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Senior Sales Trainer

Job Family

Sales Support / Operations

About Us 

 

At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests.  

 

Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment — one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there. 

     

Who We Are 

 

We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life 

Today, we’re part of an international holding company, with millions of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what’s important to them. 

We’re empowered by a vast agent network covering North America, with diversity to match. Together with our nonprofit research institute and foundation, we tune in, step up, and are a force for good — for our customers and the communities where we live, work, and play. United in our purpose, we help people create the financial freedom to live life on their terms. 

What We Do 

 

Transamerica is organized into three distinct businesses. These include 1) World Financial Group, including Transamerica Financial Advisors, 2) Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of long term care, universal life, and variable and fixed annuities. These are supported by Transamerica Corporate, which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs. 

 

Transamerica employs nearly 7,000 people. It’s part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide.* For more information, visit transamerica.com.  

Job Description Summary

The Senior/Lead Trainer- Financial Professionals, is responsible for the coordination of learning programs to external agents who sell Transamerica products. This person provides analysis, design, delivery and success measurements of learning solutions. Designs materials and resources to support strategic clients and programs. Develops and supports the face-to-face virtual and in-person learning needs for medium to large scale projects. Monitors and evaluates the effectiveness of learning programs for the learner, business unit and the organization. Works closely with the team to ensure programs align to strategic priorities and contribute to business goals.

This role will foster a collaborative and productive learning environment, as a member of the newly formed Learning & Development Center of Excellence (COE) that supports all Transamerica lines of business. This COE reports into the CX/Marketing organization.

Job Description

  • Responsibilities
    • Designs and delivers face to face virtual and in person training to agents/financial professionals.
    • Capable of providing ad hoc training to a large audience with varying degrees of knowledge on a subject
    • Support strategic initiatives; attend meetings and support project work in new products and system projects. Meet regularly with the leaders of strategic projects to assess involvement and impact, and identify gaps or items that need to be addressed throughout the process.
    • Continual process improvement and partnership with team members to ensure consistency and leverage knowledge and experience to ensure a quality product that adds value to the organization.
    • Lead the administration and coordination of learning programs.
    • Deliver and assess process and system training, utilizing customer feedback for improvements
    • Mentor team members on refinement of skills.
    • Design and develop curriculum, resources and job aids that support the success of the learning programs.
    • Continue to grow and develop as a learning professional by contributing to the success of the team. This will be done by demonstrating and sharing best learning practices with business groups and team members, and by acting as a role model in the learning professional field.
    • Develop and deliver operational and soft skills programs utilizing a variety of learning methods.
    • Analyze the effectiveness of learning programs.

    Qualifications

    • Bachelor’s degree in a business field or equivalent experience
    • Five years learning and development experience, most in a face-to-face training model
    • Industry and product knowledge in specialty areas based on business need (e.g. retirement, mutual fund, annuity, life, employee benefits)
    • Knowledge of & ability to demonstrate adult learning principles
    • Advanced documentation and technical writing skills
    • Strong communication and interpersonal skills
    • Exemplary customer service skills & motivational skills with the ability to work on a team and independently
    • Ability to incorporate creative and innovative solutions in a learning environment
    • Project management skills that include research capabilities and effective prioritization.

    Preferred Qualifications

    • Bilingual (Spanish or Chinese) strongly preferred
    • Experience working with intermediaries or financial professionals
    • Strong technical aptitude, and willingness to learn new technology.
    • Training experience in insurance or other related business.
    • Experience with Microsoft SharePoint, learning technology tools and learning management systems.
    • Experience working in a team environment
    • Comprehensive knowledge of Microsoft 365 (including Teams), Zoom, and LMS capabilities
    • Familiar with instructional design capabilities
    • Excellent presentation skills and stage presence

    Working Conditions

    • Remote
    • Travel up to 25%

    This job description is not a contract of employment nor for any specific job responsibilities. The Company may change, add to, remove, or revoke the terms of this job description at its discretion. Managers may assign other duties and responsibilities as needed. In the event an employee or applicant requests or requires an accommodation to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request.

    *Please note that the compensation information that follows is a good faith estimate for this position only and is provided pursuant to applicable pay transparency and compensation posting laws. It is estimated based on what a successful candidate might be paid in certain Company locations.** 

    The Salary for this position generally ranges between $85,000 - $100,000 annually. Please note that the salary range is a good faith estimate for this position and actual starting pay is determined by several factors including qualifications, experience, geography, work location designation (in-office, hybrid, remote) and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law.

    Additionally, this position is typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at the Company’s discretion

What We Offer  

 

For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees. 

 

Compensation Benefits 

  • Competitive Pay 

  • Bonus for Eligible Employees 

 

Benefits Package 

  • Pension Plan 

  • 401k Match

  • Employee Stock Purchase Plan

  • Tuition Reimbursement

  • Disability Insurance

  • Medical Insurance

  • Dental Insurance

  • Vision Insurance

  • Employee Discounts

  • Career Training & Development Opportunities

 

Health and Work/Life Balance Benefits 

  • Paid Time Off starting at 160 hours annually for employees in their first year of service.

  • Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays).

  • Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars 

  • Parental Leave – fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child.

  • Adoption Assistance

  • Employee Assistance Program

  • College Coach Program

  • Back-Up Care Program

  • PTO for Volunteer Hours

  • Employee Matching Gifts Program

  • Employee Resource Groups

  • Inclusion and Diversity Programs

  • Employee Recognition Program

  • Referral Bonus Programs

 

Inclusion & Diversity  

 

We believe our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. We’re thrilled to have been recognized for our efforts through the Human Rights Campaign Corporate Equality Index, Dave Thomas Adoption Friendly Advocate, and several Seramount lists, including the Inclusion Index, 100 Best Companies for Working Parents, Best Companies for Dads, and Top 75 Companies for Executive Women. 

 

To foster a culture of inclusivity throughout our workforce, workplace, and marketplace, Transamerica offers a wide range of diversity and inclusion programs. This includes our company-sponsored, employee-driven Employee Resource Groups (ERGs), which are formed around a shared interest or a common characteristic of diversity. ERGs are open to all employees. They provide a supportive environment to help us better appreciate our similarities and differences and understand how they benefit us all. 

   

Giving Back  

 

We believe our responsibilities extend beyond our corporate walls. That's why we created the Aegon Transamerica Foundation in 1994. Through a mix of financial grants and the volunteer efforts of our employees, the foundation supports nonprofit organizations focused on the things that matter most to our people in the communities where we live and work.    

 

Transamerica’s Parent Company  

 

Aegon acquired the Transamerica business in 1999. Since its start in 1844, Aegon has  grown into an international company serving more than 23.9 million people across the globe.* It offers investment, protection, and retirement solutions, always with a clear purpose: Helping people live their best lives. As a leading global investor and employer, the company seeks to have a positive impact by addressing critical environmental and societal issues, with a focus on climate change and inclusion and diversity.   

* As of December 31, 2023

 

Average salary estimate

$92500 / YEARLY (est.)
min
max
$85000K
$100000K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

What You Should Know About Senior Sales Trainer, Transamerica

At Transamerica, we are on the lookout for a passionate and knowledgeable Senior Sales Trainer to join our dedicated team! This exciting opportunity is perfect for individuals who have a knack for developing learning programs aimed at external agents selling Transamerica products. You’ll be responsible for designing, delivering, and assessing both virtual and in-person training sessions that will engage and empower our financial professionals. Utilization of your strong communication and mentoring skills to foster a collaborative learning environment is key! Additionally, you’ll work closely with team members to ensure that our training programs align with the organization’s strategic priorities and business goals. If you love coming up with creative learning solutions and have a track record in learning and development, you’ll thrive in our dynamic atmosphere. Additionally, your ability to conduct effective training sessions to a diverse audience, paired with your vast knowledge of our product lines, will truly make an impact in enhancing the skills of our agents. At Transamerica, we value hard work and innovative thinking, and you will be empowered to grow and develop your skills as part of our new Learning & Development Center of Excellence. Ready to make a difference and help our agents succeed? If this sounds intriguing, we’d love to hear from you!

Frequently Asked Questions (FAQs) for Senior Sales Trainer Role at Transamerica
What are the responsibilities of a Senior Sales Trainer at Transamerica?

As a Senior Sales Trainer at Transamerica, you will coordinate and deliver learning programs to external agents who sell our products, design training materials, mentor team members, and continuously evaluate the effectiveness of these programs. Your role will also involve assessing new strategic initiatives and providing innovative solutions that foster a collaborative learning environment.

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What qualifications do I need to apply for the Senior Sales Trainer position at Transamerica?

To apply for the Senior Sales Trainer position at Transamerica, you should possess a Bachelor's degree in a business field or equivalent experience, along with five years of experience in learning and development. Fields of knowledge related to retirement, employee benefits, and strong communication skills are also essential.

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What is the work environment like for a Senior Sales Trainer at Transamerica?

The work environment for a Senior Sales Trainer at Transamerica is primarily remote, allowing for a balanced work-life setup. You will collaborate with a supportive team while working independently to create and deliver impactful training programs, contributing positively to our employees and agents alike.

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How important is creativity in the role of a Senior Sales Trainer at Transamerica?

Creativity is extremely important for a Senior Sales Trainer at Transamerica! You will need to design engaging training programs and employ innovative methods to effectively teach diverse audiences. Being adaptive in your approach ensures the training resonates with learners and meets our strategic objectives.

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What growth opportunities does Transamerica offer for Senior Sales Trainers?

Transamerica offers numerous growth opportunities for Senior Sales Trainers, including career development programs, mentorship, and a dynamic Learning & Development Center of Excellence. You will have the chance to continue honing your skills, sharing best practices, and enhancing the overall training experience of our agents.

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Common Interview Questions for Senior Sales Trainer
Can you describe your experience in delivering training sessions?

When answering this question, emphasize the variety of training formats you’ve used, whether virtual or in-person, and share specific examples of successful training sessions, highlighting your ability to engage different audiences.

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How do you measure the effectiveness of a training program?

Describe the methods you use for measuring training effectiveness, such as surveys, performance metrics, and feedback sessions. Provide examples of how you’ve used this data to improve future training initiatives.

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What strategies do you use to keep training sessions engaging?

Discuss various strategies like incorporating interactive activities, real-life scenarios, and multimedia tools to create an engaging learning environment. Highlight how your unique approach has worked in previous roles.

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How do you handle a diverse audience with varying knowledge levels?

Explain your techniques for assessing knowledge levels in the audience and your adaptability in tailoring the training content to ensure everyone benefits, leading to effective learning outcomes.

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What is your experience with instructional design?

Share your background in instructional design, mentioning any relevant tools or programs you are familiar with. Discuss how this experience has enhanced your training delivery.

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How do you approach team collaboration during a training program's development?

Discuss your collaborative methods, such as regular check-ins, brainstorming sessions, and utilizing group feedback to foster teamwork and ensure all stakeholders are on the same page.

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Can you give an example of a successful training initiative you’ve implemented?

Provide a concrete example highlighting your role, the challenges faced, the solutions you proposed, and the positive outcomes achieved from the initiative.

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How do you stay updated with industry trends related to financial services?

Emphasize your commitment to professional development through attending relevant conferences, reading industry publications, and networking with other professionals to remain informed and enhance the quality of your training efforts.

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What do you consider essential skills for a Senior Sales Trainer?

Highlight critical skills required for the role, including strong communication, adaptability, creativity, and a solid understanding of adult learning principles, and provide examples of how these skills have impacted your previous work.

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How would you adapt a training program based on participant feedback?

Discuss your method for collecting and analyzing feedback post-training, along with how you would implement necessary changes to improve the program for future participants, emphasizing your focus on continuous improvement.

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DATE POSTED
April 9, 2025

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