Senior Sales Trainer, Mutual Funds

Transamerica • Denver, CO

81d • $90,000 - $109,000

About The Position

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

Requirements

• Bachelor’s degree in a business field or equivalent experience.
• Five years learning and development experience.
• 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.

Nice To Haves

• Training experience in the financial services industry.
• Certified Professional in Learning and Performance (CPLP).
• Instructional design experience.
• Experience with learning management systems (LMS).
• ETF/SMA experience.
• Capital markets knowledge.
• Sales experience.

Responsibilities

• 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.
• 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.
• Design, develop, and facilitate on-going training for continual improvement of sales skills (e.g. relationship selling, decision-making styles, customer centric language, etc.).
• Deliver and assess process and system training.
• Design and develop curriculum, resources and job aids that support the success of the learning programs.
• 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 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.
• College Coach 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.

What This Job Offers

• Career Level: Mid Level
• Education Level: Bachelor's degree
• Number of Employees: 5,001-10,000 employees