Sales Trainer

Tech Sales Jobs; Omaha (NE); Hybrid; USD 73,000 - 90,000; Full time

Benefits offered by this job

Medical, Dental, Vision coverage

401k with company match

Paid parental leave

Job summary

Pacific Life is seeking a Sales Trainer II to join the Sales Experience and Enablement team in Omaha, NE. The role delivers training across live, virtual, and in-person formats and integrates annuities, mutual funds, life insurance, and distribution knowledge to empower our sales force.

This on-site/hybrid position requires Series 6 or 7, 3+ years of relevant training experience, and strong adult-learning skills.

Qualifications

• Series 6 or 7 license is required.
• Experience in annuities or life insurance required.
• Bachelor’s degree in related field preferred.
• Minimum 3 years relevant experience.
• Competent in adult learning theory, and classroom and webinar facilitation.
• Knowledge of curriculum and workshop design.
• Excellent written and verbal communication skills with strong attention to detail.
• Advanced knowledge of Microsoft Office suite.
• Able to work effectively with diverse groups of people and various position levels.
• Must be able to plan and manage time effectively to meet project deadlines.
• Must be comfortable working in an environment of change.
• Willing to travel up to 10% of the time.

Responsibilities

• Delivers live training (via Teams/Zoom or in person) in support of assignments to all sales audiences leveraging training best practices for knowledge transfer and engagement.
• Is seen as a highly proficient and credible facilitator of sales skills and Pacific Life (PL) knowledge. Is sought out for guidance regarding training activities before and after training by trainees and business partners.
• Conducts reinforcement coaching and “days-in-the-field” with both field and internal wholesalers to reinforce sales training programs and to evaluate program effectiveness. Provides consistent and timely feedback to Sales Management related to trainees.
• Prepares to instruct workshops by reviewing materials, practicing systems, creating visuals, testing equipment, rehearsing, obtaining advice and information from other Sale Training team members, preparing exercises, and setting-up room and materials
• Keeps knowledge up to date on changes in PL, CMD and training team policies, procedures and products.
• Develops knowledge and skills to continuously enhance training facilitation and curriculum design skills, and
• Learns to instruct workshops in additional areas of specialization by observing and co-facilitating internal workshops and by attending internal and external workshops.
• Seeks feedback from peers, manager and participants to improve training delivery, content and communication skills.
• Uses effective presentation skills, appropriate facilitation and adult learning techniques to conduct and facilitate training for new employees.
• Ensures training needs are met on all developmental topics including but not limited to: sales skills, product knowledge, business/industry acumen, technology and processes.
• Maintains and updates content before delivery and is prepared in the classroom.

Skills

Series 6 license

Experience in annuities

Life insurance

Bachelor's degree

Time management

Communication skills

Microsoft Office

Education

Bachelor's degree in related field

Tools

Microsoft Office

Job description

Sales Trainer II

Location: Omaha NE-6750, Newport Beach CA-700

Remote Type: On-site 4 days a week

Time Type: Full time

Job Description

Job Description:

Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead – our policyholders count on us to be there when it matters most. It’s a big ask, but it’s one that we have the power to deliver when we work together. We collaborate and innovate – pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it’s the right thing to do. Pacific Life is more than a job, it’s a career with purpose. It’s a career where you have the support, balance, and resources to make a positive impact on the future – including your own.

We’re actively seeking a talented Sales Trainer to join our Sales Experience and Enablement team in Omaha, NE. The Sales Trainer demonstrates ability to learn new, complex content and deliver training effectively. Integrates business and sales knowledge to ensure training is timely, accurate, and effective and is grounded in appropriate instructional design and adult learning principles. Delivers engaging content in all environments (ex: virtual, face to face) and creates a learning plan that includes reinforcement activities, when appropriate. Demonstrates expertise in annuities and mutual funds, life insurance, technology, distribution process, industry acumen and customer needs. Demonstrates comfort working with all levels of employees.

This role is hybrid. We believe in empowering our employees to get work done both in and out of the office. You’ll work a portion of each week from home and onsite at our Omaha office.

How you'll help move us forward:

Delivering New Hire and Ongoing Training: 50%

• Delivers live training (via Teams/Zoom or in person) in support of assignments to all sales audiences leveraging training best practices for knowledge transfer and engagement.


• Is seen as a highly proficient and credible facilitator of sales skills and Pacific Life (PL) knowledge. Is sought out for guidance regarding training activities before and after training by trainees and business partners.


• Conducts reinforcement coaching and “days-in-the-field” with both field and internal wholesalers to reinforce sales training programs and to evaluate program effectiveness. Provides consistent and timely feedback to Sales Management related to trainees.


• Prepares to instruct workshops by reviewing materials, practicing systems, creating visuals, testing equipment, rehearsing, obtaining advice and information from other Sale Training team members, preparing exercises, and setting-up room and materials


• Keeps knowledge up to date on changes in PL, CMD and training team policies, procedures and products.


• Develops knowledge and skills to continuously enhance training facilitation and curriculum design skills, and


• Learns to instruct workshops in additional areas of specialization by observing and co-facilitating internal workshops and by attending internal and external workshops.


• Seeks feedback from peers, manager and participants to improve training delivery, content and communication skills.


• Uses effective presentation skills, appropriate facilitation and adult learning techniques to conduct and facilitate training for new employees.


• Ensures training needs are met on all developmental topics including but not limited to: sales skills, product knowledge, business/industry acumen, technology and processes.


• Maintains and updates content before delivery and is prepared in the classroom.

Designing and Developing Training Materials – 25%

• Support the curriculum design process through collaboration with Sale Team members, CMD leadership ad subject matter experts.


• Participate in the design process for new hire and on-going training initiatives such as new and updated products and riders, new/update systems, project related training, and training related to sales and technology skills.


• Meets with business partners to define effort scope, provide consultative assessment and recommend training solutions. Gain consensus for training plan.


• Provides input on Sales Training content and materials, assisting with content knowledge and design skills.

Administration -15%

• Manage enrollment, and workshop communication process


• Ensure proper learning environment is available and secured. Reserving rooms, creating webinar session


• Schedules sessions in applicable systems – LMS, and/or webinar platform


• Produce and maintain workshop materials, coordinate with print supplier as needed

The experience you brin

• Series 6 or 7 license is required


• Experience in annuities or life insurance required


• Bachelor’s degree in in related field preferred


• Minimum 3 years relevant experience


• Competent in adult learning theory, and classroom and webinar facilitation


• Knowledge of curriculum and workshop design


• Excellent written and verbal communication skills with strong attention to detail.


• Advanced knowledge of Microsoft Office suite.


• Able to work effectively with diverse groups of people and various position levels.


• Must be able to plan and manage time effectively to meet project deadlines.


• Must be comfortable working in an environment of change.


• Willing to travel up to 10% of the time

#LI-TB1

Base Pay Range:

The base pay range noted represents the company’s good faith minimum and maximum range for this role at the time of posting. The actual compensation offered to a candidate will be dependent upon several factors, including but not limited to experience, qualifications and geographic location. Also, most employees are eligible for additional incentive pay.

$73,260.00 - $89,540.00

Your Benefits Start Day 1

Your wellbeing is important to Pacific Life, and we’re committed to providing you with flexible benefits that you can tailor to meet your needs. Whether you are focusing on your physical, financial, emotional, or social wellbeing, we’ve got you covered.

• Prioritization of your health and well-being including Medical, Dental, Vision, and Wellbeing Reimbursement Account that can be used on yourself or your eligible dependents


• Generous paid time off options including: Paid Time Off, Holiday Schedules, and Financial Planning Time Off


• Paid Parental Leave as well as an Adoption Assistance Program


• Competitive 401k savings plan with company match and an additional contribution regardless of participation

You Can Be Who You Are

We are committed to a culture of diversity and inclusion that embraces the authenticity of all employees, partners and communities. We support all employees to thrive and achieve their fullest potential.

What’s life like at Pacific Life? Visit Instagram.com/lifeatpacificlife

EEO Statement:

Pacific Life Insurance Company is an Equal Opportunity /Affirmative Action Employer, M/F/D/V. If you are a qualified individual with a disability or a disabled veteran, you have the right to request an accommodation if you are unable or limited in your ability to use or access our career center as a result of your disability. To request an accommodation, contact a Human Resources Representative at Pacific Life Insurance Company.