The RSD Sales Trainer demonstrates ability to learn new, complex content and deliver training effectively. Integrates business and sales knowledge to ensure training is timely, accurate, and effective and is grounded in appropriate instructional design and adult learning principles. Delivers engaging content in all environments (ex: virtual, face to face) and creates a learning plan that includes reinforcement activities, when appropriate. Consistently delivers engaging content in all environments (ex: virtual, face to face) and creates a learning plan that includes reinforcement activities, when appropriate. Demonstrates expertise in annuities and mutual funds, technology, distribution process, industry acumen and customer needs. Demonstrates comfort working with all levels of employees. Essential Duties and Responsibilities:
Delivering New Hire and Ongoing Learning: 60% • Delivers live training (via web or in person) in support of assignments to all sales audiences leveraging training best practices for knowledge transfer and engagement. • Is seen as a highly proficient and credible facilitator of sales skills and Pacific Life (PL) knowledge. Is sought out for guidance regarding training activities before and after training by trainees and business partners. • Conducts reinforcement training and “days-in-the-field” with both field and internal wholesalers to reinforce sales training programs and to evaluate program effectiveness. Provides consistent and timely feedback to Sales Management related to trainees. • Prepares to instruct workshops by reviewing materials, practicing systems, creating visuals, testing equipment, rehearsing, obtaining advice and information from other Sale Training team members, preparing exercises, and setting-up room and materials • Keeps knowledge up to date on changes in PL, RSD and training team policies, procedures and products. • Develops knowledge and skills to continuously enhance training facilitation and curriculum design skills, and • Learns to instruct workshops in additional areas of specialization by observing and co-facilitating internal workshops and by attending internal and external workshops. • Seeks feedback from peers, manager and participants to improve training delivery, content and communication skills. • Uses effective presentation skills, appropriate facilitation and adult learning techniques to conduct and facilitate training for new employees. • Ensures training needs are met on all developmental topics including but not limited to: sales skills, product knowledge, business/industry acumen, technology and processes. • Maintains and updates content before delivery and is prepared in the classroom. Designing and Developing Training Materials – 25% • Support the curriculum design process through collaboration with Sale Team members, RSD leadership ad subject matter experts. • Participate in the design process for new hire and on-going training initiatives such as new products and riders, product and rider changes, project related training, and training related to sales and technology skills. • Meets with business partners to define effort scope, provide consultative assessment and recommend training solutions. Gain consensus for training plan. • Provides input on Sales Training content and materials, assisting with content knowledge and design skills. Administration -15% • Manage enrollment, and workshop communication process • Ensure proper learning environment is available and secured. Reserving rooms, creating webinar session • Schedules sessions in applicable systems – LMS, and/or webinar platform • Produce and maintain workshop materials, coordinate with print supplier as needed Minimum Qualifications & Experience: List knowledge, skills, abilities, mental demands and behaviors; i.e. # years of experience, education level preferred, licenses and/or certifications, tolerance for multiple demands, ability to work with others, etc. • Bachelor's degree in in related field preferred. • Minimum 3 years relevant experience • Proficient in adult learning theory, and classroom and webinar facilitation • Knowledge of curriculum and workshop design • Excellent written and verbal communication skills with strong attention to detail. • Expert knowledge of Microsoft Office suite. • Experience with administration of Learning Management Systems helpful; preferably Cornerstone. • Able to work effectively with diverse groups of people and various position levels. • Must be able to plan and manage time effectively to meet project deadlines. • Must be comfortable working in an environment of change. • Experience in a financial services or annuities is preferred • Willing to travel up to 20% of the time Disclaimer: The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job.
Join the Pacific Life team and watch your career grow! We offer a competitive compensation and benefits package that includes: • Competitive salary and bonus program • Medical, dental, and vision as part our commitment in investing in the health and wellbeing of our employees • Two retirement savings plans: 401k savings plan with company match and Company Retirement Contribution (company-paid) • Generous vacation time and holiday pay • And much more!
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