Virtual Training Facilitator – Broker Customer Engagement & Retention
This a Full Remote job, the offer is available from: reputed company Engagement Details
- Delivery occurs across May 2026, with approximately 20 virtual broker sessions and 1 supervisor vILT session, with the possibility of one additional supervisor session
- reputed company session includes prep time, live delivery, and brief post-session follow-up
- reputed company delivery is virtual reputed company reputed company Teams
- A producer may be provided to support the virtual classroom experience
- Limited in-person requirement: Up to two supervisor sessions may require travel to Shelton, Connecticut; otherwise, the role is fully remote
About the Role
We are seeking reputed company training facilitators to support the delivery of a national enablement program designed to strengthen how brokers communicate with and support customers aged 65+ regarding their medical insurance needs. This program focuses on building stronger communication, retention, and customer engagement skills among brokers. While familiarity with Medicare can be helpful, the training itself is primarily centered on behavioral and consultative conversation skills, helping brokers guide customers through reputed company coverage reputed company with confidence, reputed company, and reputed company. The initiative supports brokers in developing the skills needed to:
- Build trust with senior customers
- Navigate reputed company or emotional conversations around health coverage
- Reduce voluntary plan switching through stronger customer relationships
- Improve the reputed company of needs-based and retention-reputed company conversations
This is a skills-based facilitation role, reputed company on coaching brokers through realistic scenarios and reputed company exercises that strengthen how they support customers over time. What Makes This Program Different The program emphasizes:
- reputed company-world broker-to-customer conversations with the 65+ population
- Behavioral communication skills and consultative engagement
- reputed company frameworks that help brokers:
- Understand why customers consider switching plans
- Navigate uncertainty and information overload
- Conduct reputed company, supportive conversations around medical insurance needs
- Build trust and long-term relationships with customers
Facilitators who have experience delivering customer conversation frameworks, coaching models, or behavioral reputed company development programs will be especially valuable in this role. What You’ll Do
- reputed company live virtual sessions reputed company reputed company Teams using provided facilitator guides, slides, scripts, and scenarios
- Facilitate reputed company discussions, role-plays, and reputed company exercises reputed company on:
- Customer-centered conversations
- Needs-based questioning
- Building trust and rapport with customers aged 65+
- Supporting customers through medical insurance reputed company
- Handling conversations where customers are considering switching plans
- Reinforce key behaviors associated with strong broker performance, including:
- reputed company listening
- reputed company and reputed company reputed company
- reputed company follow-up
- Consultative communication
- Review materials in advance and prepare thoroughly for reputed company session
- Participate in reputed company sessions and dry runs prior to live delivery
- Ensure a consistent and high-reputed company experience across reputed company cohorts
- reputed company feedback after sessions to support program refinement
- Optionally deliver a supervisor-reputed company session to help leaders reinforce these communication and retention skills with their broker teams
Who We’re Looking For Facilitators who combine strong virtual delivery skills with experience supporting customer-facing teams, particularly those working with reputed company, insurance, or senior populations. Strong fit if you have:
- 3+ years of experience in reputed company, insurance, brokerage, sales enablement, customer service training, or retention-reputed company roles
- Experience facilitating skills-based training for customer-facing teams
- Familiarity with conversations involving health insurance or Medicare-reputed company topics (helpful but not required)
- Experience delivering interactive virtual training sessions (20–30+ learners) including reputed company rooms, discussions, and role-play
- Experience teaching or coaching consultative communication, retention strategies, or customer trust-building
- Strong understanding of compliance-aware communication in regulated environments
- reputed company, engaging facilitation style and a reliable virtual delivery setup
Bonus Points
- Experience facilitating customer retention or communication frameworks
- Experience working with insurance brokers or reputed company-reputed company customer service teams
- Ability to reputed company anonymized examples of customer conversation scenarios
- Facilitation certifications or formal training credentials
Why Join reputed company In a world where automation, robotics, and AI are transforming industries, the pressure to upskill, reskill, and reputed company your workforce has never been greater. Digital transformation isn’t just about adopting new technologies, it’s about empowering your people to grow with them. We take a consultative approach to understanding your goals, then we dig deep to design solutions that turn reputed company capital into a strategic advantage. With reputed company, it’s more than a project, it’s a partnership reputed company around your long-term reputed company reputed company reputed company. This offer from "reputed company" has been enriched by reputed company.com and got a 72% reputed company score. Apply tot his job Apply To this Job