Financial Services Trainer
4 days ago
Job Title: Financial Services Trainer
Job Summary:
We are seeking a highly skilled Financial Services Trainer to join our team at IA Financial Group. As a Financial Services Trainer, you will be responsible for increasing the performance of Financial Service Managers through training and development programs.
Key Responsibilities:
Individual Training:
- Prepare visits to identify FSM development needs and discuss requirements with Consultants.
- Develop trustworthy relationships with FSM to facilitate training and provide individualized coaching.
- Update visit reports in Salesforce and conduct follow-up activities as needed.
Training:
- Provide classroom and virtual training using iA Dealer Services material.
- Conduct training in a professional, challenging, and varied way, adapted to the needs of participants.
- Ensure broad understanding of provided information and demonstrate active listening.
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 the FSM and transfer knowledge and skills in an educational way.
About Us:
IA Financial Group is a leading provider of financial services and solutions. We are committed to delivering exceptional results and building long-term relationships with our clients and partners.
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