Training & Onboarding Manager

At Neilson, we’re dedicated to helping families secure financial protection for their loved ones with a range of life insurance options. We have evolved from our origins in the UK, where the business was launched in 2012, to become an award‑winning international operation and leader in the global life insurance market. Today, we have offices in the USA, Canada, Ireland, and Australia.

The Training and Onboarding Manager is an opportunity designed to lead classroom training for new hires. You will play a key part in providing in‑class product and sales skills training and offering ongoing coaching and development support in a live sales environment. This role requires a dynamic and motivated individual who can identify and address gaps in sales skills, deliver additional training and support Sales Managers through active sales coaching.

• Guide learners through the Neilson Financial Services onboarding program, providing in‑class product and sales‑skills training.
• Progress with learners into the live sales environment, providing coaching and development support.
• Use sales knowledge, training, and coaching skills to identify gaps in and improve sales skills at an individual agent level or a team/departmental level.
• Provide additional sales and non‑sales training, as well as active sales coaching in support of Sales Managers.

• Experience with presentations/training delivery is a definite asset.
• Demonstrated experience in training, coaching, or employee induction, ideally in a regulated financial services industry.
• Previous successful experience within a sales role in a regulated financial services environment.
• Proven presentation, facilitation, and strong coaching skills & techniques.
• Proven experience in delivering feedback to foster positive behavioral changes.
• Strong core leadership skills to provide effective leadership during training and onboarding phases.
• A high level of organizational & time management skills.
• Drive and motivation, with the ability to think innovatively to explore the art of the possible.

• Dynamic individuals with high energy.
• Relentless attitude towards sales best practice and driving improvement.
• Strong leadership skills.
• Innovative thinker.

Base Salary Range:$60,000 - $75,000

This posting is intended to fill an existing vacancy, with a headcount requirement of 2 positions.

This is a Full‑Time in Office position.

If you are passionate about making a difference, you thrive in a fast‑paced and entrepreneurial environment and you want to be a part of a high performing team, we would love to hear from you!

We strive to make our job application process accessible to all individuals, including those with disabilities. If you require accommodation at any stage of the application, interview, or selection process, please contact our Human Resources department. Our team will work with you to provide suitable accommodations to ensure your participation.

Neilson Financial Services is an equal opportunity employer. We welcome and encourage applications from candidates of all backgrounds and abilities. Our commitment to diversity and inclusion is fundamental to our company culture.

We use AI to assist with parts of our screening process and for interview note‑taking. All hiring decisions are made by humans.