Sales Training & Implementation Specialist

Duties & Responsibilities

• Lead training classes aimed at developing and onboarding new and existing Virtual Advisors, Client Engagement Specialists, and Sales Managers by increasing their advice competency and performance levels, resulting in an enhanced client experience.
• Demonstrates an ability to adapt training style to suit participants’ needs and preferences, fostering an engaging and effective learning environment.
• Design and execute a consistent, repeatable, and scalable curriculum framework that will serve as a comprehensive guide for new hires, leading them from their hire date to achieving 100% productivity, resulting in not only production but creating a positive candidate experience throughout their journey.
• Proactively review with leaders new - and fully trained - Virtual Advisors, Client Engagement Specialists and Sales Managers continuing educational needs to coordinate relevant and timely training material.
• Responsible for sourcing, evaluating, adapting, or creating original content from corporate or field training sources, ensuring it is tailored to Virtual Advice and provides excellence in content delivery.
• Develop a support network with field, corporate, and external training partners to enhance the skill sets of Virtual Advice and Client Engagement Specialists and effectively leverage existing processes and best practices.
• Work closely with the Manager of Virtual Advice Training Development and Sales Enablement, sales leaders, and any other key stakeholders to move new hires through the initial onboarding process and troubleshoot roadblocks when needed.
• Collaborate with other training leaders and Virtual Advice staff to maximize training resources.
• Use key performance indicators and metrics to advise Virtual Advice leaders on optimal delivery methods and content selection, ensuring alignment with strategic goals and maximizing training effectiveness.
• Proactively address Virtual Advice training needs by creating strategies and coordinate execution versus reacting to predefined plans.

Qualifications & Skills

• Bachelor’s degree or equivalent work experience.
• 3-plus years working in financial services, functioning within an advisory capacity.
• 3-plus years working in both training content development and facilitating remote or in-person training, ensuring expertise in crafting engaging and effective learning experiences.
• Proven experience in proactively identifying training needs, recommending, and implementing plans using a commonly accepted instructional design model, e.g., ADDIE.
• Experience writing explicitly stated learning objectives and creating lesson plans using adult learning theory (ex: Bloom’s taxonomy).
• Intermediate to advanced skills in Microsoft Office365, Adobe Acrobat, and SharePoint.
• Experience developing asynchronous learning solutions, e.g., eLearning.
• Experience using eLearning development tools and learning management systems.
• Demonstrated ability to influence others from across the organization, including mid-level and senior executives.
• Demonstrated aptitude for innovation and dealing with ambiguity.
• Experience leading peers through change.
• Experience leading, facilitating, and/or presenting at large group trainings, workshops or events.
• Credibility - proven ability to collaborate and solve problems.
• High degree of demonstrated sales skills/abilities in selling financial services products to clients.
• Ability to collaborate and communicate effectively with diverse group of leaders and corporate employees.