Lead Sales Trainer; Retirement Plans

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.

• 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 RVPs, 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).

• 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.

• 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, SharePoint, CoPilot).

Hybrid office environment: 3 days in office (Baltimore, Cedar Rapids, Philadelphia, Denver). Occasional Travel