Product Training Specialist II

Primary Responsibilities:

• Develops and enhances training programs for Insurance Agents.


• Provides support for Agents in Insurance concepts and sales.


• Designs training resources for all insurance products and systems.


• Facilitates sales training using a variety of methods, including live presentations, web conferencing, computer-based training, and one-on-one contact with Agents.


• Continuously assesses, develops, and improves their training programs.


• Gathers and compiles information regarding trainings and analyzes and adjusts discrepancies.


• Creates training using storyboards.


• Attends conferences related to talent development. 

Minimum Knowledge and Requirements:

• High School diploma or GED equivalent. Bachelor’s degree in education, Business, Communications, or related field preferred.


• 5-7 years of training and facilitating experience.


• Knowledge of adult learning principles.


• 3 years of experience developing instructor-led and self-guided training courses and materials.


• Some sales training experience. Insurance sales training experience preferred.


• Interpersonal and analytical skills.


• Must be able to communicate effectively, both orally and in writing.


• Ability to guide and motivate others.


• Ability to explain concepts, systems, and procedures to help develop professional.


• Must have effective utilization of computer systems including company and industry related software for essential job functions.


• Must be able to travel to other offices for trainings about 25% of the time.


• Must maintain a minimum performance standard for trainers at all evaluation point.


• CPTM or other training related certifications preferred.


• Extensive knowledge of adult learning principles.


• Excellent critical thinking skills and presentation skills.


• Must be able to stay abreast of new industry trends and advances.


• Experience conducting learning needs assessments to identify problems and/or performance gaps and determine the requirements of either the revision of existing learning and development programs or the development of a new solution contributing to new growth opportunities.


• Experience evaluating the effectiveness of training programs and provide feedback to management and leadership.

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