Sales Training Director

3 weeks ago

Goshen, United States Everence Full time
Job DescriptionJob DescriptionPOSITION SUMMARY

Provide leadership and coordination for education, training, licensing, coaching, and staff development for financial consultants and other sales-related positions. Build and implement best-in-class training programs designed to enhance overall performance that aligns with organizational strategies and goals.

RESPONSIBILITIES AND DUTIES

  1. Assist in creating and supporting training programs for Everence sales staff. Identify approved continuing education, professional designations, licensing, and regulatory required courses for sales staff.
  2. Collaborate with distribution and sales leadership to assist in the continued development and delivery of the consultant onboarding program and sales process based on the relationship selling modules. (Financial and Stewardship Consultants.)
  3. Provide guidance and resourcing support to distribution leadership and sales staff for ongoing development, such as designations, to build or enhance competency for serving clients.
  4. Provide support to financial planning and other advanced practice development programs.
  5. Work collaboratively with product line managers to develop and deliver product training to sales staff.
  6. Oversee the needs analysis, development, and implementation of a consistent training program for sales support staff in collaboration with the Sales and Distribution Operations Manager.
  7. Oversee the development and delivery of Credit Union (CU) training programs consistent with Everence directives and in collaboration with CU management.
  8. Manage the development and delivery of learning through the learning management system and other modalities that support training delivery to individuals and groups, on-demand, virtually, or in-person. Delivery includes, but is not limited to, web-based training, seminars, workshops, classroom, self-study, etc.
  9. Oversee, the development and delivery of compliance training for regulatory requirements (i.e. policies, privacy rules, security, HIPPA, etc.).
  10. Identify and form strategic partnerships with product partners to deliver appropriate training throughout the organization.
  11. Other tasks as assigned by supervisor.

QUALIFICATIONS

Education:

Bachelor’s degree in education or a related field is preferred

Experience:

  1. Five-years field experience in financial services and or insurance sales expected with a proven track record of sales success, experience in effectively managing or leading sales staff preferred
  2. Experience as a teacher/trainer helpful
  3. Must understand and apply adult learning concepts

License(s):

  1. Financial industry designations (CFP, CLU, ChFC, etc.) are desired but not required
  2. Hold or be willing to obtain a life and health insurance agents’ license as well as NASD Series 6 and 63 registrations

Skills and Abilities:

  1. Ability to assess performance objectively
  2. Possess the ability to translate business requirements or performance gaps into relevant opportunities for learning improvement
  3. Must be well organized, possess strong communication, coaching, and teaching skills
  4. Able and willing to work with managing/regional directors, vice presidents, and managers as an effective member of the support team for new representatives/advisors
  5. Proven and successful experience leading a training and development program
  6. Demonstrated experience in designing training materials, integrating effective learning techniques and skills, in addition to good writing skills and presentation skills
  7. Ability to direct activities that support multiple roles in the organization
  8. Must have proven interpersonal skills – ability to use diplomacy/tact
  9. Must possess excellent communication skills that enable efficient and effective cross-functional/collaborative communications
  10. Must possess objective listening skills - ability to understand, create, and modify training programs as needed
  11. Strong analytical skills: willing to do research, data analysis, and have ability to draw insights from it
  12. Strong leadership with a demonstrated ability to motivate and influence others
  13. Must have strong planning skills with flexibility and the ability to implement. Must be well organized and able to handle a variety of projects at the same time, able to prioritize, and complete tasks in a timely manner.
  14. Computer skills and proficiency with MS Word, Excel, and PowerPoint
  15. Must be self-motivated
  16. Willing to travel

SUPERVISORY RESPONSIBILITIES: None
SCHEDULE: Full-time

  • Assistant Math Learning Center Director

    4 days ago

    Goshen, United States Mathnasium (ID: 5105701) Full time

    Job DescriptionJob DescriptionWho We Are:Across North America and all over the world, Mathnasium Learning Centers are committed to teaching children math so that they understand it, master it, and love it.Our world-class curriculum is built upon the Mathnasium Method the result of decades of hands-on instruction and development and has changed the lives of...

  • Director of Talent Acquisition

    5 days ago

    Goshen, United States Ivy Tech Community College Full time

    Administer the full-cycle recruitment and employment program for full - and part-time faculty and staff positions. Coordinate related professional development training activities, wellness activities and employee recognition programs. Responsible for developing a campus-wide approach to enhancing excellence through diversity and inclusion of students,...

  • Praxis Mutual Funds National Sales Associate

    Found in: Lensa US P 2 C2 - 1 week ago

    Goshen, United States Everence Full time

    POSITION SUMMARY Internal Sales associate focused on financial advisor outreach, coordinated sales efforts, and system updates. Contact financial advisor offices to schedule introductory or due diligence meetings. Research financial firms and use sales data analytics for targeted sales efforts. Update the internal CRM system for accuracy and efficiency....

  • Praxis Mutual Funds National Sales Associate

    2 weeks ago

    Goshen, United States Everence Full time

    POSITION SUMMARYInternal Sales associate focused on financial advisor outreach, coordinated sales efforts, and system updates. Contact financial advisor offices to schedule introductory or due diligence meetings. Research financial firms and use sales data analytics for targeted sales efforts. Update the internal CRM system for accuracy and efficiency....

  • Praxis Mutual Funds National Sales Associate

    Found in: Appcast US C2 - 2 weeks ago

    Goshen, United States Everence Full time

    POSITION SUMMARYInternal Sales associate focused on financial advisor outreach, coordinated sales efforts, and system updates. Contact financial advisor offices to schedule introductory or due diligence meetings. Research financial firms and use sales data analytics for targeted sales efforts. Update the internal CRM system for accuracy and efficiency....

  • Praxis Mutual Funds National Sales Associate

    3 weeks ago

    Goshen, United States Everence Full time

    Job DescriptionJob DescriptionPOSITION SUMMARYInternal Sales associate focused on financial advisor outreach, coordinated sales efforts, and system updates. Contact financial advisor offices to schedule introductory or due diligence meetings. Research financial firms and use sales data analytics for targeted sales efforts. Update the internal CRM system for...

  • Marketing Manager

    Found in: Appcast US C2 - 5 days ago

    Goshen, United States Everence Full time

    POSITION SUMMARYResponsible for developing, executing, and overseeing marketing strategies (including tactical implementation) for Praxis Mutual Funds, a fund family of Everence, to target audiences. In collaboration with the Praxis Director of Sales and other partners, this position will utilize multi-channel, multi-touch marketing approaches to help...

  • Marketing Manager

    3 weeks ago

    Goshen, United States EVERENCE SERVICES, Full time

    Job DescriptionJob DescriptionPOSITION SUMMARYResponsible for developing, executing, and overseeing marketing strategies (including tactical implementation) for Praxis Mutual Funds, a fund family of Everence, to target audiences. In collaboration with the Praxis Director of Sales and other partners, this position will utilize multi-channel, multi-touch...

  • Marketing Manager

    3 days ago

    Goshen, United States Everence Full time

    POSITION SUMMARY Responsible for developing, executing, and overseeing marketing strategies (including tactical implementation) for Praxis Mutual Funds, a fund family of Everence, to target audiences. In collaboration with the Praxis Director of Sales and other partners, this position will utilize multi-channel, multi-touch marketing approaches to help...

  • Registration Representative I, Ccc

    5 days ago

    Goshen, United States Goshen Health Full time

    Reporting to the CCC Administrative Director, this position is responsible for regularly registering or pre-registering multiple registration types with accuracy and timeliness. This includes accurately obtaining complete demographic, financial information, and appropriate authorization and obtaining necessary signatures on all required documents and...

  • Merchandiser- no Nights or Weekends

    4 days ago

    Goshen, United States Jacent Strategic Merchandising Full time

    **Merchandiser** Our merchandisers are the heart and soul of Jacent. They’re on the front lines in more than 17,000 stores placing just the right products, building displays, and working with store personnel - right in their own community. Our people are what makes us special and makes us the #1 impulse merchandising company in North America. We are...

  • Quality Engineer

    2 weeks ago

    Goshen, United States Triangle Rubber Co Full time

    Job DescriptionJob Description1. Lead and/or facilitate a. Customer, Internal and Supplier corrective actions, including but not limited to: i. 8D’s, 5Y’s or other Root Cause Analysis, Counter Measure plans and implementation management b. Problem Solving cross-functional teams and quality judgment decisions, c. Customer visits related to production...

  • Quality Engineer

    4 days ago

    Goshen, United States Triangle Rubber Co Full time

    Job DescriptionJob Description1. Lead and/or facilitate a. Customer, Internal and Supplier corrective actions, including but not limited to: i. 8D’s, 5Y’s or other Root Cause Analysis, Counter Measure plans and implementation management b. Problem Solving cross-functional teams and quality judgment decisions, c. Customer visits related to production...

  • Territory Manager

    Found in: Resume Library US A2 - 1 week ago

    Goshen, California, United States Western Milling Full time

    Overview: This position will be based out of the Sacramento, CA area and is responsible for business development and product sales in Central and Northern California for the Retail Sales Division of Western Milling.   Responsibilities: Sales Activities:Conduct activities to achieve objectives for volume, revenue and profit. Develop and grow business...

  • Retail Front End Supervisor

    Found in: Careerbuilder One Red US C2 - 3 weeks ago

    Goshen, IN 46526, United States Burlington Full time

    Burlington - JobID: 214289 [Department Manager] As a Retail Front End Supervisor at Burlington, you'll: Supervise all store functions and associates while in the role of Manager on Duty; Maximize sales results through training, developing, and coaching direct reports; Promote safety for both customers and associates by adhering to company guidelines; Solve...

  • Merchandiser

    Found in: Careerbuilder One Red US C2 - 2 days ago

    Goshen, IN, US Jacent Strategic Merchandising Full time

    MerchandiserOur merchandisers are the heart and soul of Jacent. They’re on the front lines in more than 17,000 stores placing just the right products, building displays, and working with store personnel – right in their own community. Our people are what makes us special and makes us the #1 impulse merchandising company in North America. We are looking...