WCF Insurance · 12 hours ago
Sales and Distribution Trainer
WCF Insurance is an A Rated insurance carrier growing in the western U.S., seeking a Sales and Distribution Trainer to join their team. The role involves designing and maintaining comprehensive training programs, facilitating product knowledge training, and coaching sales representatives and underwriting staff to enhance performance and align with company guidelines.
InsuranceNon Profit
Responsibilities
Design and maintain comprehensive training programs, including New Producer Training, advanced sales techniques, and underwriting best practices
Develop training materials, job aids, and e-learning modules to support sales and underwriting learning needs
Facilitate and deliver training on product knowledge, sales strategies, compliance requirements, and field underwriting practices
Coach sales representatives on consultative selling, communication, and relationship-building techniques
Train underwriting staff on field underwriting practices, risk assessment, and collaboration with producers and the sales team
Ensure alignment between underwriting guidelines and real‑world application
Plan and present quarterly webinars for agents that qualify for approved training credit
Conduct product training for agents to enhance their ability to sell and service our offerings
Ensure training programs drive consistent, accurate application of underwriting guidelines and sales best practices in the field
Maintain training content that is accurate, current, and aligned with product updates, underwriting standards, and compliance requirements
Improve sales and underwriting performance by delivering effective coaching, facilitation, and support to learners
Meet the dual expectations of the role by successfully supporting both Sales/Distribution training and Field Underwriting development
Collaborate with Sales and Underwriting leadership to identify training needs and support organizational goals
Manage multiple training programs and deliverables with strong organization, timely execution, and reliable follow-through
Continuously evaluate training effectiveness and incorporate feedback and performance insights to enhance learning outcomes
Qualification
Required
Bachelor's degree in business, insurance, education, or related field
Ability to support both Sales and Distribution training and Field Underwriting training through the knowledge of underwriting principles and field practices
Proven experience designing curriculum and facilitating training for adult learners
Knowledge of adult learning methodologies and technologies
Exceptional communication and presentation skills
Ability to work cross-functionally across departments and teams
Strong organizational and project management skills
Preferred
CPCU, CIC, insurance certification preferred
Preferred 5 years in the insurance industry with strong knowledge of commercial insurance and worker's compensation
Benefits
Medical, Dental, and Vision insurance
Company paid life insurance
401K with a generous 6% employer match
Employee Assistance Program (EAP)
Time off to volunteer in the local community
4 weeks of vacation in their first year
Company
WCF Insurance
WCF Insurance is an NGO that assists in insurance claims, online resources, safety services, managed-care and fraud services to workers.
Funding
Current Stage
Late StageRecent News
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