Unit Field Trainer at Bankers Life in Tulsa, OK

Job Details

• Job Description Summary

The Unit Field Trainer is the first level of management in the Branch Sales Office that is responsible for the recruitment, onboarding and on the job training for sales agents, in addition to maintaining their own personal production standards. The role of a unit field trainer is essential to the success of the sales organization. They play a critical role in ensuring that sales representatives have the skills and knowledge necessary to meet their targets and achieve their goals, ultimately contributing to the team's overall success.

• Job Description

Key Job Responsibilities and Accountabilities:

- Train and Mentor agents; responsible for a downline of agents and accountable for their performance and compliance to policies and procedures
- Provides day to day guidance, consultation and mentoring for the development strategies of agents (production oriented) to help agents become successful
- Maintains personal production to achieve established goals and objectives
- May also have a role in recruiting efforts as assigned by branch; will be instrumental in the onboarding and development of licensed agents; will help facilitate the licensing training for other agents
- Conduct on the job training though joint field work with new agents that includes appointment sharing and commission splits
- Accountable to develop additional Unit Field Trainers within branch / satellite branch
- Actively participate in management team meetings and support the Branch Sales Office in meeting stated goals

Knowledge, Skills, and Abilities:

- Must have a deep understanding of the sales process
- Highly successful in prospecting skills for marketing
- Must be able to observe sales representatives in action, identify areas where improvements can be made, and provide feedback and coaching to help them improve.
- Possess strong leadership & management skills, unafraid of failure
- Strong communication skills required
- Strong results orientation is required

Education and Experience:

Minimum Qualifications required to perform the role:

- Education: High School Diploma or GED
- Field of study: N/A
- Certifications/Licenses: Life & Health license
- Related Work Experience: Have required Field Training Allowance met; must meet minimum level of production based on metrics for their branch

Typical/Preferred Qualifications:

- Education: Bachelor's Degree
- Field of study: N/A
- Certifications/Licenses: Life & Health license
- Related Work Experience: 5 years related work experience

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.