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AmeriLife

Training Manager

🇺🇸 Oldsmar, FL

🕑 Full-Time

💰 TBD

💻 Learning & Development

🗓️ February 27th, 2025

CRM

Edtech.com's Summary

AmeriLife is hiring a Training Manager. This role involves ensuring agents and representatives remain competent and compliant while addressing the evolving needs of the business. The manager will evaluate, design, and implement training programs, monitor their effectiveness, and foster skill development among employees to maintain a confident and high-performing workforce. 

Highlights
  • Develop and deliver training curriculum and material for Sales, Post-Sales, and Compliance.
  • Facilitate training sessions in classroom and virtual environments.
  • Monitor post-training effectiveness and conduct participant follow-ups.
  • Maintain and coordinate training schedules across operations.
  • Provide regular updates to upper management.
  • Offer ongoing coaching and development for employees.
  • Experience needed in Sales and Customer Service Training.
  • Proficiency in Microsoft Office suite and CRM software required.
  • Must have leadership and communication skills along with a strong work ethic.

Training Manager Full Description

Training Manager
Onsite
Oldsmar, FL
Full time

Our Company
Explore how you can contribute at AmeriLife.
For over 50 years, AmeriLife has been a leader in the development, marketing and distribution of annuity, life and health insurance solutions for those planning for and living in retirement.

Associates get satisfaction from knowing they provide agents, marketers and carrier partners the support needed to succeed in a rapidly evolving industry.
Job SummaryThis position is responsible ensuring our agents and representatives remain competent, compliant and meet the evolving needs of our business.  The manager is responsible for the evaluation of current training materials, the design and implementation of training programs, monitoring the effectiveness of training administered and the development of skills for all employees.  This means ensuring we maintain a confident, compliant, high performing workforce staying in-step with evolving business needs.

Job Description
Duties & Responsibilities:
  • Curriculum Development:  Course content, objectives, delivery and knowledge checks based on business needs.
  • Material Delivery:  Facilitating effective training in classroom, virtual and mixed settings.
  • Material Development:  Creation of training presentations, process manuals, scripting, huddle guides and assessments tailored to Sales, Post-Sales and Compliance needs.
  • Post-Training Evaluation:  Call monitoring and participant follow up to ensure knowledge retention and application of skills.  Ability to assess training effectiveness and implement improvements.
  • Training Schedule:  Maintaining the scheduling and coordinating of the training strategy across Sales and Post-Sale operations.
  • Training Updates: Ability to deliver concise weekly/monthly updates to upper-level managers or others.
  • Coaching and Development:  Ongoing mentoring, coaching and support for all employees focused on continuous growth and professional development. 
  • Management of Training Team:  Mentoring and development of the Training & Development team.
  • Promoting a Positive and Motivating Training Environment:   Maintaining a culture that aligns with company values: honesty, integrity, accountability, excellence, and courage.
  • Other duties assigned by leadership as needed to support training goals and business objectives.

Qualifications
  • Proven experience in Sales and Customer Service Training as a Training Lead, Instructional Trainer, or Training Manager.
  • Experience in creating and presenting training material in various settings (virtual and classroom) with confidence and the ability to clearly explain complex scenarios and engage trainees.
  • Experience in both Call Center and Work from Home environments.
  • Strong background in curriculum development and training methodologies.
  • Ability to communicate effectively with employees, leadership, customers and others.
  • Self-motivated with a strong work ethic in order to plan, organize and deliver materials and training within timelines.
  • Strong leadership, interpersonal and coaching skills with the ability to deliver positive and negative feedback effectively.

Knowledge & Skills
  • Previous Licensed Sales Agent experience in the senior health market.
  • Proficient in Microsoft suite including Word, Excel, PowerPoint, Outlook and Teams as well as other CRM software, telephony systems and training tools.