Lead Sales Trainer (Retirement Plans)

About this role

Job Family Sales Support / Operations About Us  

  At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests.   

Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment — one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there.  

Who We Are  

We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life .   

Today, we’re part of an international holding company, with millions of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what’s important to them.  

We’re empowered by a vast agent network covering North America, with diversity to match. Together with our nonprofit research institute and foundation, we tune in, step up, and are a force for good — for our customers and the communities where we live, work, and play. United in our purpose, we help people create the financial freedom to live life on their terms.  

What We Do  

Transamerica is organized into three distinct businesses. These include 1) World Financial Group, including Transamerica Financial Advisors, 2) Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of long term care, universal life, and variable and fixed annuities. These are supported by Transamerica Corporate , which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs.  

Transamerica employs nearly 7 ,000 people. It’s part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide. * For more information, visit transamerica.com .   

Job Description Summary Deliver an exceptional training experience to Transamerica Retirement Services sales teams through bespoke presentations for large scale projects, product launches, and ongoing sales team development. Assess and determine training needs with sales leadership, managerial feedback, and observation of wholesaler activity and performance. Conduct ongoing evaluation of training effectiveness based on levels of participant reaction, knowledge acquired, behavioral change, and business impact. Job Description Responsibilities  

• Define, create, and deliver training programs to meet the learning and development needs of the business units. Develop instructor materials and assessments specific to training requirements.  

• Lead the design and development of new hire training and   facilitate   program delivery to virtual and external RVP’s, internal wholesalers, sales desk assistants, account managers, etc. for each product.  

• Provide ongoing training in response to new products, systems, and processes to ensure sales teams have the knowledge and tools to succeed. Provide supplementary and review training as needed.  

• Design, develop, and   facilitate   on-going training for continual improvement of sales skills ( e.g.   relationship selling, decision-making styles, customer centric language, etc.)  

• Design, develop, and   facilitate   leadership development training to management across distribution channels.  

• Identify   appropriate content   to implement using learning management systems (LMS); evaluate existing content for   development   of e-learning modules and programs.  

• Serve as a mentor to trainers to develop skills, knowledge, and   proficiency , and conduct informal quality assurance through peer review and attendance of offered training programs; share best practices, successes, and innovations to help advance team performance.  

• 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).

​Qualifications • Bachelor’s degree in a business field or equivalent experience

• Seven years of learning and development experience

• Deep 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

• Advanced proficiency using MS Office tools

Preferred Qualifications • Training experience in the financial services industry, particularly qualified retirement plans   

• Certified Professional in Learning and Performance (CPLP) or Certified Retirement Plan Specialist (CRPS)  

• Instructional design experience  

• Computer application software knowledge preferred ( e.g.   Microsoft Office, Outlook, Word, Excel,   Powerpoint ,   Sharepoi

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