Insurance Sales Trainer (Bilingual)

Job Description

Job Description

Who we are:

ManhattanLife Insurance and Annuity Company was founded in 1850, the Company’s longevity makes it one of the oldest and most reliable health and life insurance companies in the country. Operating successfully for over 175 years is a testimony to ManhattanLife’s enduring history, and an indicator of the reliability of our future. ManhattanLife’s headquarters are in Houston, TX and the company is continually growing with multiple office locations nation-wide. ManhattanLife offers attractive employee benefits starting day one, including immediate coverage under our health, dental and vision plans. We offer flexible schedules, including shortened hours on Fridays, free parking, company-wide events, professional development, and a company-wide wellness program.

Scope and Purpose:

The Product & Sales Enablement Trainer will play a critical role in supporting the growth and expansion of ManhattanLife's Individual Life & Health distribution. This position is responsible for designing, developing, and delivering engaging training programs that equip agents, brokers, and internal teams with the knowledge, tools, and confidence needed to successfully market and sell ManhattanLife products.

This individual will serve as the subject matter expert for product education and sales enablement, creating scalable learning resources while continuously evaluating and improving training effectiveness. The ideal candidate is an experienced trainer who understands the insurance sales process, thrives in front of an audience, and requires minimal direction to build and maintain a best-in-class training program.

Duties and Responsibilities:

• Training Program Development: Design, build, implement, and continuously improve ManhattanLife's comprehensive Life & Health product training program with minimal supervision.
• Training Delivery: Conduct engaging instructor-led virtual and in-person training sessions for agents, brokers, agencies, and internal associates.
• Sales Enablement: Develop training that not only teaches product knowledge but also equips agents with effective sales strategies, positioning techniques, objection handling, and best practices throughout the sales process.
• Content Development: Create and maintain high-quality training materials, including presentations, videos, job aids, quick reference guides, webinars, and on-demand learning resources.
• Curriculum Management: Ensure all training materials remain current with product enhancements, underwriting changes, regulatory updates, system enhancements, and market conditions.
• Internal Training: Provide ongoing education for Customer Service, Agent Support, Sales, Marketing, and other internal departments to ensure organizational product knowledge.
• Training Coordination: Manage the product training calendar, coordinate training requests, schedule sessions, and communicate the upcoming educational opportunities.
• Training Evaluation: Measure training effectiveness through participation metrics, surveys, knowledge assessments, and feedback while recommending improvements.
• Cross-Functional Collaboration: Work closely with Product Development, Sales, Marketing, Operations, Underwriting, Compliance, and Information Technology to ensure training reflects current business initiatives.
• Spanish Language Support: Deliver training sessions and educational materials in both English and Spanish to support our bilingual distribution partners.
• Industry Awareness: Stay current on insurance industry trends, competitor products, and adult learning methodologies to continuously improve ManhattanLife's training program.
• Other tasks and duties as assigned.

Minimum Qualifications:

• Bachelor's degree in Business, Education, Communications, Marketing, or a related field.
• Bilingual proficiency in Spanish.
• At least 3 years of professional training, sales enablement, adult education, or instructional design experience.
• Previous experience in the Life & Health insurance industry is strongly preferred.
• Demonstrated experience independently building and managing training programs from concept through execution.
• Strong understanding of insurance sales processes and producer distribution channels.
• Excellent presentation, facilitation, and public speaking skills.
• Experience developing engaging learning materials using Microsoft Office and modern presentation platforms.
• Comfortable presenting virtually using WebEx, Microsoft Teams, Zoom, or similar technologies.
• Strong organizational and project management skills with the ability to manage multiple priorities simultaneously.
  

Knowledge, Skills and Abilities:

• Exceptional interpersonal and relationship building skills.
• Energetic, outgoing, and engaging personality with a passion for teaching and developing others.
• Ability to simplify complex insurance concepts into clear, easy-to-understand training.
• Strong understanding of consultative selling and producer development.
• Highly self-motivated and capable of working independently with minimal supervision.
• Creative thinker who enjoys developing new educational content and improving existing programs.
• Strong written and verbal communications skills in both English and Spanish.
• Excellent time management and organizational abilities.
• Ability to quickly adapt to changing products, priorities, and business initiatives.
• Comfortable presenting to audiences ranging from individual agents to large national webinars.
• Proficient in Microsoft Office Suite and presentation software.

Travel Requirements:

This position requires approximately 10% travel, including agency visits, sales meetings, conferences, and industry events.

Professional Development:

• Establish annual objectives for professional growth.
• Keep pace with developments in product and operational processes.
• Learn and apply technologies that support professional and personal growth.
• Participate in the evaluation process.

Physical Demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may enable individuals with disabilities to perform essential functions. While performing the duties of this job, the employee is regularly required to stand; walk; use hands to finger, handle or feel objects, type, and use mouse; reach with hands and arms and talk and/or hear. The employee is required to sit for extended periods of time. The position may require lifting, pulling or moving items weighing upwards of 10 pounds as it relates to office or desk supplies.

Work Environment:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. While performing the duties of this job, the employee regularly works in an office environment. This role routinely uses standard office equipment such as computers, phones via WebEx, physical phone while in office, and photocopiers when necessary.

Other Duties:

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to the job at any time without notice.

AAP/EEO Statement:

ManhattanLife prohibits discrimination based on race, religion, gender, national origin, age, disability, veteran status, marital status, pregnancy, gender expression or identity, sexual orientation, or any other legally protected status. EOE Employer/Vet/Disabled. ManhattanLife values differences. We are committed to fostering an environment that attracts and retains a diverse workforce. With individuals from a variety of backgrounds, ManhattanLife will be better equipped to service our customers, increase innovation, and reduce risks. We encourage the unique perspectives of individuals and are dedicated to creating a respectful and inclusive work environment.

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