Jackson

Sr. Sales Trainer

Jackson$70K — $95K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

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, ideally in sales training, required.
  • 2+ years of financial services industry experience required.
  • Public speaking experience required.
  • Securities Industry Essentials (SIE) required.
  • FINRA Series 6 or 7 required.

Responsibilities

  • Collaborate with the team to plan and implement sales training for sales desk personnel.
  • Conduct needs assessments for training programs and coordinate with management for development.
  • Contribute to the educational program strategy and roadmap delivery.
  • Maintain updated training materials including scripts and presentations.
  • Monitor training progress and document completed training activities.
  • Evaluate and enhance the effectiveness of training programs for sales associates.
  • Design and present instructional programs to company personnel.

Benefits

  • Comprehensive training programs for career development.
  • Collaboration with key stakeholders and departments.
  • Opportunity to work independently and in team settings.
  • Access to refined training materials and ongoing evaluation processes.
Full Job Description
If you are an internal associate, please login to Workday and apply through Jobs Hub.

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.


About Jackson

Jackson Careers

Join the vibrant team at Jackson, a leader in industry innovation and growth. At Jackson, we offer more than just job opportunities; we provide a platform for professional development and leadership in a diverse and inclusive environment.

Work You’ll Do

At Jackson, you’ll be part of a dynamic team committed to excellence and innovation. Our company is at the forefront of industry leadership, providing a wealth of opportunities for career advancement and professional growth. Whether you’re looking for a full-time position or an internship, Jackson is the place where your skills will be honed, and your professional aspirations realized.

Explore Jackson’s Employment Opportunities

We are constantly expanding our team with talented individuals who are eager to drive innovation and lead in their respective fields. Our hiring process is designed to identify and nurture such talent, ensuring that every team member is equipped to contribute effectively. From your initial interview to your ongoing career development, Jackson supports you at every step.

Internship Programs

Kickstart your career with a Jackson internship. Gain invaluable industry experience, develop your skills, and build a professional network that will serve you throughout your career. Our internships offer a unique insight into our company culture and operations, setting the stage for future employment opportunities.

Benefits and Culture

At Jackson, we believe that our team is our greatest asset. We are committed to providing comprehensive benefits that promote health, well-being, and work-life balance. Our culture is built on a foundation of respect, diversity, and inclusion, ensuring that all team members feel valued and inspired.

Professional Growth and Development

We are dedicated to the continuous professional development of our employees. Jackson offers diverse training programs, including leadership development and diversity training, to help you grow at every stage of your career. Our commitment to your growth is matched by our commitment to innovation and excellence in everything we do.

Join Our Team

Search open positions that match your skills and interests on the Jackson Jobs portal. We look for passionate, curious, creative, and solution-driven team players. Ready to take the next step in your career? Explore the exciting and rewarding opportunities at Jackson today.

Stay Connected

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Networking and Career Advancement

At Jackson, networking is at the heart of professional and personal advancement. Engage with leaders and peers within the company through various platforms and events. These interactions provide valuable insights and opportunities that can propel your career forward. Join Jackson, where your career is our priority, and your potential is our investment. Let’s innovate and lead together in this dynamic industry.
Learn more about Jackson
Market Cap
$2.8 billion
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