Virtual Training Facilitator – Broker Customer Engagement & Retention

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
• Each 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 quality of needs-based and retention-focused conversations

This is a skills-based facilitation role, focused on coaching brokers through realistic scenarios and applied 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
• Structured frameworks that help brokers:
• Understand why customers consider switching plans
• Navigate uncertainty and information overload
• Conduct clear, 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 breakout discussions, role-plays, and applied exercises focused 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:
• Active listening
• reputed company and reputed company reputed company
• Structured follow-up
• Consultative communication
• Review materials in advance and prepare thoroughly for each session
• Participate in reputed company sessions and dry runs prior to live delivery
• Ensure a consistent and high-quality experience across reputed company cohorts
• reputed company feedback after sessions to support program refinement
• Optionally deliver a supervisor-focused 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-focused 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 breakout 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
• Clear, 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 future-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 growth reputed company reputed company. Apply tot his job Apply To this Job