Consultant, Development & Sales Training Specialist

This is a fully remote position, open to applicants in Pennsylvania.

📋 Description

• Lead and coordinate education, training, coaching, onboarding, and professional development initiatives for Financial Consultants and other sales-oriented roles.

• Collaborate with consultants during their onboarding phase and early career to cultivate knowledge, skills, and confidence.

• Design, develop, and execute learning and development programs that align with organizational strategies, sales objectives, and client service excellence.

• Work with distribution leadership to improve and provide consultant onboarding and relationship-selling training curricula.

• Facilitate on-site and virtual coaching sessions aimed at enhancing consultative sales abilities.

• Create and sustain a consultant development framework that extends beyond the onboarding process.

• Act as a primary resource and main point of contact for new consultants.

• Mentor and guide consultants towards achieving regional objectives, individual sales targets, and long-term success.

• Assess development gaps and potential opportunities.

• Collaborate with consultants, Regional VPs, and subject matter experts to pinpoint development opportunities.

• Communicate with Regional VPs about consultant progress in relation to development and sales goals.

• Design, implement, and support training and development initiatives for Everence sales personnel.

• Identify learning opportunities, continuing education resources, and pathways for professional development.

• Participate in the planning committee for the Everence Sales Conference.

• Assist in the design of keynote and breakout sessions, and review feedback post-event.

• Manage the development and delivery of learning through the learning management system and other formats.

• Build partnerships with internal and external product partners and subject matter experts.

• Create a customized sales training program for Business Development Officers and potentially Branch Managers in collaboration with Everence Federal Credit Union.

• Perform additional duties as assigned.

⛳️ Requirements

• A bachelor’s degree in a related field is preferred.

• Series 63/65 Licensure must be obtained within six months of employment.

• A minimum of three years of experience in financial services or insurance sales is preferred.

• Experience in facilitating training, coaching, mentoring, or professional development programs is preferred.

• Must understand and apply principles of adult learning and development practices.

• Demonstrated experience in successfully leading a training and development program.

• Proven experience in designing training materials and incorporating effective learning techniques and skills.

• Excellent writing and presentation capabilities.

• Strong planning abilities, adaptability, and implementation skills.

• Ability to handle multiple projects, prioritize tasks, and meet deadlines.

• Outstanding written and verbal communication and interpersonal skills.

• Strong leadership skills with a proven ability to motivate and influence others.

• Objective listening skills with the capacity to understand, create, and adjust training programs.

• Excellent analytical skills, including research, data analysis, and the ability to derive insights.

• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, and Outlook).

• Ability to learn various database programs.

• Self-motivated and capable of working independently while encouraging collaboration and engagement within teams.

• Willingness to travel as necessary.

• Alignment with Everence's mission of empowering financial well-being for faith-inspired living.

🏝️ Benefits

• Full-time employment.

• Consideration for remote work.

• Opportunities for training and professional development.

• Coaching and mentoring opportunities.

• Learning experiences that are virtual, in-person, self-paced, and blended.

• Resources for continuing education and professional development pathways.