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.
What You'll Be Responsible For- Conducts needs analysis to determine knowledge gaps and training needs for our distribution partners. This is accomplished by working extensively with producers, agency principals, internal stakeholders.
- 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. Coordinates with internal event planner, as needed, for effective delivery of live training
Desired Qualifications- Bachelors 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.
Employee BenefitsIntegrity 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.
