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JOB TITLE: FIELD TRAINING AGENT (FTA) 
  DEPARTMENT: SALES 
  AREA: OPERATIONS 

DESCRIPTION: 

The Field Training Agent is the fundamental link that connects commercial strategy with execution in the field, working directly with Sales Agents (SA) and Runners to ensure the effective implementation of commercial tactics. Their primary function is to develop, motivate, and supervise their team at the micro-operational level, ensuring that all commercial processes are executed with maximum quality from the beginning. 

As the first level of quality control and inspection, the FTA has the crucial responsibility of verifying the correct documentation and organization of digital folders for each customer commercialized by their SAs and Runners. This meticulous supervision prevents subsequent reprocessing, avoids the loss of sales due to incomplete or incorrect documentation, and allows higher levels (SLA and SAT) to focus on strategic and tactical aspects instead of correcting operational errors. 

The FTA daily consolidates their team's information, keeping the database updated with both commercialized customers and potential customers. This efficient information management creates a "snowball" effect where each initial contact can generate more commercial opportunities, reducing exclusive dependence on call systems and strengthening initial commercial loyalty with the customer. 

Their main responsibilities include: 

• Reporting updates, problems, and/or infractions of their Sales Agents (SA) and Runners to their Sales Leader Agent (SLA). 
• Having deep knowledge of the ACA law, CMS, and the insurance brands being marketed. 
• Informing the performance of their SAs and Runners to their SLA in a regular and detailed manner. 
• Actively participating in the design of action plans together with the Satellite (SAT) and SLA. 
• Implementing action plans with their SAs and Runners, ensuring their understanding and correct execution. 
• Presenting improvement plans for implemented strategies, based on direct feedback from the team. 
• Executing sales activities for products, policies, and supplementary products as a practical demonstration for their team. 
• Verifying daily the correct organization and structure of the digital folders of all their SAs and Runners. 
• Consolidating and keeping updated the database of potential customers to provide constant inputs to their team. 
• Performing the first quality control filter of all commercial documentation, preventing errors that could escalate to higher levels. 

ORGANIZATIONAL LEVEL 

OPERATIONAL 

SPECIFIC CHARACTERISTICS 

BASIC COMPONENTS: 

• Leadership skills 
• Emotional management skills 
• Customer service skills 
• Assertive communication skills 
• Sales closing skills (ability to identify potential customers, qualify leads, and close sales) 
• Positive attitude 
• Teamwork skills 
• Organizational skills 

EDUCATION: 

• Associate degree 
• Incomplete university studies 
• Leadership training 
• Teamwork training 

TECHNICAL KNOWLEDGE: 

• Proficiency in office tools 

REQUIRED EXPERIENCE: 

• Minimum of 2 months in the company as a Sales Agent (SA) 

ORGANIZATIONAL LOCATION 

SUPERVISOR: 

SALES LEADER AGENT (SLA) 

PEOPLE SUPERVISED: 

• SALES AGENTS (SA) 
• RUNNERS (Agents in training - period of two weeks to one month) 
• RUNNER AGENTS (RA) 

DIRECT RELATIONSHIP AREAS: 

Post-sales -- For validation of supplementary quotes 

INDIRECT RELATIONSHIP AREAS: 

N/A 

SPECIFIC COMPETENCIES 

JOB RESPONSIBILITIES 

DAILY 

• Motivate their Sales Agents (SA), Runners, and Runner Agents (RA) under their supervision 
• Implement action plans with their Sales Agents (SA) and Runners 
• Receive calls 
• Perform sales closings (complete forms) as a demonstration for their team 
• Send forms, consents, and authorizations via email with the corresponding evidence 
• Follow up with customers 
• Obtain customer references 
• Manage the customer database of their team 
• Verify daily the quality and organization of all digital folders of their SAs and Runners 
• Report to their SLA any update, problem, and/or infraction regarding their SAs and Runners 
• Consolidate daily information of effective sales and potential customers of their team 
• Resolve documentation problems at the operational level before they escalate to higher levels 
• Meet with their team to convey strategies and motivate them 

WEEKLY 

• Present improvement plans for implemented strategies 
• Report the performance of their Runner Agents (RA) and Sales Agents (SA) to their Sales Leader Agent (SLA) 
• Participate in meetings with Satellite (SAT), Sales Leader Agent (SLA), and Administration to analyze strategies and improvement plans 
• Support in the design of action plans together with the Satellite (SAT) and Sales Leader Agent (SLA) 
• Conduct more thorough audits of documentation and digital folders of their entire team 

BIWEEKLY 

• Constantly update on products 
• Adapt and manage changes in commercial speeches (scripts) 
• Review performance metrics of their team and develop specific improvement plans 

MONTHLY 

• Participate in performance evaluations of their team with the SLA 
• Analyze monthly sales trends to identify improvement opportunities 

OCCASIONAL 

• Meet with the post-sales team for validation of supplementary quotes 
• Receive special training on new products or regulatory modifications 

This updated profile of the FTA emphasizes their critical role as the first quality control filter and their direct responsibility in the efficient management of commercial information. Their position between Sales Agents and the Sales Leader Agent makes them a fundamental piece to ensure that operational execution is aligned with the tactical and strategic guidelines established by higher levels.