Financial Services Trainer
2 weeks ago
Job Summary
We are seeking a highly skilled Financial Services Trainer to join our team at IA Financial Group. As a key member of our Dealer Services team, you will be responsible for delivering high-quality training programs to our Financial Service Managers (FSMs).
Main Responsibilities
Individual Training
- Prepare for visits by analyzing sales numbers and identifying FSM development needs.
- Develop trustworthy relationships with FSMs to facilitate training and provide individualized coaching.
- Update visit reports in Salesforce and conduct follow-up activities as needed.
Training
- Design and deliver classroom and virtual training sessions using iA Dealer Services material.
- Ensure broad understanding of provided information and promote the use of corporate tools.
- Actively participate in iA Dealer Services development activities and workshops.
Requirements
- Knowledge of systems used by retailers (UniFI, UniFi 2.0, Dealertrack, Equifax, etc.).
- Extensive knowledge of the market and operations of a business office.
- Ability to perform the duties of an FSM and transfer knowledge and skills in an educational way.
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