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Jobing Description
Plans, coordinates, and conducts training programs for the sales department personally or through coordinated efforts with the sales management team.
• Teaches agents how to sell life insurance and accidental death/living benefit policies. • Demonstrates sales and multi-tasking skills on “live” Inbound & Outbound calls. • Trains agents on all systems, procedures, software, etc. used at Matrix Direct. • Responsible for establishing habits of behavior so that trainees have better than average results in conversion, appclosed rates, and In-Force ratio. • Conducts ongoing assessments to determine training needs and evaluate trainee’s progress. • Maintains training programs, training schedules and new hire training manual. • Selects appropriate instructional methods such as individual training, group instruction, lectures, demonstrations, simulation exercises, role-play, computer based training, and workshops. • Develops and organizes training materials. Selects or develops teaching aids such as training handbooks, written procedures, reference charts, etc. • Training responsibilities are primarily in the following areas; sales techniques, customer service techniques, telephone, dialer, quote engine, sales portal, client manager and other software. • Responsible for Supervisory and HR issues relating to new agents. • Maintains records and prepares reports to evaluate progress of trainees. • Audits entire sales floor for compliance. • Updates scripts, procedures, product information, etc., on the Sales Portal. • Other duties as assigned from time to time. Skills / Requirements
• Excellent Communication and Presentation/Facilitation Skills • Strong Organizational and Interpersonal Skills • Detail Oriented • Proven Sales Ability • Ability to develop and write curriculum • 3-5 Years Training Experience • 2-5 Years Life Insurance Sales experience preferred. Matrix Direct, Inc. Preview
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