Lead Sales Trainer; Retirement Plans

Lead Sales Trainer (Retirement Plans)

Denver, Colorado | Full time

Job Family:
Sales Support / Operations

• Define, create, and deliver training programs to meet learning and development needs of business units and develop instructor materials and assessments.
• 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.
• Provide ongoing training for new products, systems, and processes to ensure sales teams are equipped to succeed.
• Design, develop, and facilitate ongoing training to continually improve sales skills (e.g., relationship selling, decision‑making styles, customer‑centric language).
• Design, develop, and facilitate leadership development training for management across distribution channels.
• Identify appropriate content for LMS, evaluate existing content for e‑learning module development.
• Serve as a mentor to trainers, conduct informal quality assurance and share best practices.
• Evaluate participant and manager evaluations to measure training effectiveness with 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 to develop sales strategies, materials, and messaging.
• Support building a learning and development bench of talent through training, coaching, and mentoring.

• 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 (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 and ability to work both independently and on a team.
• 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, especially retirement plans.
• Certified Professional in Learning and Performance (CPLP) or Certified Retirement Plan Specialist (CRPS).
• Instructional design experience.
• Computer application software knowledge (Microsoft Office, Outlook, Word, Excel, PowerPoint, SharePoint, CoPilot) preferred.

• Hybrid office environment: three days in office at Denver office.
• Occasional travel