Unit Field Trainer

CNO Financial Group•Salisbury, MD

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 providing on-the-job training for sales agents while maintaining personal production standards. Unit Field Trainers help ensure sales representatives have the skills and knowledge to meet targets and contribute to the sales organization’s success. The trainer leads and mentors a downline of agents, supports their performance and compliance, and provides day-to-day production-oriented guidance. The role may include recruiting as assigned by the branch, facilitating licensing training, conducting joint field work with new agents, and developing additional Unit Field Trainers. The trainer also participates in management team meetings and supports Branch Sales Office goals.

Requirements

  • High school diploma or GED.
  • Life & Health license.
  • Meet the required Field Training Allowance and minimum branch production level based on applicable metrics.
  • Deep understanding of the sales process.
  • Highly successful prospecting skills for marketing.
  • Ability to observe sales representatives, identify areas 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.
  • Five years of related work experience.
  • Life & Health license.

Responsibilities

  • Train and mentor agents; oversee a downline of agents and remain 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 help 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 stated goals.
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