Training Manager
: Job Details :

Our client, a financial services firm, seeks an experienced Training Manager to join their team.

JOB DESCRIPTION

The responsibility of the Training Manager is to educate and develop financial representatives (FRs) who are in their first five years of the business, with an emphasis on the first year FRs. This involves working with the Director of Training, network office leadership & home office to implement existing training, develop new programs, support and facilitate multiple levels of training for financial representatives and supporting staff and promote the growth and development of individual representatives and their teams.

Responsibilities

- Facilitate Financial Planning Academy. Guide candidates through the training requirements, with an emphasis on language preparedness. Help facilitate basic sessions and conceptual learning modules. Help with scheduling of pre & post academy trainings.

- Work with Recruiting and Contracting Coordinators for onboarding requirements.

- Work with the Director of Training, Director of Development & CGO to update and implement the annual training calendar for the network office. Proactively communicate calendar to all appropriate parties.

- Assist as needed in facilitating Weekly Training, Client Builder Study Groups, Network Office Days, as well as other office training programs with outside speakers.

- Assign and track learning modules through training and first 5 years of FR development program

- Serve as an Activity Coach. Meet with FRs in their first 6-12 months in the business to keep them accountable to Granum Level Activity. Partner with leadership and other mentors to monitor individuals' overall progress and results by monitoring metrics and measurement of productivity goals.

- Help keep FRs accountable throughout training. Maintaining availability for continued coaching and teaching opportunities during first 12 months of an FRs career & communicating concerns with senior leadership based on observations and interactions.

- Disseminate continuing education programs and components, communicate to financial representatives, support progress, and celebrate achievements.

Qualifications

- Bachelor's Degree, preferably in adult education or business administration.

- Two-four years of experience developing and facilitating training programs.

- Two-three years of financial services and/or sales industry experience.

- Instructional design experience and superior presentation skills.

- Work effectively with people at all levels and build strong relationships.

- Effectively manage time to address multiple priorities.

- Strong analytical skills, detail oriented, and ability to maintain a high degree of confidentiality.

- Certified Master Trainer designation recommended within first six-to-twelve months.

Salary $75,000 to $80,000

This position is on-site five days a week.