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Title

Training Manager 

Category Sales and Marketing  
Description

Job Description

The position reports to the Vice President, Head of Sales. This position has overall responsibility for all product training, competitive analysis, sales concept/sales idea formulation, agent training programs, sales team training and field facing training initiatives. The role also acts as an Assistant Product Manager supporting all new product development processes putting in place strategic, tactical and oversite plans and documentation. As such, the role crosses multiple disciplines including operations, technology, marketing, and sales and acts the point on all new product planning and launch activities.

Key Responsibilities:

  • Develop robust competitive analysis processes and output for NWL Annuity and Life products versus all leading competitors
  • Determine strengths, weaknesses, and gaps in NWL products through analysis
  • Create training, sales ideas, sales scripts highlighting competitive positioning
  • Consistently update and train internal and external NWL Sales Teams on competitive environment and product positioning ideas
  • Build training decks, webinars and sales concept tools working with marketing
  • Manage new product development and launch activities for Sales & Marketing having oversite for tactical launch plans in partnership with operations
  • Manage all product updates, specifically Rate Change processes
  • Initiate a NWL Training Academy and build-out a comprehensive training curriculum for agent training including the oversite of mandatory training programs
  • Assist in the development of Home Office Due Diligence Agent meeting programs and workshops: Key Office Personnel Mtg, Sales & Marketing Leadership Mtg., Advisory Council
  • Deliver training presentations at key NMO meetings in partnership with RSDs
 
Position Requirements

Position Requirements:

  • Strong organizational skills
  • Good interpersonal & communication skills
  • Ability to multi-task and adapt to change
  • Strong analytic skills including advanced use of Excel, PowerPoint
  • Understanding of business environment and industry trends
  • Good fundamental knowledge of annuity and life products
  • Ability to develop sales presentations, position statements, sales concepts
  • Presentation skills that influence results

Education & Experience:

  • Bachelor’s degree and 5 plus years direct experience is preferred
  • Prior life insurance or annuity sales or marketing roles required
  • CFP, CLU, ChFC highly desired

Supervision & Leadership:

  • No Supervision responsibilities

Work Environment:

  • This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.
  • Regular and predictable attendance is required. Overtime may be required at peak times.
  • The employee is regularly required to use hands to handle or feel. The employee is regularly required to talk or hear.
  • The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of their job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Statement of Other Duties Proviso:

  • The information contained in this job description is not intended to be an all-inclusive list of duties and responsibilities, skills and abilities, or other listed requirements.
  • Management may, at its discretion, assign, reassign, or add additional duties and responsibilities to this job at any time.
  • The duties and responsibilities in this job description may be subject to change at any time due to reasonable accommodation or other reasons.

 
Full-Time/Part-Time Full-Time  
Position Training Manager  
Exempt/Non-Exempt Exempt  
About the Organization
National Western Life provides high quality insurance products on a global basis to meet the financial security needs of well-defined market segments. We provide professional and friendly service to our policyholders and agents and are responsive to the needs of our employees, shareholders and the community.
 
EOE Statement We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law.  

This position is currently accepting applications.

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