[Hiring] Consultant Development & Sales Training Specialist @Everence Financial

Role Description

Provide leadership and coordination for education, training, coaching, onboarding, and professional development initiatives for Financial Consultants and other sales-related positions. Partner with consultants throughout onboarding and their early years, helping them build the knowledge, skills, and confidence needed for long-term success. Design, build, and implement learning and development programs that enhance performance and align with organizational strategies, sales goals, and client service excellence.

Responsibilities and Duties

• New Consultant Onboarding and Development
  • Collaborate with the distribution leadership team to enhance and deliver the consultant onboarding program and relationship-selling curriculum for Financial Representatives, Financial Consultants, and Stewardship Consultants.
  • Conduct coaching sessions, both on-site and virtually, to enhance consultative sales skills and support consultants in delivering effective, advice-based recommendations.
  • Develop and maintain a consultant development framework that supports growth beyond onboarding, serving as a key resource for new consultants.
  • Provide guidance, coaching, and development to support regional goals, individual sales goals, and overall long-term success.
  • Help analyze gaps and opportunities to grow.
  • Partner with consultants, Regional VPs, and subject matter experts to identify development opportunities.
  • Communicate regularly with Regional VPs regarding consultant progress towards development and sales goals.
• Ongoing Professional Development
  • Help create, implement, and support training and development programs for Everence sales staff based on strategic direction.
  • Identify learning opportunities, continuing education resources, and professional development pathways.
  • Participate as a member of the Everence Sales Conference planning committee.
  • Manage the development and delivery of learning through the learning management system and other modalities.
  • Identify and establish partnerships with internal and external product partners and subject matter experts.
  • Develop a tailored sales training program for Business Development Officers in coordination with Everence Federal Credit Union.
  • Other duties as assigned by supervisor.

Qualifications

• Bachelor’s degree in a related field is preferred.
• Series 63/65 Licensure within six months of employment required.
• Three years of financial services/insurance sales experience preferred.
• Experience facilitating training, coaching, mentoring, or professional development programs preferred.
• Must understand and apply adult learning principles and development practices.
• Passion for developing people and fostering a culture of continuous learning.
• Proven and successful experience leading a training and development program.
• Demonstrated experience designing training materials and integrating effective learning techniques.
• Must have strong planning skills, flexibility, and the ability to implement.
• Excellent interpersonal and communication skills, both written and verbal.
• Strong leadership with a demonstrated ability to motivate and influence others.
• Must possess objective listening skills.
• Strong analytical skills; willing to do research and data analysis.
• Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, and Outlook).
• Self-motivated and able to work independently while fostering collaboration.
• Willingness to travel as needed to support training, onboarding, and development initiatives.
• Alignment in supporting the Everence mission of empowering financial well-being for faith-inspired living.

Supervisory Responsibilities

• None

Schedule

• Full-time

Location

• Goshen, IN or Lancaster, PA preferred, Remote considered