Sales Trainer - Equity Trust

Westlake, OH 44145

About the Job

JOB OVERVIEW:

The Business Development Trainer performs technical/financial training for the Private Client Group, Enterprise, Institutional, and other business development groups, which includes new hire training, ongoing skills training, individual and group coaching, system enhancement training, and training on legislative changes. Collaborates with management and business unit teams to identify opportunities for operational efficiency and process improvements, while always focusing on the client experience.

RESPONSIBILITIES & DUTIES:

Prepares associates to perform job functions by planning, conducting, and evaluating training.
Conducts training needs assessment by collecting information on work procedures, workflow, and reports.
Conducts job- and company-specific training.
Prepare and execute recorded training content.
Identifies training needs by observations, interviews, and audit findings.
Establishes and enforces organizational standards.
Coordinates with outside training consultants to deliver training and education to business development teams.
Conducts group call calibrations and role play sessions.
Evaluates specific job function training and updates as needed.
Assists with procedural updates for the business development groups.
Collaborates and cross-trains with other Training Specialists.
Assists with floating support for new hires.
Assumes role as back-up in cross-functional responsibilities.
Assists with supporting call quality analysis.
Perform other duties as assigned.
Develops associates for onstage live speaking, and when needed conducts live speaking themselves.

QUALIFICATIONS:

Associate degree in Finance or related field preferred
Minimum two (2) years of experience in a Financial Services environment
Experience in Corporate Training preferred

PROFESSIONAL CERTIFICATIONS:

None

TECHNICAL SKILLS:

To be successful in this role, you should have experience with and an understanding of the following:

Proficient in Microsoft Office Suite

CULTURAL COMPETENCIES:

In addition to our core company competencies of Cultivates Innovation, Nimble Learning, Action Oriented, Collaborates, and Being Resilient, a successful candidate in this role should exhibit the following behavioral competencies:

Business Insight | Develops Talent
Plans & Aligns | Instills Trust

PHYSICAL DEMANDS/WORK ENVIRONMENT:

This job operates in a professional office environment and routinely uses standard office equipment. While performing the duties of this job, the associate is regularly required to speak and hear. The associate is frequently required to sit for extended periods of time, as well as stand, walk, use hands and fingers, and reach with hands and arms. This job requires the ability to lift files, open filing cabinets, and bend or stand on a stool as necessary.

DISCLAIMER/ASSOCIATE ACKNOWLEDGEMENT:

The above statements describe the general nature and level of work only. They are not an exhaustive list of all required responsibilities, duties, and skills. Other duties may be added, or this description amended at any time.

Equity Trust Company is an equal opportunity at will employer and does not discriminate against any employee or applicant for employment because of age, race, religion, color, disability, sex, sexual orientation or national origin.

About Equity Trust:

Equity Trust empowers individual investors and financial professionals by removing the barriers to investment freedom. As an IRS approved custodian, we fulfill the custodial and administrative duties required for each type of investment account our clients hold.With an Equity Trust account, clients have the opportunity to invest in alternative assets such as real estate, precious metals, private equity, and more. Additionally, clients can invest in traditional assets such as stocks and mutual funds – all through a single custodian.As an industry-leading custodian of alternative assets in tax-advantaged accounts, our 45-year* track record of excellence is unmatched in the industry. Equity Trust streamlines the investment experience by offering optimized solutions, processes, and service.As a directed custodian, Equity Trust does not provide tax, legal or investment advice, nor do we offer or sponsor any proprietary investment products.

Source : Equity Trust