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Manager, Field Training

Company: Columbian Financial Group
Location: Binghamton
Posted on: June 25, 2022

Job Description:

Position SummaryThe primary focus is to create, develop, customize and lead training efforts on multiple product lines, processes and sales support tools.Audiences include external distribution sources as well as internal company departments. This position will require the individual to play a key role in growing sales, both with new recruitment initiatives and additional sales growth efforts with existing distribution sources. Essential Duties and Responsibilities Works closely with the Chief Marketing Officer and VP Special Markets in areas of new recruitment activity and sales growth.Responsible for creating, developing, customizing and leadingall forms of product training for distribution and CFG service teams via conference calls, webinars, classroom, and related field training.Expectations of training related activities, including webinar format and conference calls will be ongoing throughout the year with an average of five or more on a weekly basis.Manage agent recruitment activities for Special Markets, obtaining incoming lead information and forwarding data to VP of Special Markets for further vetting.Spearhead case managing efforts and work with agents/IMOs and CFG staff to resolve business processing issues within multiple product lines.Responsible for creating and maintaining all training programs for Special Markets product lines, sales support tools, and processes.Creating and maintaining all applicable outlines and work flow processes for all distribution sources.Travel required (up to 50%), including weekends, for National Meetings and other outstanding training sessions. Critical QualificationsBachelor's Degree3+ years of insurance industry experienceExcellent verbal and written communication skillsStrong presentation skills in multiple formats, including, classroom settings, webinars, conference calls and general sessionsStrong public speaking skillsAbility to exercise good judgment and make sound decisionsMust be sensitive to, and be able to balance, corporate needs with field needsAbility to handle tasks with confidentialityStrong interpersonal skills, leadership skills and detail orientedAbility to multitask and work independentlyStrong problem solving / critical thinking skills Preferred QualificationsProficient in MS Office Word, Excel, Power PointWebEx, Zoom,GoToMeeting, MicroSoft Teams, etc.Working knowledge of JIRA, Crossroads, Partners, SMaRT EOE/Drug Free Workplace

Keywords: Columbian Financial Group, Binghamton , Manager, Field Training, Executive , Binghamton, New York

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