What are the responsibilities and job description for the Producer & Sales Training Specialist position at Trucordia?
Extraordinary opportunity. Exceptional experience.
Sometimes in life, you find yourself in the right place, at the right time, looking at an opportunity so extraordinary it cannot be ignored. At Trucordia, our company is built on wildly successful businesses in our communities across the country, and now we’ve come together to create the next great insurance brokerage. We offer an unrivaled combination of people, tools and solutions, and deliver exceptional experiences and unrivaled opportunities for our employees, clients and stakeholders.
We celebrate both individual successes and collective accomplishments, making sure the industry recognizes the remarkable company we’re building together, as well as the impact we’re having on our clients and communities. Ranked as one of the fastest-growing companies in the U.S. for three consecutive years, we have more than 5,000 team members in 200 offices across the country, who actively, genuinely care about our clients, each other and the quality of our work, and in every interaction, represent a company that people want to work for and do business with.
Trucordia Values
This role will support Trucordia’s New Producer Development plan by coordinating and facilitating sales training for both new and existing producers. The ideal candidate will champion Trucordia’s growth-driven culture, equipping producers with the skills and knowledge to succeed. They will work closely with sales leaders to provide coaching and mentorship while leading and coordinating ongoing monthly sales training initiatives.
Duties And Responsibilities
Trucordia is an equal opportunity employer. We believe that every employee has the right to work in an environment that is free from all forms of discrimination. It is our policy that all decisions involving any aspect of the employment relationship such as hiring, compensation and training, promotions, transfers, discipline, and termination will be based on merit, qualifications, and abilities. Such decisions will be made without regard to age, ancestry, color, race, national origin, disability, protected medical condition, genetic information, military service, veteran status, citizenship status, religion, creed, sex, gender, gender identity, sexual orientation, pregnancy, childbirth, marital status, or any other condition, characteristic or activity protected by law. Discrimination based on any of these factors is contrary to our operating philosophy.
Attention Recruitment Agencies: Trucordia does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered property of Trucordia, and we will not be obligated to pay a referral fee. This includes resumes submitted directly to hiring managers without contacting Trucordia's Talent Acquisition Department.
Sometimes in life, you find yourself in the right place, at the right time, looking at an opportunity so extraordinary it cannot be ignored. At Trucordia, our company is built on wildly successful businesses in our communities across the country, and now we’ve come together to create the next great insurance brokerage. We offer an unrivaled combination of people, tools and solutions, and deliver exceptional experiences and unrivaled opportunities for our employees, clients and stakeholders.
We celebrate both individual successes and collective accomplishments, making sure the industry recognizes the remarkable company we’re building together, as well as the impact we’re having on our clients and communities. Ranked as one of the fastest-growing companies in the U.S. for three consecutive years, we have more than 5,000 team members in 200 offices across the country, who actively, genuinely care about our clients, each other and the quality of our work, and in every interaction, represent a company that people want to work for and do business with.
Trucordia Values
- We actively, genuinely CARE about our clients, each other and the quality of our work, and in every interaction, represent a company that people want to work for and do business with.
- We COLLABORATE continuously because, together, we are more powerful and make amazing things happen for our clients and company.
- We LEAD with intelligence, hunger, curiosity, energy and a future-focused attitude of “what’s next”?
- We are RESULT-ORIENTED, growth-focused and driven to out-perform expectations of what an insurance brokerage can achieve.
- We CELEBRATE both individual successes and collective accomplishments, making sure the industry recognizes the remarkable company we’re building together, as well as the impact we’re having on our clients and communities.
This role will support Trucordia’s New Producer Development plan by coordinating and facilitating sales training for both new and existing producers. The ideal candidate will champion Trucordia’s growth-driven culture, equipping producers with the skills and knowledge to succeed. They will work closely with sales leaders to provide coaching and mentorship while leading and coordinating ongoing monthly sales training initiatives.
Duties And Responsibilities
- Facilitate and coordinate all Trucordia sales training and insurance technical training programs for producers.
- Develop, implement, and manage a structured 30-60-90-day onboarding experience for new producers, including coaching and mentorship support.
- Partner with Platform and Operations Sales leaders to assess training needs, address knowledge gaps, and enhance development opportunities.
- Collaborate with the corporate learning team to deliver instructor-led training, eLearning, and virtual programs.
- Equip Sales leaders and platform mentors with the necessary resources and training to support producer development.
- Track and report training completion and progress within Trucordia University, The Alliance platform, WebCE, and the company LMS.
- Use assessment tools—including surveys, pulse checks, and knowledge checks—to evaluate training effectiveness and identify areas for improvement.
- Support ongoing learning initiatives and adapt training strategies as business needs evolve.
- 2 years of experience with facilitating large groups, in the classroom and virtually.
- 4 years in the insurance industry and insurance knowledge as a licensed producer
- Consultation, and working with SME at all levels of the organization.
- System knowledge: Microsoft Office 365, especially PowerPoint
- Knowledge of adult learning methodologies and understanding of instructional design concepts.
- Ability to travel often.
- 1 years of instructional design, knowledge of authoring tools, and LMS usage
- Experience with Salesforce
- Insurance designations, CIC, CPCU. ARM, CPAI, TRA
- Learning Designations, CPLP, CPDT or APTD certification
- Medical, Dental, Vision
- Life Insurance and AD&D
- FSA / HSA
- Accident & Critical Illness
- Hospital Indemnity
- Pet Insurance
- Employee Assistance Program (EAP)
- 11 Paid Holidays
- Flexible PTO
- 401K
Trucordia is an equal opportunity employer. We believe that every employee has the right to work in an environment that is free from all forms of discrimination. It is our policy that all decisions involving any aspect of the employment relationship such as hiring, compensation and training, promotions, transfers, discipline, and termination will be based on merit, qualifications, and abilities. Such decisions will be made without regard to age, ancestry, color, race, national origin, disability, protected medical condition, genetic information, military service, veteran status, citizenship status, religion, creed, sex, gender, gender identity, sexual orientation, pregnancy, childbirth, marital status, or any other condition, characteristic or activity protected by law. Discrimination based on any of these factors is contrary to our operating philosophy.
Attention Recruitment Agencies: Trucordia does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered property of Trucordia, and we will not be obligated to pay a referral fee. This includes resumes submitted directly to hiring managers without contacting Trucordia's Talent Acquisition Department.
