Senior Associate Sales Trainer – Employee Benefits

Responsibilities

• This role serves the Employee Benefits Division through the design, development, and delivery of learning solutions that empower our key stakeholders to drive meaningful business results.
• This role will report to the Director of Sales Training for Protection, Retirement, and Employee Benefits, and work closely with sales leaders, operations partners, and their respective teams.
• The successful candidate will be involved in all aspects of sales training development, including planning, building, delivering, measuring and supporting the programs we offer.
• The ideal candidate will be organized, well-versed in employee benefits, a skillful communicator using considered and appropriate means, and able to convey advanced sales skills and concepts simply and meaningfully, using adult learning practices and visual communication.
• The Senior Associate Sales Training plays a strategic role in shaping and delivering high-impact learning experiences that drive sales performance and support enterprise-level initiatives.
• This role combines deep instructional design expertise with leadership, project management, and stakeholder collaboration to create scalable, innovative, and measurable learning solutions.

Requirements

• Highly organized with a strong attention to detail.
• Strong planning and execution skillset.
• Ability to learn and leverage learning technologies.
• Stays current on latest and emerging trends and technologies.
• Understands internal systems used by sales teams.
• Intimate understanding of insurance and employee benefit products and sales processes.
• Ability to manage multiple projects with overlapping timelines.
• Proficient in collaborative work, with the ability to work independently to achieve outcomes.
• Undergraduate Degree (preferably in a related field such as business administration, human resources, and organization development); Master's degree preferred. Industry certifications (e.g., CPTD/APTD) desirable.
• 5+ years' experience in the instructional design and delivery, preferably in financial services and/or insurance industry.
• Experience with elearning authoring tools (e.g., Articulate 360, Captivate).
• Exceptional presentation skills with the ability to deliver to audiences of varying experience and seniority.
• Skilled communicator possessing strong written and verbal communication skills.
• Excellent planning, organizing, coordinating, and time management skills, with strong attention to detail.
• Skilled with Microsoft Office Suite (Word, Excel, PowerPoint); CRM and illustration experience is preferred.
• Experience with learning management systems and technologies is preferred.
• Experience adapting presentations "in real-time" as audience needs dictate (examples - ability to adapt to a shortened time allotment for training, a location change, technology challenges).