Training and Onboarding Manager - Calgary

Neilson Financial Services Ltd; Calgary; On-site; CAD 70,000 - 75,000; Full time

Job summary

Neilson Financial Services Ltd in Calgary, Alberta, is seeking a Training and Onboarding Manager to guide learners through onboarding, deliver in-class product and sales-skills training, and provide ongoing coaching in a live sales environment.

You will identify gaps in sales skills, deliver supplementary training, and support Sales Managers with active coaching. Base salary range CAD 70,000–75,000.

Qualifications

• Experience training, coaching, or employee induction in regulated financial services.
• Sales experience in a regulated financial services environment.
• Strong presentation, facilitation and coaching skills.
• Proven ability to deliver feedback to foster positive behavioral changes.
• Strong leadership and organizational/time-management skills.
• Innovative thinker with drive and motivation.

Responsibilities

• Guide learners through onboarding program with in-class product and sales-skills training.
• Progress learners into the live sales environment with coaching and development support.
• Identify gaps in sales skills and improve performance at individual or team/department level.
• Provide additional sales and non-sales training and active coaching in support of Sales Managers.

Skills

Training experience

Coaching

Sales coaching

Leadership

Time management

Feedback delivery

Presentation skills

Job description

At Neilson, we're dedicated to helping families secure financial protection for their loved ones with a range of life insurance options.

Neilson is a leading provider of innovative, simple and great-value direct life insurance products. You may have come across some of our brands such as Cover Direct and Seniors Choice.

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 in addition to our UK operations.

The Training and Onboarding Manager at Neilson Financial Services is responsible for guiding learners through the company's onboarding program, 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.

Duties & Responsibility

• 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.

Qualifications

• 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

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!

Base Salary Range: $70,000-$75,000

This posting is intended to fill an existing vacancy, with a headcount requirement of 1 position.

Accessibility for Job Applicants:

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.

Equal Opportunity Employer:

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.