Sr Sales Trainer/Instructional Designer (Work From Home)
Responsibilities
- Collaborate with a variety of subject matter experts to analyze, write, design, develop, deliver, and manage complex training and development projects related to financial products, sales practices, regulations, technology platforms, and related systems.
- 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.
- Use instructional design theory and methodologies to author, design, and implement training programs. Determine training strategies and technologies appropriate for intended audiences.
- 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.
- Develop, Design, and facilitate on-going training for continual improvement of sales skills (e.g. relationship selling, decision-making styles, customer centric language, etc.)
- Develop, Deliver and assess process and system training.
- Design and develop curriculum, resources and job aids that support the success of the learning programs.
- Evaluate content from third party providers and provide feedback/recommendations; manage scheduling, delivery, tracking, and integration of third-party content within the TFA learning ecosystem.
- 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 various departments and independent sales teams, marketing partners, vendors, etc. to develop sales strategies, materials, and messaging to support products and services.
- Assist in the administration of Learning Management System (LMS) and other training technology platforms; help drive continual improvement of the end user experience and operational efficiencies.
- Assist field representatives with training support issues.
Qualifications
- Bachelor’s degree in a business field or equivalent experience
- Five years learning and development experience
- Working knowledge of insurance and securities products, regulations, and sales practices
- 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
- Good understanding of instructional design principles and best practices
- Strong documentation and technical writing skills
- Training experience in the financial services industry
- Certified Professional in Learning and Performance (CPLP)
- Degree in instructional design
- Articulate Storyline and/or Rise
- Camtasia
- Experience with learning management systems (LMS)
- FINRA Series 6 or 7, and 63 licenses
- Insurance licenses
Working Conditions
- Work from home
- Occasional travel
Compensation:
Additional Job Description
*Please note that the compensation information that follows is a good faith estimate for this position only and is provided pursuant to applicable pay transparency and compensation posting laws. It is estimated based on what a successful candidate might be paid in certain Company locations.**
The salary for this position generally ranges between $82,000 - $92,000 annually. This range is an estimate, based on potential qualifications 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 of 10% 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.