Unit Field Trainer

CNO Financial Group•Clearwater, FL

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 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 organization’s success. The trainer guides and mentors agents, monitors their performance and compliance with policies and procedures, and supports their development through production-oriented strategies and joint field work. The role may also contribute to branch recruiting efforts, facilitate licensing training, and develop additional Unit Field Trainers. The Unit Field Trainer participates in management team meetings and supports the Branch Sales Office in achieving its stated 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 its 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, and remain accountable for the performance and policy and procedure compliance of a downline of agents.
  • 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 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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