Insurance Services Trainer

Responsibilities Onboard, train, and develop Security Service Insurance agents and licensed branch staff to offer quotes and sell Personal and Commercial lines Insurance products to reach monthly sales goals. Partner with agency management to align training programs with company sales targets and revenue growth goals. Educate agents on using CRM systems, quoting software, and other agency technology. Ensure training aligns with state insurance regulations and company policies. Monitor agent performance, identify skill gaps, and implement strategies to increase sales, including role‑playing exercises for objection handling. Provide one‑on‑one coaching and training to new agents, guiding them through the sales cycle. Conduct in‑person and virtual workshops, webinars, and seminars covering sales techniques, product knowledge, and compliance. Create and update training materials, including presentations and digital content for onboarding hires and upskilling existing agents. Maintain a thorough understanding of insurance ethics and regulations in each licensed state and complete any related duties to drive the organization’s vision. Qualifications Bachelor’s degree in Business, Education, or equivalent. Proven experience in insurance sales (Personal and Commercial) – 5+ years. Active General and Surplus Lines license required. Insurance sales training experience – 3+ years. Deep knowledge of adult learning techniques. Experience in coaching, training, and developing sales producers to maintain and improve productivity/sales results. In‑depth knowledge of insurance products, sales methodologies, rating procedures, underwriting, industry operations, and regulatory requirements. Experience with Vertafore Agency Management System(s) (AMS360/PL Rater/Agency Zoom). Strong communication skills, both verbal and written, to explain complex issues. Knowledge of Microsoft Office suite. Preferred Qualifications General lines and Surplus Lines license. Industry designation desirable (CPCU, AINS, AIS). Persuasive, focused, and multitasking ability. Ability to perform a large number of steps in a complex system with accuracy and speed. About the Company Security Service Federal Credit Union is an industry leader that has built a reputation for innovation, strength, and stability. We pride ourselves on discovering and developing employees who have exceptional character and a genuine passion for helping others. In return, we deliver a comprehensive total rewards package that supports the financial, physical, and emotional wellbeing of our employees. Core Values All employees should demonstrate our SSFCU core values -- Caring, Innovative, Honest, Fair and Dedicated -- while providing enthusiastic, professional, and courteous service to SSFCU members and employees. Benefits SSFCU offers a comprehensive total rewards package. Benefit options include medical, dental and vision insurance; health savings and flexible spending accounts; company‑paid employee life insurance; supplemental life insurance plans; supplemental insurance plans for hospital and critical accident; short‑term disability; company‑paid long‑term disability; paid sick and safe leave; paid vacation; 401(k) match with immediate vesting; tuition reimbursement; employee tenure and award programs; access to an on‑site fitness center or gym membership reimbursement program. Employees can participate in our award‑winning Total Wellbeing program that focuses on physical, financial and emotional wellbeing. We invest in our communities through our Volunteer Corps and in you, through ongoing growth and development opportunities. Equal Employment Opportunity Statement We are an EEO Employer that provides equal employment opportunities to all qualified applicants without regard to race, sex, sexual orientation, gender identity, national origin, color, age, religion, protected veteran or disability status, or genetic information. #J-18808-Ljbffr