Lead Sales Trainer, Retirement Plans

• 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.

• Assess and determine training needs with sales leadership, managerial feedback, and observation of wholesaler activity and performance.

• Conduct ongoing evaluation of training effectiveness based on levels of participant reaction, knowledge acquired, behavioral change, and business impact.

• 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 RVP’s, 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.

• 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

Demonstrates expertise in designing and delivering training programs tailored to sales teams, with a strong focus on adult learning principles and ongoing evaluation of training effectiveness. Proficient in project management and mentoring trainers to enhance team performance and knowledge.

• Learning And Development Experience
• Adult Learning Principles
• Project Management Skills
• Advanced Documentation Skills
• Strong Communication Skills

• Training Program Development
• Evaluation Of Training Effectiveness
• Technical Writing
• Sales Skills Development
• E-Learning Module Development

• Interpersonal Skills
• Customer Service Skills
• Creative Problem Solving
• Team Collaboration

• Retirement Services
• Mutual Fund
• Annuity
• Life Insurance
• Employee Benefits

• Learning Management Systems (LMS)
• MS Office Proficiency