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Transamerica · 2 months ago

Senior Sales Trainer, Mutual Funds (Denver)

Denver, Colorado

Full-time

Hybrid

Mid, Senior Level

$90K/yr - $109K/yr

5+ years exp

Transamerica is a financial services company committed to helping people live their best lives. The Senior Sales Trainer will deliver exceptional training experiences to sales teams, assess training needs, and evaluate the effectiveness of training efforts to ensure continuous improvement in sales skills and processes.

Financial ServicesImpact InvestingInsurance

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)

Qualification

Development experienceIndustry knowledgeProject management skillsAdult learning principlesInstructional design experienceLearning management systemsTechnical writing skillsCustomer service skillsSales experienceETF/SMA experienceCapital markets knowledgeCommunication skillsInterpersonal skillsCreative solutions

Required

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

Preferred

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

Benefits

Competitive Pay

Bonus for Eligible Employees

Pension Plan

401k Match

Employee Stock Purchase Plan

Tuition Reimbursement

Disability Insurance

Medical Insurance

Dental Insurance

Vision Insurance

Employee Discounts

Career Training & Development Opportunities

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

Company

Transamerica

Glassdoor3.2

Transamerica is a private holding company that provides services for various life insurance companies and investment firms. It is a sub-organization of Aegon.

Founded in 1904

Cedar Rapids, Iowa, USA

5001-10000 employees