Learning and Sales Enablement Manager

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

📋 Description

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

• Assist in the execution and facilitation of Basecamp, which includes delivering agendas, facilitating breakout sessions, coaching labs, and reinforcing learning post-event.

• Provide ongoing training sessions to reinforce skills, tools, processes, and product knowledge.

• Offer continuous service and training support to producers regarding sales processes, enablement tools, and best practices for workflow.

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

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

• Support and execute the formal onboarding experience for new producers in the 365 program.

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

• Ensure that producers are aware of learning paths and have access to training materials available through Trucordia University, The Alliance platform, and WebCE.

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

• Provide field support and office hours to promote tool adoption and correct usage.

• Identify common challenges in tool usage and assist in creating job aids, process guides, or additional training materials.

• Deploy training content, assist with course setup, and support the implementation of eLearning initiatives.

• Maintain training materials, update content regularly, and support content governance efforts.

• Track producer progress and participation across Learning Management Systems (LMS) and training platforms.

• Gather feedback on training and identify areas for improvement in learning.

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

⛳️ Requirements

• A minimum of 4 years’ experience in facilitating training for large groups, both live and virtual.

• At least 3 years of experience in teaching new systems and providing technical training.

• Over 1 year of experience in the insurance industry as a licensed producer or significant experience working closely with producers.

• Proven ability to partner with Subject Matter Experts (SMEs) and collaborate effectively across departments.

• Proficient in Microsoft Office 365, particularly PowerPoint.

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

• Excellent communication skills with the ability to simplify complex concepts for clarity.

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

• Experience with eLearning tools or instructional design software is preferred.

• Familiarity with Salesforce or similar Customer Relationship Management (CRM) platforms is preferred.

• Possession of insurance designations such as CIC, CPCU, ARM, CPAI, or TRA is preferred.

• Learning/Training certifications such as CPLP, CPDT, APTD, or similar are preferred.

🏝️ Benefits

• Medical, Dental, Vision coverage.

• Life and Accidental Death & Dismemberment (AD&D) insurance.

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

• Commuter and Child Care FSA options.

• Cancer Support Benefits.

• Pet Insurance.

• Accident and Critical Illness coverage.

• Hospital Indemnity insurance.

• Employee Assistance Program (EAP).

• 11 Paid Holidays.

• Flexible Paid Time Off (PTO).

• 401K retirement plan.

• Remote work arrangement available.

• Equal opportunity employment.