PrePlanning Trainer - East and West Region

Location: West and East Region 

Status: Exempt, Full Time

ESSENTIAL FUNCTIONS

Because all Archdiocesan employees represent the Roman Catholic Church, they are expected to conduct themselves according to the goals and mission of the Church in performing their work. 

• Responsible for developing a quality professional sales team that follows the teachings of the Catholic Church.

• This non-selling position reports directly to the director of Preplanning.

• Facilitate three-week classroom-based sales training to all new sales specialists as directed. Training topics include but are not limited to product knowledge, sales techniques, contracts, handling objections, lead tracking, compliance rules and regulations, preplanning presentations - electronic and kit, etc.

• Design, implement, and maintain effective tracking database of new hires' classroom experience.

• Partner with sales management and human resources to create new class training schedule.

• Work with sales management, and operational management to determine type and timing of training initiatives.

• Retrain existing preplanning counselors when needed on various topics.

• Coordinate activities of self and sales management to deliver training initiatives.

• Monitor implementation of training, and as applicable, perform location visits to observe use of skills.

• Complete written reports of training activity.

• Perform other duties or assignments as directed by management.

MINIMUM QUALIFICATIONS

Education and Experience

Any combination of education and experience likely to provide the required knowledge, skills, and abilities, typically:

• Bachelor's degree and/or equivalent business or sales experience equivalent.

• Minimum of two years' experience in a combination of sales training experience in a classroom environment and direct sales experience.

• History of positive leadership, good judgment and training skills.

Knowledge, Skills, and Abilities

• Self-starter, flexible, challenge oriented and personable.

• Excellent motivation and training skills.

• Ability to multi-task, prioritize and create a team atmosphere.

• Excellent oral and written communication skills.

• Strong knowledge of Microsoft Office Suite (Outlook, Word, Excel, and Power Point).

• Experience using software systems such as CRM, Salesforce, Premier Suites or MIS.
• Availability and willingness to travel daily within the Archdiocese of Los Angeles area, occasional overnight stay may be required.

Physical and Environmental Requirement 

• Long periods of sitting, standing and/or walking.

• Ability to frequently exert up to 10 pounds of force to move objects and occasionally lift or move up to 20 pounds.

• Retrieve or file documents from 4-drawers-cabinets 5 feet high.
• Reach above shoulder level or crouch to retrieve documents or materials from upper drawers, cabinets or shelves or crouch to reach lower drawers, or shelves.