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Senior Sales Trainer - PCG - Req. 1901435


Description


Job Summary:

Under limited supervision, uses specialized knowledge and skills obtained through experience, education and/or training to support branch managers, mentors, and new Financial Advisors in training and accountability initiatives.  Serves as a liaison between the New Financial Advisor Development group to PCG branch offices and new Financial Advisors. Leads defined work or projects of moderate scope and complexity and/or serves as a technical advisor to others.  Extensive contact with internal customers to identify, research, and resolve training issues.  Effectively partners with other training, product and service areas to build training solutions. May direct associates using established policies and procedures and set priorities to ensure task completion. Develops and implements training programs, projects, or processes for a major segment of a complex function or a small diverse business.

Essential Duties and Responsibilities:

• Delivers, implements, and maintains learning programs and materials specific to the PCG branch office training and accountability needs.
• Assist with identifying training needs and requirements with management.
• Analyzes and develops training needs and creates and develops solutions.
• Help facilitate training programs to managers and/or large groups of associates.
• Participates in development programs to increase training support.
• Reviews performance and evaluates results achieved by subordinates.
• Balances conflicting resources and priority demands.
• May coach and mentor new financial advisors, and branch associates.
• May coach branch managers.
• May provide feedback to branch managers on trainee progress during training class.
• Prepares and delivers written and oral presentations to various levels in the firm.
• Interprets and applies organizational policies and procedures.
• Participates in establishing objectives and developing processes and procedures to ensure efficient and timely work flow.
• Performs periodic reporting on work progress, project completions and additional ad-hoc reporting as needed.
• Coaches and mentors subordinates, identifies training needs and recommends development programs.
• Performs other duties and responsibilities as assigned.

 

Qualifications


Knowledge, Skills, and Abilities:

Extensive knowledge of:

• Working structure, policies, mission and strategies of the organization.
• Operational processes and procedures of assigned functional areas.
• Adult learning theory. 
• Concepts, principles and practices of the financial services industry.
• Fundamental concepts, practices, and procedures in education and training.
• Financial markets and products.

Advanced skills in:

• Analyzing training materials and learner information.
• Preparing instructional sites.
• Managing the learning environment and delivering effective instruction.
• Responding to learner needs for clarification or feedback.
• Providing positive reinforcement and motivational incentives.
• Selecting and using appropriate instructional methods and media.
• Evaluating learner performance and reporting evaluation information.
• Evaluating instructional delivery.
• Operating standard office equipment and using required software application to produce correspondence, reports, electronic communication, and spreadsheets.

Ability to:

• Use appropriate interpersonal styles and communicate effectively and professionally, both orally and in writing, with all organizational levels to accomplish objectives.
• Establish and communicate clear directions and priorities.
• Incorporate needs, wants and goals from different business unit perspectives into training plans.
• Balance conflicting resources and priority demands.
• Gather information, identify linkages and trends and apply findings to operations.
• Read, interpret, analyze and apply technical and compliance information. 
• Attend to detail while maintaining a big picture orientation.
• Maintain current in operational issues and training best practices.
• Generate enthusiasm and influence, motivate and persuade others to achieve desired levels of customer service.
• Plan, assign, monitor, review, evaluate and lead the work of others; coach and mentor others.
• Work independently or within a team environment.
• Resolve problems and use independent judgment in making decisions.
• Interpret and apply policies and identify and recommend changes as appropriate.

Educational/Previous Experience Requirements:

• Bachelor’s Degree (B.A.) and a minimum of three (3) years of industry experience in performance management.
~or~
• An equivalent combination of experience, education, and/or training as approved by Human Resources.

Licenses/Certifications:
• SIE required provided that an exemption or grandfathering cannot be applied.
• FINRA Series 7 or the ability to obtain within six (6) months.