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about 2 months ago
Requirements and responsibilities
About the Role:We are seeking a Trainer to design, implement, and continuously evolve the sales training and enablement strategy for our Insurance Agents and Promotores, ensuring high engagement, fast activation, and sustained productivity across the full commercial lifecycle.This role will be responsible for identifying training needs from onboarding through maturity, creating motivating and practical content that drives agent activation, improves sales effectiveness, and strengthens long-term engagement with the company.The Trainer will act as the owner of training data and learning effectiveness, maintaining visibility of who was trained, when, and on what topics, while integrating learning insights into the CRM. This role will also support field coaching, adapt programs to different audiences, and ensure learning translates into real commercial impact.Key Responsibilities1) Training Needs Analysis & Enablement Strategy1) Training Needs Analysis & Enablement Strategy - Identify and continuously assess training needs across the Agent and Promotores lifecycle, from onboarding to advanced sales stages.Define a structured sales enablement roadmap:Agent onboarding and activationProduct knowledge and value propositionsClient needs identification and segmentationConsultative selling and solution positioningSales process, compliance, and best practicesAlign training priorities with commercial objectives, growth initiatives, and agent performance gaps.2) Onboarding, Activation & EngagementDesign and deliver onboarding programs that motivate agents to complete their registration, and contracting process efficiently.Create engaging learning experiences that accelerate time-to-first-sale and early productivity.Develop content that reinforces company culture, value proposition, and long-term agent commitment.Partner with Sales, Revenue Ops, Operations and Marketing teams to ensure onboarding consistency across markets.3) Content Design & Learning ExperienceDesign training materials across multiple formats, including:Live and virtual training sessionsSales playbooks and guidesMicrolearning and reinforcement contentAdapt training programs to different audiences (new agents, experienced agents, promotores, etc).Ensure content is practical, easy to apply, and directly connected to real sales scenarios.4) Learning Evaluation & Performance MeasurementDesign assessments, certifications, and evaluations to measure learning effectiveness and knowledge retentionTrack training completion, results, and impact on agent productivity.Continuously iterate training programs based on feedback, performance data, and business outcomes.Own and maintain training records for Agents and Promotores, including:Who was trainedWhen training occurredTopics and certification statusEnsure training data is accurately capturedWhat We’re Looking For6-10 years of experience in sales training, sales enablement, or commercial training roles, preferably within Insurance, Insurtech, Financial Services, or B2C sales environments.Experience training indirect sales forces (agents, promotores, brokers, or partners).Strong instructional design and facilitation skills, both virtual and in-person.Comfort working with CRM systems and learning data; experience integrating training insights into commercial tools is a plus.Ability to translate complex concepts into simple, actionable learning content.Advanced EnglishCore CompetenciesStrong communication and facilitation skills.Structured and detail-oriented with a strong execution mindset.High empathy and ability to connect with sales audiences.Data-informed approach to learning effectiveness.Adaptability to fast-changing, high-growth environments.
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