Role & responsibilities
Onboarding & Induction: Conduct structured orientation programs for recent advisors, agents, and agency managers.
Product &
Skills Training:
Deliver engaging training on financial/insurance products, selling techniques, lead generation, and objection handling.
Field Joint Work & Coaching: Shadow agents on field visits to provide real-time feedback and high-impact sales coaching.
Performance Tracking: Monitor post-training agent performance, identify skill gaps, and run targeted refresher modules.
Compliance & Licensing: Ensure all agents transparent mandatory licensing exams and strictly adhere to industry regulatory guidelines.
Preferred candidate profile
Activation Rate: % of newly onboarded agents making their first sale within 3060 days.
Batch Pass Rate: Licensing/certification exam pass rate for recent trainees.
Agent Productivity: Average revenue/business volume generated per trained agent.
📌 Agency Trainer Pune
🏢 Orange Corporate Solution
📍 Pune
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