Unit Field Trainer

CNO Financial Group•Wilmington, NC

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 goals, contributing to the overall success of the sales team. The trainer guides and mentors agents, supports their development and performance, and helps ensure compliance with policies and procedures. The position also involves field training with new agents, assisting with licensing training, and developing additional Unit Field Trainers within the branch or satellite branch. The trainer participates in management team meetings and supports the Branch Sales Office in achieving its stated 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 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.
  • Five years of related work experience.

Responsibilities

  • Train and mentor agents; manage a downline of agents and remain accountable for their performance and compliance with policies and procedures.
  • Provide day-to-day guidance, consultation, and mentoring on production-oriented development strategies.
  • Maintain personal production to achieve established goals and objectives.
  • Participate in recruiting efforts as assigned by the branch.
  • Support the 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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