Training and Onboarding Manager

Posted 5 Days Ago
Be an Early Applicant
Calgary, AB
Entry level
Insurance • Financial Services
The Role
The Training and Onboarding Manager is responsible for guiding new hires through the onboarding program, conducting product and sales skills training, and providing coaching support in a live sales environment. The role involves identifying skills gaps and delivering additional training in collaboration with Sales Managers.
Summary Generated by Built In

Company Description

At Neilson, we’re dedicated to helping families secure financial protection for their loved ones with a range of life insurance options. 

Neilson is a leading provider of innovative, simple and great-value direct life insurance products. You may have come across some of our brands such as Cover Direct and Seniors Choice.

We have evolved from our origins in the UK, where the business was launched in 2012, to become an award-winning international operation and leader in the global life insurance market. Today, we have offices in the USA, Canada, Ireland, and Australia in addition to our UK operations based in Windsor, Ashford and Hull. 

Job Description

The Training and Onboarding Manager at Neilson Financial Services is responsible for guiding learners through the company's onboarding program, providing in-class product and sales-skills training, and offering ongoing coaching and development support in a live sales environment. This role requires a dynamic and motivated individual who can identify and address gaps in sales skills, deliver additional training, and support Sales Managers through active sales coaching. 

Duties & Responsibility 

  • Guide learners through the Neilson Financial Services onboarding program, providing in-class product and sales-skills training. 
  • Progress with learners into the live sales environment, providing coaching and development support. 
  • Use sales knowledge, training, and coaching skills to identify gaps in and improve sales skills at an individual agent level or a team/departmental level. 
  • Provide additional sales and non-sales training, as well as active sales coaching in support of Sales Managers. 

Qualifications

  • Demonstrated experience in training, coaching, or employee induction, ideally in a regulated financial services industry. 
  • Previous successful experience within a sales role in a regulated financial services environment. 
  • Proven presentation, facilitation, and strong coaching skills & techniques. 
  • Proven experience in delivering feedback to foster positive behavioral changes. 
  • Strong core leadership skills to provide effective leadership during training and onboarding phases. 
  • A high level of organizational & time management skills. 
  • Drive and motivation, with the ability to think innovatively to explore the art of the possible 

Additional Information

If you are passionate about making a difference, you thrive in a fast paced and entrepreneurial environment and you want to be a part of a high performing team, we would love to hear from you!

Accessibility for Job Applicants:

We strive to make our job application process accessible to all individuals, including those with disabilities. If you require accommodation at any stage of the application, interview, or selection process, please contact our Human Resources department. Our team will work with you to provide suitable accommodations to ensure your participation.

Equal Opportunity Employer:

Neilson Financial Services is an equal opportunity employer. We welcome and encourage applications from candidates of all backgrounds and abilities. Our commitment to diversity and inclusion is fundamental to our company culture.

The Company
HQ: Windsor
509 Employees
On-site Workplace

What We Do

At Neilson, we help families put financial protection in place for their loved ones with a range of life insurance options. We’ve evolved from our origins in the UK to become an international operation with offices in the USA, Canada, Ireland, the UK and Australia, with our head office based in Berkshire, England.

We currently have customer call centers in Berkshire, Kent, Hull and Toronto. We even have an in-house digital marketing agency, Thinkbait, based in Dublin, Ireland. 

Having multiple locations worldwide enables Neilson to attract the absolute best people allowing us to achieve our aim of being a leading global provider of life insurance. We are continuing to grow our team at Neilson and we’re keen to speak to you if you are customer focused, team spirited and motivated to succeed.

Now that we’re established in the Canadian life insurance market, we look forward to building on our success in Canada and beyond. 

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