Sales Trainer II

pacificlife; Omaha (NE); Hybrid; USD 60,000 - 85,000; Full time

Job summary

Pacific Life in Omaha, NE is seeking a talented Sales Trainer to join our Sales Experience and Enablement team. The role requires delivering effective training across virtual and in-person formats, grounded in adult learning principles and real-world sales needs.

The trainer will design and update curricula, conduct new hire and ongoing training, and provide reinforcement coaching with field and internal wholesalers. A Series 6/7 license and experience in annuities or life insurance are required.

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.

Responsibilities

• Delivers live training via Teams/Zoom or in person for sales audiences.
• Is seen as a highly proficient facilitator of sales skills and Pacific Life knowledge.
• Conducts reinforcement coaching and field days to reinforce programs and evaluate effectiveness.
• Prepares to instruct workshops by reviewing materials, creating visuals, and setting up room and materials.
• Keeps knowledge up to date on changes in Pacific Life policies and training.
• Develops knowledge and skills to enhance training facilitation and curriculum design.
• Seeks feedback from peers, manager and participants to improve delivery and content.

Skills

Adult learning theory

Workshop facilitation

Curriculum design

Verbal communication

Written communication

Microsoft Office

Education

Bachelor's degree

Tools

LMS

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 bring:

• 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 e