Equipment Finance Training Consultant

Purpose of Requisition

• The Client is modernizing Equipment Finance (EF) operations and electronic work spaces.
• Presently, EF Associates employ different computer applications to perform like functions.
• This project will train EF Associates to perform work employing computer applications across the organization.
• Consultants will be required to train Associates to perform actions using INFOLEASE 9, PEGA, FLEX, SALESFORCE and other associated business software applications.
• Consultants will develop training content and deliver training to new system users.

• We are seeking a highly motivated and experienced Training Consultant to design, develop, and deliver comprehensive training programs for our finance professionals.
• The ideal candidate will possess a deep understanding of computer-based applications, exceptional instructional design skills, and a proven ability to engage and educate diverse audiences.
• As a Training Consultant, you will be part of a team that conducts needs assessments to identify skill gaps, creating engaging training materials, including presentations, workbooks, and interactive exercises, and facilitating both in‑person and virtual training sessions on a wide range of financial topics.
• You will collaborate closely with subject matter experts within Equipment Finance to ensure accuracy and relevance of content, and continuously evaluate the effectiveness of training programs, making data‑driven improvements.
• Furthermore, you will serve as a resource for ongoing learning and development, providing support and guidance to associates seeking to enhance their career potential.
• A strong commitment to fostering a culture of continuous learning and professional growth within the organization is essential.

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances.

If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to  To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy:

• Proven live, in‑person training experience delivering classroom‑style sessions to 20–30+ adult learners (not just virtual or LMS‑only training).
• Hands‑on Salesforce experience with the ability to quickly learn and train others on complex enterprise applications (e.g., PEGA, workflow tools, finance systems).
• Instructional design & content development background—has created training decks, workbooks, CBT materials, and job aids (not just delivering pre‑built content).
• Enterprise systems training experience—comfortable translating business processes into system‑based training for end users during modernization or transformation initiatives.
• Financial Services working experience.
• Equipment Leasing experience.