Territory Sales Trainer - Houston

For more than 75 years, Colonial Life & Accident Insurance Company has had one mission: to help America’s workers preserve and protect the vitally important things they work so hard to build. Headquartered in Columbia, South Carolina, we offer a wide range of financial protection options, helping more than 3.7 million people in over 86,000 companies. We’re a pioneer of payroll deduction and innovator of enrollment technology, providing unmatched customer service through our end-to-end capabilities and commitment to going above and beyond.

About the role

This position is responsible for providing training and development support to new 1099 sales managers and representatives across a specified territory. The Territory Sales Trainer drives prospecting activity through call clinics, joint field work, and effective lead tracking and follow-up. Additionally, they deliver classroom training to newly contracted managers and representatives. As a member of the Territory Core Team, the trainer contributes to achieving territory goals, including recruiting, broker representative development, and quality portfolio management.

Responsibilities

• In-Market Training (75%)
  • Lead the onboarding of new 1099 sales managers and representatives by demonstrating, coaching, and role-playing consultative selling skills and scripts.
  • Train on the company value proposition, objection handling, and consistent, repeatable sales approaches.
  • Drive and track territory prospecting activity through joint field work, weekly territory-wide call clinics, and territory incentives.
  • Support the ongoing development of unit-managers (ADM role) by setting weekly activity expectations, conducting 1x1 coaching sessions, and identifying challenges and opportunities.
  • Drive adoption and utilization of the leads management system by training on effective lead tracking and coaching agents using system data outputs.
  • Complete certification of new managers in district development.
• Classroom Training (15%)
  • Lead virtual and face-to-face classroom instruction using company-approved content for newly contracted sales managers and representatives.
  • Enhance classroom engagement through interactive skills, role-play exercises, and open discussions.
  • Provide timely, meaningful feedback to participants.
  • Conduct ongoing territory training via weekly Monday Morning Meetings, Lunch and Learns, and manager meetings.
  • Utilize the company training system for administration, including class set-up, rosters, participant completions, and transcripts.
• Core Team Strategy, Partnerships & Communication (10%)
  • Serve as a Public Sector specialist for the territory.
  • Support new broker representative development.
  • Assist with territory rollouts for new products and communicate/train on product updates.
  • Drive territory participation in quarterly national prospecting and recruiting events.
  • Act as a liaison between field sales representatives/managers and the Home Office.
  • Support the Recruiting Consultant and Territory Manager with recruiting initiatives.
  • Perform other assigned duties as needed.

Requirements

• Prior experience in training and development, with a passion for helping others reach their goals.
• Previous management experience or demonstrated ability to coach and mentor managers.
• Prior sales experience with the ability to close cases and coach the entire sales process.
• Licensed to solicit insurance or ability to obtain a license in assigned territory states within 45 days.
• Willingness to lead prospecting activity through call clinics and B2B drops with new sales managers and representatives.
• Demonstrated leadership skills to execute company programs and initiatives with minimal supervision.
• Strong organization and time management skills.
• Ability and willingness to work outside an office up to 75% of the time (overnight travel may be required based on territory geography).
• Strong interpersonal skills, team-oriented mindset, and experience in conflict resolution.
• Strong work ethic and commitment to achieving desired results.
• Excellent presentation, written, and verbal communication skills.
• Maintain a positive corporate image and professionalism while representing Colonial Life.

Preferred Qualifications

• College degree or equivalent experience.
• Proficiency in Microsoft Office applications and ability to train on other technology platforms.
• Prior experience in adult education and development.
• High energy, enthusiasm, and passion for the voluntary benefits industry.
• Previous voluntary benefits experience with Colonial Life’s prospecting and selling system.
• Experience working as (or with) 1099 independent contractors.

Benefits

• Healthcare benefits (health, vision, dental).
• Insurance benefits (short & long-term disability).
• Paid time off.
• 401(k) retirement plan with an employer match up to 5% and an additional 4.5% contribution regardless of employee contribution.

All benefits are subject to the terms and conditions of individual plans.