Sr. Sales Trainer

Essential Responsibilities

• Proactively collaborates with team to plan, develop, coordinate, conduct, and implement comprehensive sales training for sales desk personnel.
• Conducts needs assessments for all wholesalers across all channels and confers with Management and end-users to develop training programs.
• Contributes to the development of the educational program strategy and roadmap delivery.
• Maintains a system for updating training guides such as scripts, presentations, and course handouts for training programs and/or presentations.
• Maintains a system for monitoring training progress and documenting completed training.
• Continually evaluates the overall effectiveness and suitability of all training programs and makes enhancements to the programs delivered to sales associates.
• Updates training materials in response to business changes and new initiatives.
• Provides individual coaching on presentation skills and techniques.
• Provides training expertise to support company objectives and evaluates the overall effectiveness of training programs delivered to Company personnel.
• Designs and presents instructional programs to Company personnel.

Qualifications

• Bachelor's Degree or equivalent education and experience required.
• 3+ years of Internal Wholesaling or Sales experience preferred.
• 2+ years of experience in training/development/delivery, with a preferred emphasis on sales training experience and industry licenses required.
• 2+ years of financial services industry experience required.
• Public speaking experience required.
• Securities Industry Essentials (SIE) required.
• FINRA Series 6 or 7 required.