurance and accidental death / living benefit policies.
? Demonstrates sales and multi-tasking skills on ?live? Inbound & Outbound calls.
? Trains agents on all systems, procedures, software, etc. used at Matrix Direct.
? Responsible for establishing habits of behavior so that trainees have better than average results in conversion, appclosed rates, and In-Force ratio.
? Conducts ongoing assessments to determine training needs and evaluate trainee?s progress.
? Maintains training programs, training schedules and new hire training manual.
? Selects appropriate instructional methods such as individual training, group instruction, lectures, demonstrations, simulation exercises, role-play, computer based training, and workshops.
? Develops and organizes training materials. Selects or develops teaching aids such as training handbooks, written procedures, reference charts, etc.
? Training responsibilities are primarily in the following areas; sales techniques, customer service techniques, telephone, dialer, quote engine, sales portal, client manager and other software.
? Responsible for Supervisory and HR issues relating to new agents.
? Maintains records and prepares reports to evaluate progress of trainees.
? Audits entire sales floor for compliance.
? Updates scripts, procedures, product information, etc., on the Sales Portal.
? Other duties as assigned from time to time.
Skills / Requirements
? Excellent Communication and Presentation / Facilitation Skills
? Strong Organizational and Interpersonal Skills
? Detail Oriented
? Proven Sales Ability
? Ability to develop and write curriculum
? 3-5 Years Training Experience
? 2-5 Years Life Insurance Sales experience preferred.
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