Corporate Sales Trainer

Description :

POSITION : Corporate Sales Trainer

Location : Fort Lauderdale – HQ

Department : Retirement Income Source

FLSA Classification : Exempt

Who We Are

Retirement Income Source, a Sound Income Group company, is dedicated to empowering financial advisors with education-driven retirement planning strategies. Our mission is to help advisors deliver consistent, income-focused solutions that bring confidence and clarity to clients approaching or in retirement.

We foster a collaborative, performance-driven culture rooted in integrity, innovation, and service. If you’re enthusiastic about shaping advisor success and helping new advisors thrive, we invite you to join our team.

Position Summary

The Corporate Sales Trainer plays a critical role in preparing financial advisors to succeed within the Retirement Income Source program. This position is responsible for delivering a structured six-week training program, covering sales processes, client communications, product knowledge, systems onboarding, and RIS methodology and presentation skills.

The ideal candidate is a strong communicator, highly organized, confident in group facilitation, and skilled at equipping advisors with both the technical and interpersonal tools needed to succeed.

Key Responsibilities

Pre-Training & Planning

• Manage all pre-training communication with upcoming trainees, including schedules, expectations, materials, and onboarding steps.
• Coordinate with HR & Marketing for new advisor onboarding, orientation, technology access, and first-day headshots.
• Prepare, organize, and distribute training packets, manuals, and digital resources.
• Maintain an up-to-date six-week training calendar and ensure all internal team members are aligned with their training responsibilities.

Training Delivery

Training Program Management

Post-Training Support

Cross-Functional Collaboration

Program Evaluation & Reporting

Requirements :

Must-Have Qualifications

Industry Experience

Background and Education :

Technology Expertise :

Physical & Work Environment Requirements

Benefits

We’re proud to offer a comprehensive benefits package that supports your professional and personal well-being, including :

The duties and responsibilities described in the above job description are not a comprehensive list.? Additional tasks may be assigned to the employee from time to time; or the scope of the position may change as necessitated by company demands and / or industry standards.

Sound Income Group is an E-Verify employer.

Sound Income Group is an equal opportunity employer that complies with all applicable federal, state, and local laws, rules and regulations. It is our policy to employ and promote qualified candidates without discrimination on the basis of race, color, sex, age, origin, sexual orientation, marital status, disability or any other characteristic protected by law. Our hiring decisions are based solely on merit, qualifications and business needs.

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