The Sales Training & Implementation Specialist is responsible for delivering training and coaching to our Virtual Advisor and Client Engagement Teams, incorporating the use of adult learning principles. The position requires exceptional organization and communication skills, the ability to work collaboratively, leading-up and flexing to the learning and working styles of other teams and individuals.
Considerable time will be spent designing the architecture, strategy, and implementation of the Virtual Advice training channel to scale, which contributes to each financial professional’s advisory development. Additionally, this role partners with Virtual Advice leaders, and uses external corporate training resources to best leverage available tools and networking across the corporation to provide crucial training and facilitation. This position is accountable to the goals, leading indicators, competencies, and other key metrics as Virtual Advice leaders require.

This can be a...