Lead Sales Trainer (Retirement Plans)

Transamerica•Denver, CO

1d•Hybrid

About The Position

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

Requirements

Bachelor’s degree in a business field or equivalent experience
Seven years of learning and development experience
Deep 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
Advanced proficiency using MS Office tools

Nice To Haves

Training experience in the financial services industry, particularly qualified retirement plans
Certified Professional in Learning and Performance (CPLP) or Certified Retirement Plan Specialist (CRPS)
Instructional design experience
Computer application software knowledge preferred ( e.g. Microsoft Office, Outlook, Word, Excel, Powerpoint , Sharepoint , CoPilot).

Responsibilities

Define, create, and deliver training programs to meet the learning and development needs of the business units.
Develop instructor materials and assessments specific to training requirements.
Lead the design and development of new hire training and facilitate program delivery to virtual and external RVP’s, internal wholesalers, sales desk assistants, account managers, etc. for each product.
Provide ongoing training in response to new products, systems, and processes to ensure sales teams have the knowledge and tools to succeed.
Provide supplementary and review training as needed.
Design, develop, and facilitate on-going training for continual improvement of sales skills ( e.g. relationship selling, decision-making styles, customer centric language, etc.)
Design, develop, and facilitate leadership development training to management across distribution channels.
Identify appropriate content to implement using learning management systems (LMS); evaluate existing content for development of e-learning modules and programs.
Serve as a mentor to trainers to develop skills, knowledge, and proficiency , and conduct informal quality assurance through peer review and attendance of offered training programs; share best practices, successes, and innovations to help advance team performance.
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).

Benefits

Competitive Pay
Bonus for Eligible Employees
Benefits Package
Pension Plan
401k Match
Employee Stock Purchase Plan
Tuition Reimbursement
Disability Insurance
Medical Insurance
Dental Insurance
Vision Insurance
Employee Discounts
Career Training & Development Opportunities
Health and Work/Life Balance Benefits
Paid Time Off starting at 160 hours annually for employees in their first year of service.
Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays).
Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars
Parental Leave – fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child.
Adoption Assistance
Employee Assistance Program
Back-Up Care Program
PTO for Volunteer Hours
Employee Matching Gifts Program
Employee Resource Groups
Inclusion and Diversity Programs
Employee Recognition Program
Referral Bonus Programs