Job Description

Job Description

Job Description

Description:

About Agility Insurance Services

Agility Insurance Services is a leading Field Marketing Organization (FMO) specializing in Medicare, life, and health insurance products. Our focus on innovation, support, and resource provision has made us a trusted partner for independent agents and agencies nationwide. As we continue to grow, we strive to cultivate a collaborative environment that empowers our teams to deliver exceptional value to our partners.

Position Summary

The National Medicare Sales Trainer plays a key role in developing and executing Agility's training strategy across the U.S., with a focus on the Spanish-speaking market . The individual will design, deliver, and continuously enhance comprehensive training programs that strengthen agent knowledge, sales effectiveness, and compliance in the Medicare space.

This is a strategic individual contributor role (no direct reports), ideal for a dynamic training professional who thrives on building agent capability, driving sales performance, and fostering a culture of learning.

Preferred Location : DFW Metroplex, Houston, Central Florida, or South Florida

ROLE RESPONSIBILITIES

Training program design and delivery

• Develop, implement, and manage national training programs focused on Medicare and related health insurance products.
• Create and deliver engaging training content in both English and Spanish leveraging diverse instructional methods, live workshops, webinars, and digital modules.
• Ensure all materials are compliant with CMS and carrier standards and reflect current product offerings and market updates.

Agent Enablement and Development

• Equip agents with the knowledge and confidence to sell and service Medicare products effectively , with special emphasis on cultural alignment and communication in the Spanish-speaking market.
• Conduct in-person and virtual training sessions to improve agent proficiency in compliance, sales processes, and client engagement.

Program Evaluation and Optimization

• Measure training impact using feedback, assessment scores, and performance data to identify opportunities for improvement.
• Continuously refine curriculum and delivery based on learner engagement, regulatory changes, and business goals.

Cross-Functional Collaboration

• Partner closely with Sales, Marketing, Compliance, and Product teams to align training initiatives with Agility's strategic direction.
• Provide ongoing coaching, tools, and guidance to agents and agency partners.

Market Expertise

• Serve as a subject matter expert for the Spanish-speaking Medicare market , ensuring cultural and linguistic nuances are reflected in all training initiatives.
• Stay ahead of industry trends, CMS regulations, and competitor activities to ensure Agility remains a trusted and innovative training leader.

PREFERRED QUALIFICATIONS

• Background in field marketing organizations (FMO) , agencies, or carrier training roles.
• Experience developing digital learning platforms or e-learning modules.

MINIMUM REQUIRED QUALIFICATIONS

• Bilingual proficiency : Fluent in English and Spanish (spoken and written).
• Minimum 5 years of experience in sales training, learning & development, or education-preferably within insurance, Medicare, or healthcare sectors.
• In-depth knowledge of Medicare and Medicare Advantage products.
• Strong presentation, communication, and facilitation skills with the ability to engage diverse audiences.
• Demonstrated success in curriculum design and adult learning methodologies .
• Ability to travel as needed for national training events, conferences, and partner meetings.

Job Type : Full Time, Remote

Location : DFW Metroplex, Houston, Central Florida, or South Florida

Compensation & Benefits:

• Comprehensive benefits package (medical, dental, vision, 401(k), etc.).
• Opportunities for professional growth and development through ongoing training and industry certifications.
• A collaborative and supportive work culture that values innovation, integrity, and teamwork.
• The chance to lead and optimize a key function within a rapidly growing FMO, contributing to the success of agents and partners nationwide.

NOTE:

This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the incumbents will possess the skills, aptitudes, and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. This document does not create an employment contract, implied or otherwise, other than an “at will” relationship. Agile People and Payroll provides equal employment opportunities to all applicants, without regard to unlawful considerations of or discrimination against race, religion, creed, color, nationality, sex, sexual orientation, gender identity, age, ancestry, physical or mental disability, medical condition or characteristics, marital status, or any other classification prohibited by applicable local, state, or federal laws. Agile People and Payroll may obtain a 'consumer report' about you from a consumer reporting agency for employment purposes. A 'consumer report’ is a background screening report that may contain information regarding your criminal history, driving history, and information about you.

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