Manager, Training & Performance

Job Summary

The Life Insurance Training & Performance Manager is responsible for designing, implementing, and evaluating training programs that enhance the knowledge, sales capabilities, and professional development of insurance agents. The incumbent ensures agents are equipped with comprehensive knowledge of life insurance products, regulatory requirements, sales processes, to achieve organizational growth objectives.

Responsibilities

• Develop and execute annual training plans aligned with business objectives and targets
• Facilitate Agents onboarding for new insurance agents
• Design and deliver training on:

• Life insurance products
• Regulatory and compliance requirements
• Sales techniques
• Digital sales tools
• Customer Service and relationship management

• Evaluate agent readiness to sell on behalf of TATIL Life
• Assist in Agent recruitment and selection
• Conduct agent performance reviews at established timeframes
• Analyze agent performance including:

• New business production
• Persistency rates
• Applications
• Premium income generated
• Customer Retention rates

• Act as the subject matter expert on TATIL Life insurance products and sales development initiatives
• Support talent development and planning initiatives for business continuity.
• Provide comprehensive support to all functions of the sales force, ensuring alignment with departmental objectives and business growth targets including reporting weekly production and sales and recruiting activity.

• Leverage social media, digital platforms, and AI-enabled tools to enhance agent productivity, training effectiveness, recruitment initiatives, and sales performance.  
• Administer and validate sales compensation programs, including bonuses, incentives, contests, conventions, and commission calculations, while resolving related agent queries in a timely manner.
• Support the implementation and continuous improvement of sales processes, systems, reporting, and operational initiatives across the department. 
• Supervise and manage staff reporting directly to the role, ensuring effective performance, development, and accountability. 
• Perform any other duties required to support the sales organization and achieve departmental objectives. 
• Develop, maintain, and continuously update product manuals, sales guides, training materials, operating procedures, and process documentation to ensure accuracy, regulatory compliance, and consistency across the sales force.
• Ensure all product, process, commission, and operational documentation remains current and reflects changes in business practices, systems, regulatory requirements, and sales strategies. 

Education & Qualifications

• Minimum of a Bachelors Degree in Business, Insurance and Risk, Marketing, Finance, or related field.
• Strong track record in achieving sales targets.
• Insurance certification (e.g. LUTCF, or equivalent) is an advantage but not mandatory.

Training

• Customer Service
• Existing Life Insurance License an asset

Experience

• 3-5  years' experience in sales (insurance, financial services, or related field an asset).
• Experience in Life Insurance product training & development