Deliver an exceptional training experience to sales teams through customized presentations for large scale projects, product launches, and ongoing sales team development. Assess and determine training needs based on interactions with sales leadership, managerial feedback, and observation of wholesaler activity and performance. Conduct ongoing evaluation of the effectiveness of training efforts based on levels of participant reaction, knowledge acquired, behavioral change, and business impact.

Responsibilities

  • Support strategic initiatives; attend meetings and support project work in new products and system projects.  Meet regularly with the leaders to assess involvement and impact, and identify gaps or items that need to be addressed throughout the process.
  • Continual process improvement and partnership with team members to ensure consistency and leverage knowledge and experience to ensure a quality product that adds value to the organization.
  • Design, develop, and facilitate on-going training for continual improvement of sales skills (e.g. relationship selling, decision-making styles, customer centric language, etc.)
  • Deliver and assess process and system training.
  • Design and develop curriculum, resources and job aids that support the success of the learning programs.
  • Develop and deliver operational and soft skills programs utilizing a variety of learning methods.
  • Evaluate participant and manager evaluations to measure the effectiveness of training, with a focus on long-term behavioral implementation and business impact.
  • Provide focused training to select groups as requested.
  • Attend meetings with Sales Desk team, AVPs, marketing partners, vendors, etc. to develop sales strategies, materials, and messaging to support products and services.
  • Support the development of a learning and development bench of talent through training, coaching and mentoring (primarily candidates identified from the internal sales desk).

Qualifications

  • Bachelor’s degree in a business field or equivalent experience
  • Five years learning and development experience
  • Industry and product knowledge in specialty areas based on business need (e.g. retirement, mutual fund, annuity, life, employee benefits)
  • Knowledge of adult learning principles
  • Advanced documentation and technical writing skills
  • Strong communication and interpersonal skills
  • Excellent customer service skills with the ability to work on a team and independently
  • Ability to incorporate creative and innovative solutions in a learning environment
  • Project management skills

Preferred Qualifications

  • Training experience in the financial services industry
  • Certified Professional in Learning and Performance (CPLP)
  • Instructional design experience
  • Experience with learning management systems (LMS)
  • ETF/SMA experience
  • Capital markets knowledge
  • Sales experience

Working Conditions

  • Hybrid/Office environment
  • Occasional travel

The Salary for this position generally ranges between $90,000-$109,000 annually.  Please note that the salary range is a good faith estimate for this position and actual starting pay is determined by several factors including qualifications, experience, geography, work location designation (in-office, hybrid, remote) and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law.

Additionally, this position is typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at the Company’s discretion.

This job description is not a contract of employment nor for any specific job responsibilities. The Company may change, add to, remove, or revoke the terms of this job description at its discretion. Managers may assign other duties and responsibilities as needed. In the event an employee or applicant requests or requires an accommodation to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request.