Sales Training Manager

Pacific Life • Newport Beach, CA

1d

About The Position

Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead – our policyholders count on us to be there when it matters most. It’s a big ask, but it’s one that we have the power to deliver when we work together. We collaborate and innovate – pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it’s the right thing to do. Pacific Life is more than a job, it’s a career with purpose. It’s a career where you have the support, balance, and resources to make a positive impact on the future – including your own. The CMD Sales Training Manager plays a lead role in shaping the sales training experience for the Consumer Markets Division. As part of the Sales Training leadership team, you will lead a team of Sales Trainers, Instructional Designers, and Learning System Admin. You and your team will create compelling, state of the art eLearning courses as well as engaging instructor-led classes for both in person and webinar delivery. You and your team will also be responsible for the delivery of live training (via web or in person) in support of assignments to all sales audiences leveraging training best practices for knowledge transfer and engagement. You will oversee the design process and support project management. This includes partnering on needs assessment, design, development, delivery, and evaluation. We are looking for someone with strong leadership capabilities, a passion for adult learning and sound training principles that wants to help run a world class training environment. You and your team will be responsible for developing effective onboarding, new hire, and up-training curriculum across a variety of platforms (e-learning, in-person, virtual), that maximizes learner comprehension and retention, while supporting a positive employee experience, connecting employees to the organization and its values. Additionally, the Sales Training Manager will collaborate with sales leaders in CMD and stakeholders across the organization. You will lead the creation and execution of training plans, incorporating the activities of instructional designers, sales trainers, and training coordination.

Requirements

• 7-10 years’ experience in a similar role, including experience in training management, facilitation, instructional design and project management.
• Requires demonstrated mastery of adult learning theory, instructional design, classroom facilitation techniques and training evaluation.
• Competency with training development and animation tools required, including Articulate Storyline, Vyond, and Camtasia preferred.
• Proven ability to coach, develop, and motivate employees.
• Excellent writing, communication, project management and presentation skills.
• Experience with administration of Learning Management Systems helpful; preferably Cornerstone and Allego.
• Must be comfortable working in an environment of change.
• Willing to travel up to 10% of the time
• FINRA Series 6 required within 6 months of hire

Nice To Haves

• Experience in a financial services, life insurance, or annuities is not required, but a plus.

Responsibilities

• Develop staff in both technical and job performance skills including instructional design methodologies (ADDIE and SAM), organizational knowledge, writing and project management skills.
• Select and manage resources to support CMD Sales’ strategic initiatives and priorities.
• Set clear performance expectations and drive accountability.
• Implement the CMD Sales Training team’s vision through managing the execution of a wide variety of initiatives including training on products, processes, compliance, and technology.
• Ensure an effective needs analysis and measurement strategy to evaluate performance and demonstrate training’s impact on the employees and business goals.
• Optimize processes and ensure effective use of Learning Management system, training tools and department procedures.
• Utilizes training data to identify trends and areas of impact to program goals.
• Consult with business leaders and subject matter experts to assess training needs and learning objectives to recommend solutions.
• Partner with Sales Training Manager- Facilitation to define, develop and implement solutions driven to support business needs and learning objectives.
• Apply expert level knowledge of adult learning principals and concepts, instructional design theory, learning tools, industry resources, and measurement and evaluation methods.
• Utilizes the Training, Project and Knowledge Management teams and subject matter experts as necessary to vet accuracy of content.
• Works positively with all stakeholders, ensuring effective outcomes.
• Provide guidance to team and external partners of best techniques to improve stickiness of content.
• Collaborate cross functionally to research, create, and implement learning and development strategies and initiatives.
• Tracks all ongoing initiatives; Able to fluidly communicate each initiative’s objective and status.
• Demonstrated ability to manage multiple projects and programs and meet established deadlines.
• Define instructional objectives and select appropriate delivery methods to appeal to all adult learning styles.
• Write narratives and collaborate with Trainers and Instructional Designers to develop storyboards.
• Design and build interactive learning experiences using a variety of training methods and reinforcement strategies (e.g. case studies, stories, small group activities, games, simulations, etc.).
• Demonstrates strong awareness of CMD and PL values, incorporating messaging throughout content.
• Drive the creation of effective learning solutions and enhancements and maintenance of existing content libraries. Learning solutions include: traditional instructor-led workshops, virtual-led classroom training, a variety of eLearning solutions.
• Evaluates pilots of new courses and adjusts prior to launches.
• Ensures all documentation follows compliance guidelines for approval, storage and retention.
• Stays abreast of and applies best practices around current professional learning standards and trends in training designs.
• Promotes learning opportunities across CMD teams, generating interest and participation.
• Leads Train the Trainer sessions to prepare Trainers for effective learning delivery across all modalities.
• Observe programs and courses to ensure learning transfer and application in the field.
• Experience with facilitation skills in both webinar and classroom training sessions.
• Facilitates or co-facilitates classroom or webinar sessions.

Benefits

• Your wellbeing is important to Pacific Life, and we’re committed to providing you with flexible benefits that you can tailor to meet your needs. Whether you are focusing on your physical, financial, emotional, or social wellbeing, we’ve got you covered.
• Prioritization of your health and well-being including Medical, Dental, Vision, and Wellbeing Reimbursement Account that can be used on yourself or your eligible dependents
• Generous paid time off options including: Paid Time Off, Holiday Schedules, and Financial Planning Time Off
• Paid Parental Leave as well as an Adoption Assistance Program
• Competitive 401k savings plan with company match and an additional contribution regardless of participation

What This Job Offers

• Job Type: Full-time
• Career Level: Manager
• Education Level: No Education Listed