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Sales Trainer (Home based)

£42000 - £42000 plus company car and discretionary company bonus

HOMEBASED with extensive travelling

Our Client, boasting over 100 years of rich heritage offering families Financial Advice across the United Kingdom offering savings, investment, and protection products which helps families and individuals reach their financial goals, protect their families and improve communities.

The business seek a Field training and Development Officer to join their Field Sales Team and cover South and East England.  The role will be home based with extensive travel nationally, with some overnight stays.  Working in collaboration with, and under the supervision of Divisional Management to ensure their Field Force provide outstanding customer service and maximise sales opportunities, within the regulatory framework through the provision of quality training.


The Role

  • Design, deliver and evaluate the Field Force Initial Training Course (ITC)
  • Ensure through regular review the ITC validity and content remains current and fit for purpose.
  • Assess employees within the sales process and produce evidence of achievement.
  • Design, deliver and evaluate training to ensure sales process, product knowledge and regulatory requirements are delivered to customers competently and professionally.
  • Design and deliver knowledge and skills training to field management and staff in accordance with business needs.
  • Prepare and update the field annual product testing requirements as directed by the Divisional Manager.
  • Audit, monitor and evaluate our Field Force to identify training needs.
  • Design and deliver training solutions to address identified business development areas.
  • Design and introduce E-Learning using both existing and new media solutions.
  • Design and maintain a pool of training resources and materials to help support the completion of CPD training.
  • Support the Senior Manager and Certification Regime annual certification process through retention and sharing of evidence as directed by the Divisional Manager.
  • Develop and maintain a learning management system to support the effective delivery of learning within the Division.
  • Update systems and libraries for record keeping.


On Offer

  • You will enjoy working as part of a committed Field Sales team as well as working autonomously and independently, with a flexible and professional approach to your work.
  • This is an opportunity to work with talented people they offer a competitive salary, life cover, pension scheme into which the company will contribute up to 10% of total earnings and a performance based discretionary bonus scheme.


Knowledge, skills and experience

  • Experience in Financial Services industry; preferably in the life assurance and investment sectors.
  • Experienced trainer, talented and enthusiastic individual
  • Proven ability in coaching, training and developing colleagues.
  • An understanding of learning styles and methods
  • Proactive and personable individual with excellent communication skills.
  • Strong organisational skills with a proven ability to work remotely.
  • The ability to design, deliver and evaluate training and development programmes.
  • Professional approach to work and with colleagues
  • Gravitas to facilitate meetings and deliver profession presentations.
  • Strong organisational skills with a proven ability to work remotely.
  • A strong will to develop as required to support business needs including obtaining formal training and/or coaching qualifications.
  • An understanding of learning styles and methods used to deliver training.
  • Willing to develop their personal skill and knowledge as required to support business needs; including obtaining formal qualifications if necessary.
  • A formal training qualification would be preferable or willingness to study for and complete an accredited training program

The Sales Trainer will be required to run training courses and/or field assessments at locations determined by the company, as such this will include frequent travel often requiring overnight stays. A Full driving license is required for this role.

South and East England
Job Role: 
Employment type: 
Employed (Full Time)
Financial Planning
Reference Number: