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Job: INSURANCE SALES TRAINER

Matrix Direct, Inc.

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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.





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Matrix Direct, Inc.
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