Sales Training & Implementation Specialist (Finance)

TL;DR

Sales Training & Implementation Specialist (Finance): Delivering training and coaching to Virtual Advisor and Client Engagement Teams with an accent on adult learning principles and scalable curriculum design. Focus on designing the architecture of the Virtual Advice training channel and improving advisor advice competency.

Location: Remote within the US, but required to be on site periodically for live program delivery

Salary: $70,434 - $95,294 per year

Company

hirify.global is a financial services organization committed to helping people be wise with money and live balanced, generous lives.

What you will do

• Lead training classes for Virtual Advisors and Sales Managers to increase advice competency and performance levels.
• Design and execute a repeatable and scalable curriculum framework for new hire onboarding and productivity.
• Source, evaluate, and create original training content tailored for the Virtual Advice channel.
• Collaborate with sales leaders and stakeholders to move new hires through onboarding and troubleshoot roadblocks.
• Utilize KPIs and metrics to optimize training delivery methods and content selection.
• Establish a support network with internal and external training partners to enhance skill sets.

Requirements

• Bachelor’s degree or equivalent work experience.
• 3+ years of experience in financial services in an advisory capacity.
• 3+ years of experience in training content development and facilitating remote/in-person training.
• Proficiency in instructional design models (e.g., ADDIE) and adult learning theory (e.g., Bloom’s taxonomy).
• Experience with eLearning development tools and Learning Management Systems (LMS).
• FINRA Series 6 and 63 licenses (or obtainable within 90 days) and active insurance producer licenses.

Nice to have

• Experience in coaching and mentoring within a remote setting.
• Knowledge of hirify.global’s specific insurance, investment, or banking products.

Culture & Benefits

• Comprehensive health benefits including medical, dental, vision, HSA, and FSA.
• Retirement planning with 401k and pension options.
• Generous time off: 20 days PTO, 10 paid company holidays, and Volunteer Time Off.
• Paid parental leave and Employee Assistance Program (EAP).
• Culture focused on continuous improvement, employee engagement, and client commitment.