Sr. Sales Trainer

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Job Purpose

The Senior Sales Trainer is responsible for formulating product and sales training programs for all wholesalers across all channels, including Internal Wholesaler Trainees. This individual will design, produce, and deliver instructional programs including the preparation of written and visual training materials, experiential exercises, and exams. In addition, the Senior Sales Trainer will collaborate with key stakeholders, Digital Learning Specialists, and Quality Assurance teams to deliver comprehensive training programs.

Essential Responsibilities

• Proactively collaborates with team to plan, develop, coordinate, conduct, and implement comprehensive sales training for sales desk personnel.
• Conducts needs assessments for all wholesalers across all channels and confers with Management and end-users to develop training programs.
• Contributes to the development of the educational program strategy and roadmap delivery.
• Maintains a system for updating training guides such as scripts, presentations, and course handouts for training programs and/or presentations.
• Maintains a system for monitoring training progress and documenting completed training.
• Continually evaluates the overall effectiveness and suitability of all training programs and makes enhancements to the programs delivered to sales associates.
• Updates training materials in response to business changes and new initiatives.
• Provides individual coaching on presentation skills and techniques.
• Provides training expertise to support company objectives and evaluates the overall effectiveness of training programs delivered to Company personnel.
• Designs and presents instructional programs to Company personnel.

Other Duties

• Performs other duties and/or projects as assigned.

Knowledge, Skills and Abilities

• Solid knowledge of the financial services industry and practices.
• Strong knowledge of Jackson’s products and services, including an in-depth technical understanding for training purposes.
• Solid knowledge of the sales process and sales techniques.
• Strong training development, delivery skills and experience.
• Ability to work independently and with a team in both in-person and virtual environments.
• Strong interpersonal skills with the ability to clearly relay information, both verbal and written.
• Ability to collaborate and interact with managers at various levels to recommend training solutions.
• Proficiency with Microsoft applications.
• Ability to mentor, persuade, and motivate others.
• Ability to think creatively for new, innovative training ideas and methods.

Qualifications

• Bachelor's Degree or equivalent education and experience required.

• 3+ years of Internal Wholesaling or Sales experience required.

• 2+ years of experience in training/development/delivery, with a preferred emphasis on sales training experience and industry licenses required.

• 2+ years of financial services industry experience required.

• Public speaking experience required.

• Securities Industry Essentials (SIE) required.

• FINRA Series 6 or 7 required.

Jackson is proud to be an equal opportunity workplace. The Company subscribes to and endorses federal and state laws and regulations relating to equal employment opportunity for all persons without regard to race, color, religion, gender, age, national origin, legally-recognized disability, marital status, legally-protected medical condition, citizenship, ancestry, height, weight, sexual orientation, veteran status, or any other factor not related to the needs of the job. The Company is committed to a policy of equal opportunity. Company facilities and campuses are tobacco-free environments.