Instructor - Rancho Cordova, CA

Deliver and effectively educate new and existing agents, their licensed sales professionals and staff.  Provide basic, intermediate and advanced education for agencies based on the need of the participants. Education will include product knowledge, technical processing, sales skills and compliance.  Education content will be delivered by several methods including, but not limited to, classroom, webinar and field training.

 

Key Responsibilities

• With expert knowledge and skills, prepare and facilitate technology and product education, and sales skills training to agencies in order to achieve regional objectives
• Demonstrate ability to articulate, assemble and deliver information and communicate educational offerings to appropriate audiences using all available mediums such as email, market meetings, Agency Gateway, agency facing newsletters and the education calendar
• Must be able to manage training sessions and be flexible to meet the attendees’ needs/skill levels while maintaining control and structure of the class
• Assist with the planning, development and review of educational programs to ensure effective course materials. Identify additional information needed to support business objectives and improve programs
• Prepare education materials for classes and workshops
• Consistently perform administrative responsibilities, including managing voicemail, email and class rosters while clearly and competently documenting all training activities using the appropriate tracking tools 
• Work under the guidance of the Agency Operations Center Manager and the Education Division Manager with frequent consultations on objectives and goals 
• Work with other departments to develop/revise cross-functional educational materials as changes occur 
• Establish positive rapport with mentor, peers, agents, Field Sales Leaders and agency staff 
• Support Field Sales Leaders in assisting agency owners to achieve goals outlined in the agency compensation program, implement agency business plans and align processes with company objectives, including profitability, compliance and Customer Experience 
• Travel 50% of the time, delivering education to the field for agency office training and workshop education.  Overnight travel will occasionally be required

 

Qualifications

• Four year college degree required
• License in P&C and Life & Health required  
• One year of related training or insurance sales experience required
• Completed one month working in an agency selling with proven production
• Bilingual preferred but not required
• Planning and organizational skills 
• Demonstrate facilitation skills and ability to speak effectively to groups 
• Ability to work in a team-centered environment with minimal supervision 
• Project management skills 
• Ability to organize and self-manage time
• Good verbal and written communication skills with the ability to adapt communication techniques for audiences at multiple levels 
• Advanced knowledge of Outlook, Word, Power Point and Excel

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