Sales Performance Coach

Clearview Federal Credit Union; Moon Township (Allegheny County); Hybrid; USD 55,000 - 90,000; Full time

Job summary

An established industry player is seeking a dynamic Sales Performance Coach to enhance the sales skills and member experience of their team. This role involves designing and delivering innovative training programs that equip employees with the tools needed to excel in a consultative sales environment. You will be responsible for creating engaging training materials and implementing a blended learning approach to ensure staff are well-prepared to meet organizational goals. Join a forward-thinking company that values diversity and fosters an inclusive workplace where your contributions will make a meaningful impact.

Qualifications

• 2+ years of experience in sales training or coaching.
• Ability to design and deliver engaging training programs.

Responsibilities

• Develop and deliver sales training programs for employees.
• Conduct ongoing development programs to reinforce sales techniques.

Skills

Sales Training

Consultative Sales Approach

Coaching Techniques

Adult Learning Principles

Presentation Skills

Communication Skills

Organizational Skills

Education

Bachelor’s Degree in Business

Experience in Financial Services

Tools

Microsoft Office Suite

Learning Management Systems (LMS)

Salesforce

Job description

OBJECTIVE

The Sales Performance Coach is responsible for developing and delivering training programs that enhance the sales skills, product knowledge, and member experience for new and existing employees.Using a consultative sales approach, this role ensures that staff are equipped to identify member needs, recommend appropriate financial solutions, and drive growth in order to meet organizational sales goals.

WORKING HOURS

• The position is hybrid and involves travel. Responsibilities will be carried out from home, at the corporate Moon office, and weekly visits to various financial centers.
• Monday-Friday 8:30 – 5:00, based on operational needs.

MINIMUM QUALIFICATIONS

• Bachelor’s Degree in Business, Finance, Education or a related field preferred or equivalent experience.
• Minimum two years of experience in sales training, coaching, education or transferrable experience required; working within a financial service industry is preferred.
• Advanced understanding of the consultative sales process and principles.
• Demonstrated success in sales coaching to improve sales performance using various coaching techniques.
• Experience applying adult learning principles and their application to sales training, ensuring content resonates with diverse learning styles.
• Advanced presentation, facilitation, and communication skills, with the ability to engage and motivate sales teams at all levels.
• Experience designing and delivering sales training in various formats, including e-learning, presentations, and workshops.
• Experience developing sales-focused training programs using instructional design methodologies and tools, such as ADDIE, or other instructional design frameworks.
• Proficiency in Microsoft Office Suite (PowerPoint, Word, Excel, OneNote, etc.) and Learning Management Systems (LMS) to support content creation and training delivery.
• Experience in CRM systems (e.g., Salesforce) and the ability to integrate CRM data into sales coaching and training initiatives is preferred.
• Strong organizational skills with the ability to manage multiple training programs and priorities.
• Proficiency in Microsoft Office Suite (PowerPoint, Word, Excel, OneNote) and Learning Management Systems (LMS) to support content creation and training delivery.
• Ability to travel to financial centers.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Design, develop and deliver engaging sales training programs for member-facing employees, including frontline and outbound calling staff
• Develop training materials, including presentations, guides, and e-learning modules, that align with Clearview’s goals and values
• Conduct sales training and ongoing development programs to reinforce sales techniques and product knowledge; this includes emotional intelligence training
• Implement a blended learning approach, including in-person workshops, virtual training events, role-playing exercises, and on-the-job coaching
• Ensure training aligns with Clearview’s sales goals, member service standards, and compliance regulations
• Train team members on Clearview’s products, services, and any updates to ensure employees are well-versed in offerings and can answer member inquiries confidently
• Develop and standardize sales scripts, lead qualification criteria, and member interaction protocols
• Partner with branch managers and department leaders to assess employee sales performance and identify training needs
• Provide individualized coaching and feedback to improve sales, as well as member engagement
• Keep the Sales team informed of industry trends, emerging sales techniques, and new tools or technologies, that can aid in member engagement from a learning point of view
• Stay updated on cross-departmental changes that impact the Sales team, incorporating them into training when needed
• Gather feedback from trainees, managers, and leadership to enhance training effectiveness
• Maintain records of training sessions, team progress, and individual performance improvements
• Provide management with regular reports on training effectiveness, identifying successes, challenges, and areas for future development
• Assist in onboarding new hires, providing foundational training and integrating them into the Sales team smoothly
• Help assess prospective hires’ sales aptitude as part of the recruitment process when required and if necessary
• Maintain a working and professional relationship with vendors
• Support Clearview’s Commitment to Diversity, Equity & Inclusion by welcoming and embracing the unique differences of others, treating others fairly and equitably, and creating an inclusive experience where others feel respected and valued; Understand and believe a diverse workplace is essential to the company’s vision and success.

Clearview values diversity in its workforce. We are proud to be an equal opportunity employer. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.