We are seeking an experienced and results-driven Final Expense Sales Trainer to lead the development, coaching, and performance enhancement of our sales teams. The ideal candidate will possess strong Final Expense sales expertise, exceptional coaching abilities, and a proven track record as a Senior Closer, Team Lead, Sales Coach, or Trainer within the Final Expense industry. This role is responsible for improving agent performance, driving sales effectiveness, ensuring compliance, and supporting the overall growth of the campaign.
Key Responsibilities
Training & Development
- Conduct onboarding and ongoing training programs for new and existing agents.
- Deliver comprehensive training on Final Expense products, underwriting guidelines, carrier requirements, compliance standards, and sales best practices.
- Coach agents on sales techniques, call flow management, rapport building, objection handling, customer qualification, and closing strategies.
- Develop and maintain training materials, including scripts, call guides, reference manuals, role-play exercises, and knowledge assessments.
- Facilitate refresher training sessions to reinforce product knowledge and address performance gaps.
Performance Coaching & Mentorship
- Monitor live and recorded calls to evaluate agent performance and identify coaching opportunities.
- Provide structured feedback, action plans, and one-on-one coaching sessions to improve individual and team performance.
- Identify skill gaps and implement targeted development plans to enhance sales effectiveness.
- Mentor underperforming agents and support their progression into consistent contributors.
- Track and analyze key performance indicators (KPIs), including conversion rates, transfers, quality scores, and productivity metrics.
Quality Assurance & Process Compliance
- Ensure adherence to company policies, campaign requirements, compliance regulations, and approved sales scripts.
- Evaluate call quality and sales interactions to maintain operational excellence.
- Monitor compliance with industry standards, including DNC and TCPA guidelines.
- Collaborate with Operations, Quality Assurance, and Management teams to resolve performance and process-related issues.
- Recommend process improvements to enhance customer experience and sales outcomes.
Leadership & Team Support
- Conduct regular team meetings, coaching sessions, workshops, and performance reviews.
- Partner with management to design and implement training strategies that improve productivity, retention, and agent engagement.
- Promote a culture of accountability, continuous learning, and high performance.
- Support supervisors and team leads in developing action plans for achieving campaign objectives.
Qualifications & Requirements
Experience
- Minimum 1-2 years of experience in Final Expense Sales as a Closer, Senior Closer, Team Lead, Sales Coach, or Trainer .
- Demonstrated success in coaching and developing sales teams within a call center environment.
- Strong understanding of Final Expense sales processes and life insurance products.
- Excellent communication, presentation, facilitation, and interpersonal skills.
- Strong leadership, mentoring, and motivational abilities.
- In-depth knowledge of Final Expense insurance products, underwriting criteria, and carrier guidelines.
- Expertise in objection handling, sales scripting, customer qualification, and closing techniques.
- Strong analytical and problem-solving skills with the ability to identify root causes and implement effective solutions.
- Ability to manage diverse personalities and foster a high-performance sales culture.
Technical Knowledge
- Proficiency in CRM systems, call monitoring platforms, quality management tools, and Microsoft Office applications, particularly Excel.
- Working knowledge of insurance carriers, underwriting requirements, DNC regulations, TCPA compliance, and industry best practices.
Preferred Candidate Profile
- Previous experience managing, coaching, or training Junior Closers (JCs) and Verifiers .
- Strong Final Expense closing experience with the ability to train agents on advanced sales and closing techniques.
- Passion for developing talent and driving continuous performance improvement.
- Results-oriented mindset with the ability to balance coaching, compliance, and productivity objectives.
- Medical Insurance
- Training Programs
- Market Competitive Salary + Lucrative Bonus
- Transportation Allowance For Females
- Experience: Minimum 1-2 years of experience in Final Expense Sales as a Closer, Senior Closer, Team Lead, Sales Coach, or Trainer.
- Shift: Night
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