Note: The job is a remote job and is open to candidates in USA. Trucordia is an insurance brokerage focused on delivering solutions and experiences for its clients and stakeholders. The Learning and Sales Enablement Manager supports the end-to-end sales learning experience for producers by facilitating training, supporting onboarding and sales programs, providing coaching, and improving adoption of enablement tools and processes.
Responsibilities
- Facilitate instructor-led, virtual, and hybrid training sessions for new and existing producers, including sales process training and sales enablement tool training
- Support the execution and facilitation of Basecamp, including agenda delivery, breakout facilitation, coaching labs, and post-event reinforcement activities
- Deliver ongoing training sessions to reinforce skills, tools, processes, and product knowledge
- Provide ongoing service and training support to producers with questions related to sales processes, sales enablement tools, and workflow best practices
- Design and facilitate a coaching program to support new producers as they progress through the 365-producer onboarding experience
- Act as a trusted point of contact for producers needing support with systems, training access, and development guidance
- Support and implement the formal new producer 365 onboarding experience
- Conduct welcome sessions, onboarding check-ins, and skill-building sessions as part of new hire ramp-up
- Ensure producers understand available learning paths and how to access training materials across Trucordia University, The Alliance platform, and WebCE
- Facilitate training on sales enablement tools, templates, playbooks, scripts, and systems that producers rely on in their day-to-day workflows
- Provide field support and “office hours” to ensure adoption and correct usage of these tools
- Support incoming questions and learning requests around producer enablement tools and processes
- Identify recurring tool-use challenges and partner with the Director to create job aids, updated process guides, or additional training
- Partner with you learning central team members to deploy training content, assist with course setup, and support eLearning implementation
- Work closely with other Sales Learning Team members to keep producer training consistent and aligned across platforms
- Assist in maintaining training materials, updating content, and supporting content governance processes
- Track producer progress and participation across LMS systems and training platforms
- Collect feedback from training sessions (surveys, pulse checks, knowledge checks) to identify learning gaps
- Recommend improvements to learning programs, content, and delivery methods to enhance producer readiness and adoption
Skills
- 4+ years' experience facilitating training for large groups (live and virtual)
- 3+ years of experience in teaching new systems and technical training
- 1+ years' experience in the insurance industry as a licensed producer or have worked closely with producers
- Demonstrated ability to partner with SMEs and collaborate across departments
- Proficiency with Microsoft Office 365, especially PowerPoint
- Strong understanding of adult learning methodologies and training best practices
- Excellent communication skills and the ability to explain complex concepts clearly
- Experience with eLearning tools or instructional design software
- Familiarity with Salesforce or similar CRM platforms
- Insurance designations such as CIC, CPCU, ARM, CPAI, TRA
- Learning/Training certifications such as CPLP, CPDT, APTD, or similar
Benefits
- Medical, Dental, Vision
- Life and AD&D insurance
- FSA / HSA
- Commuter & Child Care FSA
- Cancer Support Benefits
- Pet Insurance
- Accident & Critical Illness
- Hospital Indemnity
- Employee Assistance Program (EAP)
- 11 Paid Holidays
- Flexible PTO
- 401K
- Remote work
Company Overview