Consultant, Development & Sales Training Specialist

🔥 0 minutes ago

🔔 Pennsylvania – Remote

🔔 Pennsylvania – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

💵 Sales Development (SDR)

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Everence Financial

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 1945

🛡️ Insurance

💼 Consulting

🏥 Healthcare

Insurance • Consulting • Healthcare

Everence Financial is a financial services organization that provides banking and account-related services to customers, with online sites and account access that may be restricted by geographic region. The company offers customer support via phone and email to help existing account holders and visitors who encounter access or account information issues.

📋 Description

• Provide leadership and coordination for education, training, coaching, onboarding, and professional development initiatives for Financial Consultants and other sales-related positions • Partner with consultants throughout onboarding and their early years to build knowledge, skills, and confidence • Design, build, and implement learning and development programs aligned with organizational strategies, sales goals, and client service excellence • Collaborate with distribution leadership to enhance and deliver consultant onboarding and relationship-selling curricula • Conduct on-site and virtual coaching sessions to enhance consultative sales skills • Develop and maintain a consultant development framework beyond onboarding • Serve as a key resource and main point of contact for new consultants • Guide and coach consultants toward regional goals, individual sales goals, and long-term success • Analyze development gaps and opportunities • Partner with consultants, Regional VPs, and subject matter experts to identify development opportunities • Communicate with Regional VPs regarding consultant progress toward development and sales goals • Create, implement, and support training and development programs for Everence sales staff • Identify learning opportunities, continuing education resources, and professional development pathways • Participate on the Everence Sales Conference planning committee • Support keynote and breakout session design and review post-event feedback • Manage learning development and delivery through the learning management system and other modalities • Establish partnerships with internal and external product partners and subject matter experts • Develop a tailored sales training program for Business Development Officers and potentially Branch Managers in coordination with Everence Federal Credit Union • Perform other duties as assigned

🎯 Requirements

• Bachelor’s degree in a related field is preferred • Series 63/65 Licensure within six months of employment required • Three years of financial services/insurance sales experience preferred • Experience facilitating training, coaching, mentoring, or professional development programs preferred • Must understand and apply adult learning principles and development practices • Proven and successful experience leading a training and development program • Demonstrated experience designing training materials and integrating effective learning techniques and skills • Strong writing and presentation skills • Strong planning skills, flexibility, and ability to implement • Ability to manage multiple projects, prioritize tasks, and complete them timely • Excellent written and verbal interpersonal and communication skills • Strong leadership with demonstrated ability to motivate and influence others • Objective listening skills and ability to understand, create, and modify training programs • Strong analytical skills, research, data analysis, and ability to draw insights • Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, and Outlook) • Able to learn multiple database programs • Self-motivated and able to work independently while fostering collaboration and engagement across teams • Willingness to travel as needed • Alignment with the Everence mission of empowering financial well-being for faith-inspired living

🏖️ Benefits

• Full-time employment • Remote work considered • Training and professional development opportunities • Coaching and mentoring opportunities • Virtual, in-person, self-paced, and blended learning experiences • Continuing education resources and professional development pathways

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