Director Sales Training Development

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NOW. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

$95,000.00/yr - $/yr

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About the Company

People

Solutions

NOW is conducting a talent search on behalf of a Mass Mutual Firm (The Pelora Group). MUST LIVE IN CHARLOTTE. Four days per week in office | 1 day remote.

The Pelora Group is committed to helping families, business owners, executives and employees make good decisions when it comes to being financially prepared for the next stage of their lives.

We have the innovative culture of a startup, but with the esteemed legacy and stability of an established company. Mass Mutual was founded in 1851. The Pelora Group, a General Agency of Mass Mutual, is a financial services firm with offices throughout the Carolinas.

About the Role

The Director of Advisor Development and Training is responsible for implementing and overseeing the training and development programs for financial advisors at The Pelora Group (TPG). This role ensures that advisors acquire the necessary skills, knowledge, and professional growth opportunities to build successful financial planning practices. The Director will manage training programs from onboarding through the third year, helping advisors master client acquisition, relationship building, financial planning, and practice management.

Responsibilities

Training Delivery:

• Continuously refine the training program for new and second/third-year financial advisors, ensuring alignment with TPG’s goals and values.
• Deliver training on sales skills, client relationship management, and practice growth using existing content and processes.
• Collaborate with subject-matter experts to incorporate advanced financial planning topics and specialized training (e.g., niche market strategies, advanced tax planning).
• Implement diverse learning formats, including workshops, one-on-one coaching, role-playing, peer learning, and self-paced modules.
• Lead and facilitate workshops, training sessions, and development seminars for new advisors.
• Deliver training content on key areas such as client acquisition, client service, business development, and financial planning mastery.
• Organize and conduct role-playing exercises to simulate real-life client meetings, sales calls, and business development activities.
• Manage external resources and guest speakers to enhance the quality of the training program.
• Coordinate mentorship opportunities between experienced advisors and junior/new advisors.

Ongoing Advisor Support and Coaching:

• Provide direct coaching and development guidance to advisors, offering personalized feedback and action plans for improvement.
• Meet regularly with advisors to assess their progress in the training program, ensuring key milestones are met.
• Identify areas for improvement, from sales techniques to client management and practice efficiency, and guide advisors toward solutions.
• Oversee the mentorship program, ensuring effective mentor-mentee pairings and incorporating mentor feedback into advisor development plans.

Monitor Progress and Accountability:

• Track advisor progress using established key performance indicators (KPIs) for each stage of the training program, including client acquisition, revenue growth, client retention, and practice management.
• Work with sales managers to conduct regular performance reviews and provide actionable feedback to ensure advisors meet individual goals and firm expectations.
• Track and report advisor performance and program success to senior leadership, adjusting the curriculum as needed based on outcomes and challenges.
• Partner with internal stakeholders to ensure advisors are equipped with the necessary tools and resources to succeed.

Curriculum and Continuous Improvement:

• Update the training curriculum as needed to reflect industry trends, regulatory changes, and new technologies, ensuring advisors remain competitive.
• Gather feedback…