Agency Training Director

Summary of Responsibilities:

 

The Agency Training Director has primary responsibility for the training in the agency, including assessing needs, coordinating training schedules and resources, and assessing training effectiveness.  The Training Director leverages existing enterprise-wide programs including broker dealer and advanced markets as well as industry training programs.  The Training Director is responsible for ensuring that all training and development programs meet all Agency certification and compliance requirements.

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Principal Responsibilities:

 Primarily responsible for classes of hires with length of service from one to four years.Conduct and reinforce initial career training for Financial Services Representatives in line with Essential Skills New Hire Training Program.  Leverage product wholesalers and other corporate training resources as appropriate.Ensure that all training and development programs being delivered at the local level meet all company and regulatory requirements. Coordinate and deploy training and development programs that support the agency’s strategic business plans, linking their individual development to those plans. Orient newly hired, experienced Financial Services Representatives to the business and assure that all programs offered are relevant and effective for experienced Financial Services Representatives. Partner with other MetLife business groups to obtain needed training and development resources. Conduct or facilitate professional designation and industry training courses. Guide both new and experienced Financial Services Representatives through the Career Path.  Help them to decide on a career specialty, e.g. Business Planning, and track progress towards goals.Monitor and implement In-Agency On-The-Job Training program leveraging the Essential Skills New Hire Training Program. Maintain training records and track results of Financial Services Representatives, e. g. production, etc. Facilitate continuing education training programs for Financial Services Representatives.  Support the Managing Director’s efforts to ensure all training material is approved and that it remains in compliance with state licensing requirements. Act as liaison with home office training department to leverage existing tools and programs. Assist in recruiting/selection process as needed, acting as a subject matter expert on training. Coordinate agency off-site meetings, e.g. sales builders.Responsible for consistent training platform including any detached agencies if applicable.

 

Knowledge/Skills/Competencies Required:

 Life and Health LicensedRequired NASD Service 6 Registration; Series 7 preferredExcellent verbal and written communication skills, as well as excellent presentation skills. Problem solving, leadership, interpersonal and coaching skills, as well as the ability to develop relationships, partnerships, and work collaborativelyAbility to demonstrate commitment to professional work environmentMust be a self-starter and have the ability to manage own performance effectively, plans and organizes time and priorities to achieve business results. Ability to identify potential candidates and the ability to persuade candidates to enter the recruiting processKnowledge of or ability to learn MetLife products and ability to explain products and assist Financial Services Representatives in understanding the productsTechnical and functional expertise with ability to seek technical knowledge and skills to meet the needs of both external and internal customersKnowledge of industry trends and field management best practicesAbility to understand the technology and company software including Microsoft Office Suite, Financial Profiles+ Professional and Forecaster, Lotus Notes, etc Knowledge of compliance regulations and policies and ability to apply MET policies and procedures. Knowledge of and ability to understand and team MetLife’s life insurance sales processesProduces results; retention increases for hires with length of services between one and two years; directs action toward achieving goals that are critical to agency’s successDemonstrated skills associated with development and effective delivery of training material; transfer of skillsSales experience working in the Financial Services Industry Ability to learn and install training systems, products and programsStrong project and time management skills

 

Job Requirements:

 

·  Financial Sales Experience (minimum 2 years)

·  Life and Heath License, NASD Series 6 & 63 Registrations

·  College Degree

·  Have completed a Professional Designation (e.g. CLU, ChFC, etc)

 

 

 

 To apply, please follow the link below:

http://careers.peopleclick.com/careerscp/client_metlife/external/gateway.do?functionName=viewFromLink&jobPostId=20856&localeCode=en-us