Sales Training Director

POSITION SUMMARY

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

1. 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.
2. 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.)
3. 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. 
4. Provide support to financial planning and other advanced practice development programs. 
5. Work collaboratively with product line managers to develop and deliver product training to sales staff.  
6. 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.
7. Oversee the development and delivery of Credit Union (CU) training programs consistent with Everence directives and in collaboration with CU management.  
8. 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.
9. Oversee, the development and delivery of compliance training for regulatory requirements (i.e. policies, privacy rules, security, HIPPA, etc.).
10. Identify and form strategic partnerships with product partners to deliver appropriate training throughout the organization.  
11. Other tasks as assigned by supervisor.

QUALIFICATIONS

Education: 

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

Experience: 

1. Five-years field experience in financial services and or insurance sales expected with a proven track record of sales success, experience in effectively managing or leading sales staff preferred
2. Experience as a teacher/trainer helpful
3. Must understand and apply adult learning concepts

License(s):   

1. Financial industry designations (CFP, CLU, ChFC, etc.) are desired but not required
2. Hold or be willing to obtain a life and health insurance agents’ license as well as NASD Series 6 and 63 registrations

Skills and Abilities:

1. Ability to assess performance objectively
2. Possess the ability to translate business requirements or performance gaps into relevant opportunities for learning improvement
3. Must be well organized, possess strong communication, coaching, and teaching skills
4. Able and willing to work with managing/regional directors, vice presidents, and managers as an effective member of the support team for new representatives/advisors
5. Proven and successful experience leading a training and development program 
6. Demonstrated experience in designing training materials, integrating effective learning techniques and skills, in addition to good writing skills and presentation skills
7. Ability to direct activities that support multiple roles in the organization 
8. Must have proven interpersonal skills – ability to use diplomacy/tact 
9. Must possess excellent communication skills that enable efficient and effective cross-functional/collaborative communications 
10. Must possess objective listening skills - ability to understand, create, and modify training programs as needed
11. Strong analytical skills: willing to do research, data analysis, and have ability to draw insights from it
12. Strong leadership with a demonstrated ability to motivate and influence others  
13. 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.
14. Computer skills and proficiency with MS Word, Excel, and PowerPoint
15. Must be self-motivated     
16. Willing to travel

SUPERVISORY RESPONSIBILITIES:  None
SCHEDULE:   Full-time