Job Title: Sales Enablement & Trainer
Reports to: Head of Sales Operations & Enablement
Location: Remote or Louisville, KY preferred
POSITION OVERVIEW
The Sales Enablement & Trainer is responsible for onboarding, training, reinforcement, field readiness, and ongoing advisor and seller effectiveness across the revenue organization. This is a new headcount role built to ensure every member of the sales team - from day one onward - has the knowledge, tools, and confidence to perform at the highest level.
The ideal candidate is a high-energy builder who thrives creating scalable programs in fast-moving environments. This role requires someone who can move quickly from concept to execution, build from a blank page without waiting for perfect conditions, and continuously iterate based on field feedback. Wealth management, financial services, or advisor-facing experience is a meaningful advantage.
WHAT YOU WILL OWN
New Hire Onboarding
- Own end-to-end onboarding for all new sales and advisor-facing hires
- Design structured onboarding programs that accelerate time-to-productivity and reduce ramp time
- Ensure new hires are fully prepared across products, positioning, systems, sales process, and advisor conversation frameworks before they hit the field
- Continuously improve onboarding based on cohort performance data and manager feedback
Training & Continuous Learning
- Build and maintain training curriculum covering products, investment positioning, sales methodology, platform usage, and compliance requirements
- Run recurring enablement sessions, field communications, and reinforcement programs
- Create scalable learning pathways for different roles, tenure levels, and development needs
- Track completion rates, knowledge retention, and field application metrics to continuously improve program effectiveness
Playbooks, Battlecards & Field Resources
- Build and maintain sales playbooks, competitive battlecards, objection-handling guides, and advisor conversation frameworks
- Ensure all field resources are current, accessible, and aligned with current messaging and positioning
- Partner with Marketing and Product on launch readiness materials and field communication rollouts
Field Readiness & Coaching Support
- Gather continuous feedback from the field to identify training gaps, messaging inconsistencies, and development opportunities
- Partner with sales leadership and RVPs to support individual and team coaching priorities
- Support launch readiness for new products, campaigns, and go-to-market initiatives
- Help improve seller and advisor confidence, consistency, and client engagement quality
WHAT WE ARE LOOKING FOR
Required
- 3-8 years in Sales Enablement, Training, Learning & Development, or Sales Support
- Experience building onboarding and training programs - not just delivering existing curriculum
- Strong communication and facilitation skills; able to hold a room and drive engagement
- Ability to simplify complex products and concepts into clear, actionable learning programs
- High execution velocity - must move fast and build without waiting for perfect conditions
- Demonstrated comfort operating in growth-stage, high-ambiguity environments
Preferred
- Financial services, insurance, fintech, or wealth management experience - particularly advisor-facing or distribution environments
- Familiarity with LMS platforms and sales enablement technology
- Experience building investment or product training programs for field distribution teams
- Track record creating playbooks and competitive resources used and adopted by the field
COMPENSATION
Competitive base salary and performance bonus. Compensation commensurate with experience.