Sr Associate Sales Trainer - Employee Benefits

Purpose:
This role serves the Employee Benefits Division through the design, development, and delivery of learning solutions that empower our key stakeholders to drive meaningful business results. This role will report to the Director of Sales Training for Protection, Retirement, and Employee Benefits, and work closely with sales leaders, operations partners, and their respective teams.

The successful candidate will be involved in all aspects of sales training development, including planning, building, delivering, measuring and supporting the programs we offer. The ideal candidate will be organized, well-versed in employee benefits, a skillful communicator using considered and appropriate means, and able to convey advanced sales skills and concepts simply and meaningfully, using adult learning practices and visual communication.

The Senior Associate Sales Training plays a strategic role in shaping and delivering high-impact learning experiences that drive sales performance and support enterprise-level initiatives. This role combines deep instructional design expertise with leadership, project management, and stakeholder collaboration to create scalable, innovative, and measurable learning solutions.

Responsibilities:
• Leads the design, development and delivery of learning projects and programs aligned with divisional and enterprise goals.

• Applies adult learning theory and instructional design models (e.g., ADDIE) to create engaging content using appropriate modalities (eLearning, ILT, etc.), methods, and methodologies.

• Develops and delivers learning solutions that support sales strategies, integrating competitive intelligence, marketing, and adult learning concepts, including but not limited to webinars, digital content, micro-learning, and job aids, and thought documents.

• Supports employee benefits sales training delivery for sales representatives, sales support specialists, and account managers across a spectrum of areas including new hire onboarding, sales process, product, and operational readiness.

• Supports external partnerships through the development and delivery of learning content.

• Own the end-to-end instructional design process for functional and crossfunctional projects/workstreams—from needs analysis to evaluation.

• Partners with key stakeholders to identify training needs and develop learning solutions that meet project, functional and/or strategic goals and objectives.

• Collaborates with Distribution Operations partners and and Sales Leaders to proactively identify training needs and opportunities appropriate to varied experience levels.

• Supports project work, strategic projects and partnerships under the direction of Lead Trainers and/or Director of Sales Training.

• Utilizes content delivery systems to ensure timely, consistent, and measurable execution of training.

Requirements:
• Highly organized with a strong attention to detail.
• Strong planning and execution skillset.
• Ability to learn and leverage learning technologies.
• Stays current on latest and emerging trends and technologies.
• Understands internal systems used by sales teams.
• Intimate understanding of insurance and employee benefit products and sales processes.
• Ability to manage multiple projects with overlapping timelines.
• Proficient in collaborative work, with the ability to work independently to achieve outcomes.

Qualifications
• Undergraduate Degree (preferably in a related field such as business administration, human resources, and organization development); Master’s degree preferred. Industry certifications (e.g., CPTD/APTD) desirable.
• 5+ years’ experience in the instructional design and delivery, preferably in financial services and/or insurance industry.
• Experience with elearning authoring tools (e.g., Articulate 360, Captivate)
• Exceptional presentation skills with the ability to deliver to audiences of varying experience and seniority.
• Skilled communicator possessing strong written and verbal communication skills
• Excellent planning, organizing, coordinating, and time management skills, with strong attention to detail
• Skilled with Microsoft Office Suite (Word, Excel, PowerPoint); CRM and illustration experience is preferred.
• Experience with learning management systems and technologies is preferred.
• Experience adapting presentations “in real-time” as audience needs dictate (examples – ability to adapt to a shortened time allotment for training, a location change, technology challenges).

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