Insurance Services Trainer

Responsible for onboarding, training and developing Security Service Insurance agents and licensed branch staff to offer quotes and sell Personal and Commercial lines Insurance products in order to reach monthly sales goals. Works closely with our preferred carriers to align appetites and provide ongoing training designed to maximize our carrier relationships. Support Sales Goals: Partner with agency management to align training programs with company sales targets and revenue growth goals. Technology Training: Educate agents on using CRM systems, quoting software, and other agency technology. Compliance and Regulation: Ensure all training aligns with state insurance regulations and company policies. Sales Performance Improvement: Monitor agent performance, identify skill gaps, and implement strategies to increase sales, such as role-playing exercises for objection handling. Teach effective techniques to improve objection handling, product knowledge, and consultative selling skills. Coaching and Mentoring: Provide one-on-one coaching and training to new agents, guiding them through the sales cycle. Deliver Training Sessions: Conduct in-person and virtual workshops, webinars, and seminars covering sales techniques, product knowledge, and compliance. Develop Training Curriculum: Create and update training materials, including presentations and digital content for onboarding new hires and upskilling existing agents. Maintains a thorough understanding of insurance ethics and regulations in each state licensed to transact insurance business. Completes any other job related duties needed to help drive to our Vision, fulfill our Purpose, and abide by our Organization’s Values.