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Job Details
Insurance Sales Trainer
Job ID #:
8208218
Location:
CA-San Diego
Functional Area:
Sales
Company Name:
Matrix Direct, Inc.
Employment Type:
Not Indicated
Education Preferred:
Not Indicated
Experience Required:
3-5 years
Relocation Provided:
No
Position 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 trainees 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.
Position Requirements
About Us
Service. Commitment. People. Products. These are the reasons people choose to do business with American General Life Companies. And the reasons why we are the right choice for your career. At American General Life Companies, we have been keeping promises to American families and businesses for more than 150 years. Our insurers offer a broad spectrum of fixed and variable life insurance, annuities and accident and health products to serve the financial and estate planning needs of customers throughout the United States.
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