Trainer – Insurance Sales (Life Insurance / Health Insurance / Term Insurance)
Job Role
We are looking for an experienced Insurance Sales Trainer who can train, coach, and develop high-performing sales teams. The ideal candidate should have hands-on experience in Life Insurance Sales Training, product training, telesales coaching, and performance improvement within the insurance industry.
Key Responsibilities
- Conduct classroom and on-floor training for Term Insurance, Life Insurance, Health Insurance, ULIPs, Retirement Plans, and Investment Products.
- Deliver induction training for new hires and refresher training for existing sales teams.
- Train advisors and telesales executives on sales techniques, objection handling, customer need analysis, and closing skills.
- Design and update training content, SOPs, presentations, role plays, assessments, and learning materials.
- Monitor trainee performance through mock calls, live call audits, quizzes, and coaching sessions.
- Identify skill gaps and implement structured improvement plans to increase sales conversions and productivity.
- Ensure adherence to IRDAI guidelines, compliance standards, and insurance regulations.
- Collaborate with Sales Managers and Team Leaders to improve team performance and achieve business targets.
- Track training effectiveness using KPIs such as conversion ratio, quality score, productivity, and knowledge assessment.
- Stay updated with new insurance products, market trends, and competitor offerings.
Candidate Profile
- Minimum 2+ years of experience as an Insurance Trainer, Sales Trainer, or Process Trainer.
- Prior experience in Life Insurance, Health Insurance, Term Insurance, or BFSI industry is mandatory.
- Strong understanding of insurance products, sales cycle, and customer acquisition.
- Experience in training Telesales, Inside Sales, BPO Sales, or Direct Sales teams.
- Excellent communication, presentation, facilitation, and coaching skills.
- Ability to motivate teams and drive measurable performance improvement.
- Comfortable using Microsoft PowerPoint, Excel, Google Workspace, and Learning Management Systems (LMS).