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Life & Annuity Training & Development Manager
Integrity Marketing Group LLCCore Competencies
Role fitUse this summary to align your resume positioning with the role.
Demonstrates expertise in developing and implementing training programs for agents in the fixed annuity and life insurance sectors, with a focus on measurable performance outcomes and effective delivery methods. Possesses strong knowledge of the insurance industry and proven sales strategies to educate and support distribution partners.
About the role
Key responsibilities & impact- Develop the strategy, design, management, and growth of market-driven sales and product training programs
- Develop and expand Independent Marketing Organization (IMO) partner agents by opening annuity, life, and securities markets
- Educate agents on new products, sales concepts, and sales process best practices
- Conduct needs analyses to determine knowledge gaps and training needs for distribution partners
- Work extensively with producers, agency principals, and internal stakeholders
- Partner with ILA sales teams, IMO principals, and sales support staff to determine training needs, content, and delivery options
- Develop training and business development programs and objectives for agents new to annuity and life products and under-producing agents
- Design content and implement effective training methods with measurable performance and sales-volume results
- Include eLearning solutions in training delivery
- Conduct in-person and virtual field training sessions for distribution channels
- Coordinate with the internal event planner for effective live-training delivery
- Target prospects, lead creation of materials and curricula, develop multiple delivery models, and partner with agencies and agents before and after training
Requirements
What you’ll need- Bachelor's Degree (B.A. or B.S.) from a four-year College or University and/or equivalent experience
- 10+ years of experience
- Iowa Insurance License required
- Subject matter expertise in fixed annuities, life insurance, and proven sales
- Knowledge of the insurance industry, including IMO distribution
- Knowledge of retirement income, planning strategies, and life insurance sales strategies
- Strong public speaking, organizational, and relationship-building skills
- Demonstrated ability to build and grow a training program targeted at the fixed annuity and life industry
Benefits
Comp & perks- PTO
- Paid holidays
- Medical insurance
- Dental insurance
- Retirement plan
- Employee Ownership Program
- Employer-paid short-term disability
- Flexible work environment
- Hybrid work model for most positions
- Profitability bonuses
- Casual dress code
- Adjustable sit/stand desks
- Free snacks, fruit, and coffee
- Office closes every Friday at 3 p.m.
- Competitive compensation package
- Professional opportunities for career advancement
- Reasonable accommodations for qualified individuals with disabilities
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