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

• Conduct live and virtual training sessions covering sales processes, client communications, appointment setting, advisor systems, and RIS methodologies.
• Facilitate interactive workshops, role-plays, product overview sessions, and CRM workflow training.
• Ensure coverage of compliance requirements, industry regulations, and firm standards.
• Collaborate with in-house SMEs (Marketing, New Business, Licensing, Coaching, etc.) to deliver specialized training blocks where applicable.
• Assess advisor learning progress and adjust delivery to meet trainee needs.

Training Program Management

• Maintain and update a comprehensive Advisor Training Manual; ensure version control and coordinate printing/binding.
• Track trainee attendance, completion milestones, and performance benchmarks throughout the six-week program.
• Update CRM, LMS, and internal systems to reflect advisor progress, certifications, and status changes.
• Project manage all upcoming training cohorts, keeping leadership informed of trainee numbers, timelines, and resource needs.
• Maintain a library of updated training content, recordings, slides, scripts, process maps, and SOPs.

Post-Training Support

• Schedule and conduct 30-60-90-day check-ins with advisors post-training to reinforce learned behaviors.
• Partner with Coaching and Sales Leadership to evaluate advisor performance and identify additional training needs.
• Provide ongoing coaching, refresher sessions, and troubleshooting for systems and sales techniques.

Cross-Functional Collaboration

• Work closely with HR, Licensing & Contracting, New Business, Marketing, Coaching, and Compliance teams to ensure a seamless advisor experience.
• Partner with Marketing to integrate updated sales scripts, email templates, presentation decks, and brand language into training.
• Provide feedback to leadership on training outcomes, trends, and opportunities to improve the advisor pathway.

Program Evaluation & Reporting

• Measure training effectiveness using KPIs such as completion rates, appointment activity, conversion rates, and retention.
• Compile monthly training reports for leadership, highlighting successes, challenges, and process improvement recommendations.
• Conduct surveys and implement continuous improvements based on advisor feedback.

Requirements:

Essential Qualifications

• Bachelor’s degree in business, finance, communications, education, or a related field, or equivalent professional experience.
• 3+ years of experience in sales training, professional development, or related roles, ideally within financial services, insurance, wealth management, or similar industries.
• Strong group facilitation skills, with a confident, engaging presentation style and ability to lead both in-person and virtual sessions.
• Demonstrated ability to develop and deliver structured training curricula, manuals, workshops, and online training resources.

Preferred Qualifications

• Experience training financial advisors, sales representatives, or client-facing professionals in a regulated industry.
• Familiarity with retirement planning concepts, investment products, compliance requirements, or industry regulations.
• Exposure to CRM/LMS platforms, online learning tools, and digital onboarding solutions.
• Project management experience coordinating cohort-based training programs and onboarding cycles.
• Record of driving measurable improvements in trainee performance using KPIs and feedback loops.

Skills and Competencies

• Exceptional written and verbal communication skills, with effective interpersonal abilities.
• Organizational skills to manage calendars, resources, materials, and reporting.
• Ability to coach, mentor, and motivate new advisors, adapting approaches to diverse learner needs.
• Collaborative approach to cross-functional teamwork, working seamlessly with HR, Marketing, Compliance, and other teams.
• Analytical mindset to assess training effectiveness and recommend improvements.

Certification (Bonus)

• Certifications in training, instructional design, coaching, or financial industry credentials (e.g., Certified Sales Trainer, FINRA licenses, financial planning or insurance certifications) are a plus but not required.

Physical & Work Environment Requirements

• Ability to work for extended periods at a desk using a computer.
• Ability to lift up to 10 pounds if/when necessary.
• Routine use of telephone and email.
• Office-based role with potential travel to conferences, events, and satellite offices as needed.

Benefits

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

• 100% employer-covered medical benefits and HRA account
• Dental & vision plans
• Generous PTO + 10 NYSE company holidays per year
• 401K with company match program
• Free onsite parking
• Company-provided laptop and required technology
• Access to an on-site gym (free of charge)
• Weekly vehicle detailing (at additional cost)

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.