Learning and Sales Enablement Manager

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 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 across 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

1. 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.
2. We COLLABORATE continuously because, together, we are more powerful and make amazing things happen for our clients and company.
3. We LEAD with intelligence, hunger, curiosity, energy and a future-focused attitude of “what’s next”?
4. We are RESULT-ORIENTED, growth-focused and driven to out-perform expectations of what an insurance brokerage can achieve.
5. 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.

Summary
The Learning and Sales Enablement Manager plays a key role on the Sales Enablement & Producer Development team, supporting the end‑to‑end sales learning experience for all producers. This role facilitates training on sales enablement tools/systems, supports delivery of Basecamp and other producer sales programs, and provides ongoing guidance to producers on processes, systems, and skill development. The Learning Experience Partner collaborates closely with producers, sales leaders, development product managers, and their fellow learning team members to ensure producers receive high‑quality training, timely support, and a consistent development experience across the organization.

Key Responsibilities

Training Facilitation & Delivery

• Facilitate instructor‑led, virtual, and hybrid training sessions for new and existing producers, including sales process training and sales enablement tool training.
• Support the execution and facilitation of Basecamp, including agenda delivery, breakout facilitation, coaching labs, and post‑event reinforcement activities.
• Deliver ongoing training sessions to reinforce skills, tools, processes, and product knowledge.

Producer Support & Coaching

• Provide ongoing service and training support to producers with questions related to sales processes, sales enablement tools, and workflow best practices.
• Design and facilitate a coaching program to support new producers as they progress through the 365-producer onboarding experience. 
• Act as a trusted point of contact for producers needing support with systems, training access, and development guidance.

Onboarding & Development Support

• Support and implement the formal new producer 365 onboarding experience.
• Conduct welcome sessions, onboarding check‑ins, and skill‑building sessions as part of new hire ramp‑up.
• Ensure producers understand available learning paths and how to access training materials across Trucordia University, The Alliance platform, and WebCE.

Sales Enablement Tools Support

• Facilitate training on sales enablement tools, templates, playbooks, scripts, and systems that producers rely on in their day-to-day workflows.
• Provide field support and “office hours” to ensure adoption and correct usage of these tools.
• Support incoming questions and learning requests around producer enablement tools and processes
• Identify recurring tool‑use challenges and partner with the Director to create job aids, updated process guides, or additional training.

Content & Collaboration

• Partner with you learning central team members to deploy training content, assist with course setup, and support eLearning implementation.
• Work closely with other Sales Learning Team members to keep producer training consistent and aligned across platforms.
• Assist in maintaining training materials, updating content, and supporting content governance processes.

Measurement & Continuous Improvement

• Track producer progress and participation across LMS systems and training platforms.
• Collect feedback from training sessions (surveys, pulse checks, knowledge checks) to identify learning gaps.
• Recommend improvements to learning programs, content, and delivery methods to enhance producer readiness and adoption.

• 4+ years’ experience facilitating training for large groups (live and virtual).
• 3+ years of experience in teaching new systems and technical training
• 1+ years’ experience in the insurance industry as a licensed producer or have worked closely with producers.
• Demonstrated ability to partner with SMEs and collaborate across departments.
• Proficiency with Microsoft Office 365, especially PowerPoint.
• Strong understanding of adult learning methodologies and training best practices.
• Excellent communication skills and the ability to explain complex concepts clearly.
• Ability to travel to support Basecamp training, onboarding workshops, and field coaching.

Preferred Qualifications

• Experience with eLearning tools or instructional design software.
• Familiarity with Salesforce or similar CRM platforms.
• Insurance designations such as CIC, CPCU, ARM, CPAI, TRA.
• Learning/Training certifications such as CPLP, CPDT, APTD, or similar.

Please see our company Benefits:

• Medical, Dental, Vision 
• Life and AD&D insurance
• FSA / HSA
• Commuter & Child Care FSA
• Cancer Support Benefits
• Pet Insurance
• Accident & Critical Illness
• Hospital Indemnity
• Employee Assistance Program (EAP)
• 11 Paid Holidays
• Flexible PTO
• 401K

Trucordia Insurance Services, LLC and its affiliates (collectively, the “Company”)  is aware of scams involving false offers of employment with the Company. The false offers use fake websites, email addresses, group chats and text messages. The Company does not (a) interview prospective candidates via instant message or group chat; (b) request banking or credit card information during the interview process; or (c) require candidates to purchase products or services or process payments on its behalf as a condition of any employment offer.

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.