Learning and Sales Enablement Manager

This is a fully remote position, open to applicants in North Carolina.

📋 Description

• Lead instructor-led, virtual, and hybrid training sessions for both new and current producers.

• Assist in the execution and facilitation of Basecamp, which includes agenda delivery, breakout facilitation, coaching labs, and post-event reinforcement.

• Provide continuous training to enhance skills, tools, processes, and product knowledge.

• Offer ongoing support and coaching to producers regarding sales processes, sales enablement tools, and best practices for workflow.

• Create and facilitate a coaching program for new producers as part of the 365-producer onboarding experience.

• Serve as a point of contact for systems, training access, and guidance on development.

• Support and execute the formal new producer 365 onboarding experience.

• Conduct welcome sessions, onboarding check-ins, and skill-building sessions.

• Ensure producers are familiar with learning paths and can access training materials through Trucordia University, The Alliance platform, and WebCE.

• Facilitate training on sales enablement tools, templates, playbooks, scripts, and systems.

• Provide field support and hold office hours to encourage tool adoption and proper usage.

• Identify recurring challenges in tool usage and collaborate with the Director to create job aids, process guides, or additional training.

• Work alongside Learning Central team members to deploy training content, assist with course setup, and support eLearning implementation.

• Maintain training materials, update content, and oversee content governance.

• Monitor producer progress and participation across LMS systems and training platforms.

• Gather training feedback and identify learning gaps.

• Suggest enhancements to learning programs, content, and delivery methods.

⛳️ Requirements

• Over 4 years of experience facilitating training for large groups, both live and virtual.

• More than 3 years of experience in teaching new systems and providing technical training.

• At least 1 year of experience in the insurance industry as a licensed producer or in close collaboration with producers.

• Proven ability to partner with subject matter experts and collaborate across various departments.

• Proficient in Microsoft Office 365, particularly PowerPoint.

• Strong understanding of adult learning methodologies and training best practices.

• Excellent communication skills, capable of clearly explaining complex concepts.

• Willingness to travel for Basecamp training, onboarding workshops, and field coaching.

• Preferred: Experience with eLearning tools or instructional design software.

• Preferred: Familiarity with Salesforce or similar CRM platforms.

• Preferred: Insurance designations such as CIC, CPCU, ARM, CPAI, TRA.

• Preferred: Learning/Training certifications such as CPLP, CPDT, APTD, or similar.

🏝️ Benefits

• Medical, Dental, Vision coverage.

• Life and AD&D insurance.

• Flexible Spending Account (FSA) / Health Savings Account (HSA).

• Commuter & Child Care FSA.

• Cancer Support Benefits.

• Pet Insurance.

• Accident & Critical Illness coverage.

• Hospital Indemnity.

• Employee Assistance Program (EAP).

• 11 Paid Holidays.

• Flexible Paid Time Off (PTO).

• 401K plan.