Manager Training & Development -Sales- Life Annuities)

About the role

The Training Specialist role is responsible for the strategy, design, management and growth of our market-driven sales and product training program. These programs are focused on developing and expanding our Independent Marketing Organization (IMO) partner’s agents by opening annuity, life and securities markets, educating agents on new products, sales concepts, and sales process best practices. This role would include targeting prospects, leading the creation of materials/curriculum, development of multiple delivery models and partnering with agencies and agents pre and post training.

Responsibilities

• Conducts need analysis to determine knowledge gaps and training needs for our distribution partners.
• Communicates and partners with ILA sales teams and IMO principals and sales support staff to determine training needs, content and delivery options and preferences.
• Develops training and business development programs and objectives to take agents new to annuity and life, or/and under-producing agents, through a progressive curriculum expanding their ability to drive production.
• Creatively designs content, and implements effective methods to educate, enhance performance of agents with measurable results (effective/engaging/impact to sales volume).
• (Include eLearning solutions.)
• Conducts in-person and virtual field training sessions for distribution channels, incorporating additional training resources as needed.
• Captures and analyzes training feedback to continuously improve training effectiveness.
• Coordinates with internal event planner, as needed, for effective delivery of live training.

Requirements

• Bachelor's Degree (B.A. or B.S.) from four-year College or University and/or equivalent experience.
• 10+ years of experience.
• Iowa Insurance License required.
• Subject matter expert on fixed annuities, life insurance and proven sales.
• Knowledgeable about the insurance industry, including IMO distribution.
• Knowledgeable about retirement income, planning strategies, and life insurance sales strategies.
• Demonstrates strong public speaking, organizational and relationship building skills.
• Demonstrated ability to build and grow a training program targeted at fixed annuity and life industry.

Qualifications

• Proven track record of success in training and education roles.
• Experience in creating and delivering training programs for insurance agents.
• Strong understanding of insurance products and sales processes.
• Ability to develop and implement training curricula and materials.
• Excellent communication and interpersonal skills.
• Ability to manage multiple projects simultaneously and meet deadlines.

Skills

• Strong analytical and problem-solving skills.
• Effective communication and presentation skills.
• Ability to adapt to changing priorities and environments.
• Proficiency in Microsoft Office Suite.
• Experience with eLearning platforms and tools.

Benefits

Integrity offers a comprehensive benefits package including PTO, paid holidays, medical, dental, retirement plan, Employee Ownership Program, employer-paid short-term disability, and more. We believe in a flexible work environment and have a hybrid work model for most positions. We also reward our employees' hard work with profitability bonuses, a casual dress code, adjustable sit/stand desks, and free snacks, fruit, and coffee. As an added bonus, we close every Friday at 3 p.m.