Role description
The Sales Trainer is responsible for designing and delivering approved training programmes to sales consultants and staff in line with business needs, ensuring that consultants sell in compliance with ethical standards, follow the Nexus sales process, and that both sales consultants and staff adhere to Nexus standards and relevant regulatory requirements.
This role encompasses both the onboarding of new hires and ongoing learning and development for the entire Nexus organisation.
Key duties
- Design and deliver comprehensive training programmes that support business goals, including:
- Mandatory induction training (CAT course) for new sales consultants and other employees as required.
- Post-induction development sessions to reinforce key competencies.
- Develop high-quality, engaging training content tailored to diverse learner needs.
- Design robust assessments, including test questions for all product (all providers) and professional qualification exams.
- Lead and implement a wide range of training initiatives covering product knowledge, sales strategies, compliance awareness, and systems training.
- Produce and present detailed monthly training reports for senior management, highlighting progress, participation, and outcomes.
- Ensure clear, consistent, and proactive communication with internal stakeholders across all departments regarding training plans, schedules, and requirements.
- Review and update the Training & Competency Manual in line with regulatory and internal requirements.
Skills
- Strong presentation and facilitation skills, with the ability to engage and motivate diverse learner groups in both in-person and virtual environments
- Excellent content development capabilities, including proficiency in PowerPoint and e-learning tools i.e., learning management systems.
- Thorough understanding of sales techniques, client engagement, and ethical selling practices in the insurance and financial services sector
- Reporting skills, with the ability to evaluate training outcomes and communicate insights through structured monthly reports
- Excellent interpersonal and stakeholder management skills, ensuring cross-departmental alignment and consistent training standards
- Assessment design expertise, with the ability to develop robust, well-structured test questions and evaluation tools for a wide range of products (across all providers) and professional qualification exams.
Qualifications
- Bachelor’s degree in a related field would be preferred
- 2 years of experience in a sales training/learning and development role within the insurance or financial services sector
- Industry related qualifications (CII, ICA, LOMA etc would be an advantage)
- Strong command of Microsoft Office, particularly PowerPoint, and experience with e-learning or instructional design tools
