Trainer, Dealer Services
- Employer: iA Financial Group
- Office: 26 Wellington Street East
- Location: Toronto, Ontario
- Job category: Dealer Services - Sales
- Job ID: JR10020973
- Job type: Permanent Job
- Apply before: 2024-09-24
Description
JOB DESCRIPTION
Under the supervision of the Training Manager, the trainer is responsible for increasing the performance of Financial Service Managers through the training provided, individually or in groups and by using our Lean method. The trainer also ensures successful workplace integration of new Financial Service Managers.
Immediate superior:
Training Manager
MAIN REPONSIBILITIES
Individual training
Properly prepare visits:
Obtain and analyze sales numbers entered in UniFI to identify FSM development needs
Discuss the FSM requirements according to PACT/Lean and retailer’s objectives with Consultant
Dealership visits:
Develop trustworthy relationships with FSM to facilitate training
Provide FSM with individual training (iA products and manufacturers, compliance, sales techniques, non-met clients, credit refusal, etc.) according to their needs and retailers’ priorities
Use various methods (attend meetings with clients, listen to recordings, role-playing, etc.) to identify FSM’s areas for improvement and provide constructive feedback
Use professional, challenging, varied and tailored methods during your interventions
Promote the use of corporate tools and systems
Dealership visits follow-up:
Update visit report in Salesforce and send a copy to all parties involved.
Conduct more specific follow-ups (phone calls, emails, performance analysis) for targeted accounts, based on the goals identified
Stay ahead of the changes and activities in the market and forward all pertinent information to Training Manager
Training
Provide classroom/virtual training using iA, Dealer services material:
Conduct training in a professional, challenging and varied way and adapted to the needs of participants
Keep participants interested and engaged throughout the training
Ensure broad understanding of the provided information
Demonstrate active listening to support participants
APEX candidates’ skills assessment for future reference
Comply with the standards set to conserve a consistency in the teaching methods:
Follow the order of contents to be taught
Promote the use of corporate tools
Actively attend iA Dealer Services development activities and/or workshops designed to improve our training
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
Knowledge of the functioning of a dealership
Knowledge of financial institutions (credit application, credit refusal, etc.)
Knowledge of the regulations and legislation in force in the industry
Ability to perform the duties of the FSM (keep knowledge and skills up-to-date)
Ability to use relevant software applications
Ability to transfer knowledge and skills in an educational way, in a one-on-one or group setting
Ability to deliver a group training session
Invest in your talent by joining our team
See why so many people choose iA!
Company Overview
iA Financial Group is the strength of a company with a human side, with its over 10,000 employees. Together, we have earned the trust of our more than five million clients and 50,000 advisors who have chosen us for their insurance, savings, and wealth management.
With over $235 billion in assets, we’re a key player in the financial services industry in Canada and the United States. The secret to our success? Investing in you, one person at a time. Because, for over 130 years, we have believed that it’s by supporting our employees and surrounding ourselves with the most reputable leaders in the industry, we will continue to innovate.
At iA, we’re invested in you.
Our commitment to Diversity and Inclusion
At iA Financial Group, we support and celebrate diversity. We strive to provide a workplace that is recognized as inclusive for all, regardless of ethnic origin, nationality, language, religious beliefs, gender, sexual orientation, age, marital status, family situation, or physical or mental disability.
Please note that if you need help or assistance to make the recruitment process more accessible for you, write to us. Someone from our team will be happy to assist you.