Sales Training and Development Specialist

Provide leadership and coordination for education, training, licensing, coaching, and staff development for financial consultants and other sales-related positions. Build and implement best-in-class training programs designed to enhance overall performance that aligns with organizational strategies and goals.

RESPONSIBILITIES AND DUTIES

• Assist in creating and supporting training programs for Everence sales staff. Identify approved continuing education, professional designations, licensing, and regulatory required courses for sales staff.
• Collaborate with distribution and sales leadership to assist in the continued development and delivery of the consultant onboarding program and sales process based on the relationship selling modules. (Financial and Stewardship Consultants.)
• Provide guidance and resourcing support to distribution leadership and sales staff for ongoing development, such as designations, to build or enhance competency for serving clients.
• Provide support to financial planning and other advanced practice development programs.
• Work collaboratively with product line managers to develop and deliver product training to sales staff.
• Oversee the needs analysis, development, and implementation of a consistent training program for sales support staff in collaboration with the Sales and Distribution Operations Manager.
• Oversee the development and delivery of Credit Union (CU) training programs consistent with Everence directives and in collaboration with CU management.
• Manage the development and delivery of learning through the learning management system and other modalities that support training delivery to individuals and groups, on-demand, virtually, or in-person. Delivery includes, but is not limited to, web-based training, seminars, workshops, classroom, self-study, etc.
• Oversee, the development and delivery of compliance training for regulatory requirements (i.e. policies, privacy rules, security, HIPPA, etc.).
• Identify and form strategic partnerships with product partners to deliver appropriate training throughout the organization.
• Other tasks as assigned by supervisor.

QUALIFICATIONS

Education:

Bachelor’s degree in education or a related field is preferred

Experience:

• At least three years of financial services/insurance sales desired
• Experience as a teacher/trainer helpful
• Must understand and apply adult learning concepts

License(s):

Financial industry designations (CFP, CLU, ChFC, etc.) are desired but not required

Skills and Abilities:

• Proven and successful experience leading a training and development program
• Demonstrated experience in designing training materials, integrating effective learning techniques and skills, in addition to good writing skills and presentation skills
• Ability to direct activities that support multiple roles in the organization
• Must have proven interpersonal skills – ability to use diplomacy/tact
• Must possess excellent communication skills that enable efficient and effective cross-functional/collaborative communications
• Must possess objective listening skills - ability to understand, create, and modify training programs as needed
• Strong analytical skills: willing to do research, data analysis, and have ability to draw insights from it
• Strong leadership with a demonstrated ability to motivate and influence others
• Must have strong planning skills with flexibility and the ability to implement. Must be well organized and able to handle a variety of projects at the same time, able to prioritize, and complete tasks in a timely manner.
• Computer skills and proficiency with MS Word, Excel, and PowerPoint
• Must be self-motivated
• Willing to travel

SUPERVISORY RESPONSIBILITIES: None
SCHEDULE: Full-time