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Compliance Sales Trainer
2 weeks ago
Job Title: Compliance Sales Trainer
Location: Remote or In-Office (Flexible)
Job Type: Full-Time | W2
Compensation: $24/hour + Performance Bonuses and Benefits
About the Role:
- We are seeking a knowledgeable and energetic Compliance Sales Trainer to lead sales training, coach Medicare agents, and ensure all sales activities align with CMS (Centers for Medicare & Medicaid Services) compliance standards. This role plays a critical part in agent development, ensuring high performance and ethical sales practices across the board.
- o As a Compliance Sales Trainer, you'll be responsible for delivering virtual training, conducting one-on-one coaching sessions, and acting as a compliance resource for the sales team. You will also contribute to training material development and support ongoing compliance and performance initiatives.
Key Responsibilities:
Sales Training & Development
- Lead training sessions focused on effective sales techniques, objection handling, and client engagement strategies specific to Medicare products
- Conduct role-play scenarios and live demonstrations to reinforce best practices
Compliance Education
- Train agents on CMS guidelines to ensure full compliance in all sales and marketing activities
- Monitor compliance adherence and provide corrective coaching as needed
- Stay current on regulatory changes and update training materials accordingly.
Performance Coaching
- Provide one-on-one and group coaching to improve agent conversion rates and communication skills
- Set performance goals and track progress against key metrics
- Deliver actionable feedback and personalized development plans
Sales Support
- Serve as a subject matter expert on plans, compliance, and suitability
- Support agents during high-volume periods (e.g., AEP) with strategic guidance
- Help resolve escalated compliance or client issues
Training Material Development
- Create and update training guides, manuals, and supporting documentation
- Ensure training content is engaging, clear, and compliant
Reporting & Feedback
- Track coaching and training sessions, agent performance, and compliance issues
- Report trends, training effectiveness, and gaps to leadership for improvement
Team Collaboration
- Work closely with QA, compliance, and team leads to align goals and strategies
- Participate in team meetings to share feedback and solutions
Required Qualifications:
- 2+ years in sales training, compliance, or a related role (preferably Medicare or insurance)
- Deep understanding of CMS guidelines and compliant sales practices
- Proven ability to lead engaging training sessions
- Proficient in Microsoft Office Suite: PowerPoint – for creating training presentations, Word – for documentation and training content, Excel - for tracking metrics and Outlook – for communication and scheduling
Preferred Qualifications:
- Experience with Learning Management Systems (LMS), Zoom, Teams, etc
- Licensed to sell Medicare insurance
- Bilingual (Spanish/English) is a plus, but not required
Job Type: Full-time
Pay: From $24.00 per hour
Expected hours: 40 per week
Work Location: Remote
