Unit Field Trainer

CNO Financial Group•Chico, CA

About The Position

The Unit Field Trainer is the first level of management in the Branch Sales Office. The role is responsible for recruiting, onboarding, and on-the-job training for sales agents while maintaining the trainer’s own personal production standards. Unit Field Trainers help ensure that sales representatives have the skills and knowledge to meet targets and achieve goals, contributing to the success of the sales organization. The position provides day-to-day guidance, consultation, and production-oriented mentoring to agents; supports agent development and compliance; and conducts joint field training with new agents. The trainer may also assist with recruiting and licensing training, and is accountable for developing additional Unit Field Trainers within the branch or satellite branch. The role participates in management team meetings and supports the Branch Sales Office in meeting its goals.

Requirements

  • High school diploma or GED.
  • Life & Health license.
  • Meet the required Field Training Allowance and the branch’s minimum production level based on its metrics.
  • Deep understanding of the sales process.
  • Highly successful prospecting skills for marketing.
  • Ability to observe sales representatives, identify improvement opportunities, and provide feedback and coaching.
  • Strong leadership and management skills; unafraid of failure.
  • Strong communication skills.
  • Strong results orientation.

Nice To Haves

  • Bachelor’s degree.
  • Five years of related work experience.
  • Life & Health license.

Responsibilities

  • Train and mentor agents; manage a downline of agents and be accountable for their performance and compliance with policies and procedures.
  • Provide day-to-day guidance, consultation, and production-oriented mentoring to help agents develop strategies and succeed.
  • Maintain personal production to achieve established goals and objectives.
  • Participate in recruiting efforts as assigned by the branch.
  • Support onboarding and development of licensed agents and facilitate licensing training for other agents.
  • Conduct on-the-job training through joint field work with new agents, including appointment sharing and commission splits.
  • Develop additional Unit Field Trainers within the branch or satellite branch.
  • Participate in management team meetings and support the Branch Sales Office in meeting its stated goals.
© 2026 Teal Labs, Inc
Privacy PolicyTerms of Service