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

Must-Have Qualifications  

Industry Experience 

• Background in financial advisory, RIA, broker-dealer, insurance, or a retirement-planning environment is highly preferred. 
• Experie