Unit Field Trainer

CNO Financial Group•Memphis, TN

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 for sales agents while maintaining personal production standards. Unit Field Trainers help ensure sales representatives have the skills and knowledge to meet targets and achieve their goals, contributing to the overall success of the sales organization. The position leads and mentors a downline of agents and is accountable for their performance and compliance with policies and procedures. It provides day-to-day guidance and production-oriented development support, participates in recruiting as assigned, facilitates licensing training, and conducts joint field work with new agents. The Unit Field Trainer also helps develop additional Unit Field Trainers and supports the Branch Sales Office in meeting its goals.

Requirements

  • High school diploma or GED.
  • Life and Health license.
  • Meet the required Field Training Allowance and the branch's minimum production level based on 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.

Responsibilities

  • Train and mentor agents; manage a downline and remain accountable for agent performance and compliance with policies and procedures.
  • Provide agents with day-to-day guidance, consultation, mentoring, and production-oriented development strategies.
  • 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 its stated goals.
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