Unit Field Trainer

CNO Financial Group•Honolulu, HI

About The Position

The Unit Field Trainer is the first level of management in the Branch Sales Office. This role is responsible for recruiting, onboarding, and providing on-the-job training to sales agents while maintaining personal production standards. Unit Field Trainers help ensure sales representatives have the skills and knowledge to meet their targets and contribute to the sales team's success. The trainer mentors and develops a downline of agents, supports their performance and compliance, and may assist with recruiting as assigned by the branch. The role also helps onboard and develop licensed agents, facilitates licensing training, and conducts joint fieldwork with new agents, including appointment sharing and commission splits. Unit Field Trainers are accountable for developing additional trainers and supporting Branch Sales Office goals through participation in management team meetings.

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 opportunities for improvement, 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.
  • Life & Health license.
  • Five years of related work experience.

Responsibilities

  • Train and mentor agents, and remain accountable for a downline of agents’ performance and compliance with policies and procedures.
  • Provide day-to-day guidance, consultation, and production-oriented mentoring to help agents develop and succeed.
  • Maintain personal production to achieve established goals and objectives.
  • Assist with recruiting efforts as assigned by the branch.
  • Support onboarding and development of licensed agents and help facilitate licensing training for other agents.
  • Conduct on-the-job training through joint fieldwork 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.
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