Product Trainer

. Instructional Design & Content Development

• Design training programs using the ADDIE model

• Develop structured training modules for Solar / Final Expense

campaigns (scripts, rebuttals, call flows, objection handling)

• Create engaging learning materials (PPTs, facilitator guides,

activities, assessments)

• Customize content based on QA insights, call audits, and

operational gaps

2. Training Delivery & Facilitation

• Deliver onboarding, refresher, and upskilling sessions grounded

in adult learning principles (andragogy)

• Facilitate classroom and virtual sessions with consistently high

learner engagement

• Use interactive techniques: roleplays, simulations, live call

listening, and peer learning

• Serve as lead facilitator driving behavioral and performance

change on the floor

3. Performance Improvement & Coaching

• Identify skill gaps through QA dashboards, call monitoring, and

performance reports

• Run targeted coaching for low-performing agents and teams

• Partner with Operations to improve conversion, quality scores,

and productivity

• Deliver floor interventions: power huddles, live coaching, and

structured feedback sessions

4. Training Effectiveness & Reporting

• Measure impact through pre/post assessments tied to

performance metrics

• Track KPIs including conversion rates, QA scores, and callhandling improvements

• Maintain training records, reports, and performance dashboards

• Refine programs continuously based on results and stakeholder

feedback

5. Stakeholder Collaboration

• Align training priorities with Operations, QA, and HR

• Provide regular, data-backed updates on training impact to

leadership

• Support leadership in identifying capability gaps and future

training needs

6. Knowledge Management

• Maintain and version-control all training content on SharePoint /

LMS

• Ensure materials are current, accessible, and audit-ready

• Document best practices, interventions, and training frameworks