Sales Enablement & Trainer

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.