Consultant Development & Sales Training Specialist

POSITION SUMMARY

Provide leadership and coordination for education, training, coaching, onboarding, and professional development initiatives for Financial Consultants and other sales-related positions. Partner with consultants throughout onboarding and their early years, helping them build the knowledge, skills, and confidence needed for long-term success. Design, build, and implement learning and development programs that enhance performance and align with organizational strategies, sales goals, and client service excellence.

RESPONSIBILITIES AND DUTIES

• New Consultant Onboarding and Development
• Collaborate with the distribution leadership team to continuously enhance and deliver the consultant onboarding program and relationship-selling curriculum for Financial Representatives, Financial Consultants, and Stewardship Consultants.
• Conduct coaching sessions, both on-site and virtually, to enhance consultative sales skills and support consultants in delivering effective, advice-based recommendations.
• Develop and maintain a consultant development framework that supports growth beyond onboarding, serving as a key resource and main point of contact for new consultants during their early years at Everence. Provide guidance, coaching, and development to support their regional goals, individual sales goals, and overall long-term success. Help analyze gaps and opportunities to grow.
• Partner with consultants, Regional VPs, and subject matter experts to identify development opportunities that build competencies, deepen product knowledge, and strengthen selling skills. Communicate regularly with the Regional VPs regarding consultant progress towards development and sales goals.
• Ongoing Professional Development
• Based on the strategic direction set by the Chief Distribution Officer, help create, implement, and support training and development programs for Everence sales staff. Identify learning opportunities, continuing education resources, and professional development pathways that strengthen consultant effectiveness and client service.
• Participate as a member of the Everence Sales Conference planning committee. Collaborate with the Conference Manager, serving as a resource for keynote and breakout session design. Review post-event feedback to confirm goals were achieved.
• Manage the development and delivery of learning through the learning management system and other modalities supporting individual and group learning, including virtual, in-person, self-paced, and blended learning experiences.
• Identify and establish partnerships with internal and external product partners and subject matter experts to develop relevant training and development opportunities for the sales team.
• In coordination with Everence Federal Credit Union, develop a tailored sales training program specifically for Business Development Officers (and potentially Branch Managers) that mirrors the Everence Financial Milestones program.
• Other duties as assigned by supervisor.

QUALIFICATIONS

Education:

Bachelor’s degree in a related field is preferred

Licensure:

Series 63/65 Licensure within six months of employment required

Experience:

• Three years of financial services/insurance sales experience preferred
• Experience facilitating training, coaching, mentoring, or professional development programs preferred

Skills and Abilities:

• Must understand and apply adult learning principles and development practices
• Passion for developing people and fostering a culture of continuous learning, with the ability to build credibility and serve as a trusted advisor to new consultants throughout onboarding and early-career development
• Proven and successful experience leading a training and development program
• Demonstrated experience designing training materials and integrating effective learning techniques and skills, along with strong writing and presentation skills
• Must have strong planning skills, flexibility, and the ability to implement
• Must be well organized, able to handle a variety of projects at the same time, prioritize tasks, and complete them in a timely manner
• Excellent interpersonal and communication skills, both written and verbal; respectful, diplomatic, and professional in interactions with others
• Strong leadership with a demonstrated ability to motivate and influence others
• Must possess objective listening skills; ability to understand, create, and modify training programs as needed
• Strong analytical skills; willing to do research, data analysis, and have the ability to draw insights from it
• Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, and Outlook) and able to learn multiple database programs
• Self-motivated and able to work independently while fostering collaboration and engagement across teams
• Willingness to travel as needed to support training, onboarding, and development initiatives
• Alignment in supporting the Everence mission of empowering financial well-being for faith-inspired living

SUPERVISORY RESPONSIBILITIES: None SCHEDULE: Full-time LOCATION: Goshen, IN or Lancaster, PA preferred, Remote considered