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).
Qualifications
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
Preferred Qualifications
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).
Working Conditions
Hybrid office environment: 3 days in office (Baltimore, Cedar Rapids, Philadelphia, Denver)
Occasional Travel <10%
The Salary for this position generally ranges between $100,000-$120,000 annually. Please note that the salary range is a good faith estimate for this position and actual starting pay is determined by several factors including qualifications, experience, geography, work location designation (in-office, hybrid, remote) and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law.
Additionally, this position is typically eligible for an Annual Bonus of 12.5% based on the Company Bonus Plan/Individual Performance and is at the Company’s discretion.
- We will never request personal information such as ID or payment for equipment upfront.
- Official offers are sent via DocuSign following a verbal offer—not through text or email
This job description is not a contract of employment nor for any specific job responsibilities. The Company may change, add to, remove, or revoke the terms of this job description at its discretion. Managers may assign other duties and responsibilities as needed. In the event an employee or applicant requests or requires an accommodation to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request.