Job Description

About the Company

PeopleSolutionsNOW is conducting a talent search on behalf of a MassMutual Firm (The Pelora Group). MUST LIVE IN CHARLOTTE. Four days per week in office | 1 day remote.

The Pelora Group is committed to helping families, business owners, executives and employees make good decisions when it comes to being financially prepared for the next stage of their lives.

We have the innovative culture of a startup, but with the esteemed legacy and stability of an established company. MassMutual was founded in 1851. The Pelora Group, a General Agency of MassMutual, is a financial services firm with offices throughout the Carolinas.

About the Role

The Director of Advisor Development and Training is responsible for implementing and overseeing the training and development programs for financial advisors at The Pelora Group (TPG). This role ensures that advisors acquire the necessary skills, knowledge, and professional growth opportunities to build successful financial planning practices. The Director will manage training programs from onboarding through the third year, helping advisors master client acquisition, relationship building, financial planning, and practice management.

Responsibilities

Training Delivery:

• Continuously refine the training program for new and second/third-year financial advisors, ensuring alignment with TPG’s goals and values.
• Deliver training on sales skills, client relationship management, and practice growth using existing content and processes.
• Collaborate with subject-matter experts to incorporate advanced financial planning topics and specialized training (e.g., niche market strategies, advanced tax planning).
• Implement diverse learning formats, including workshops, one-on-one coaching, role-playing, peer learning, and self-paced modules.
• Lead and facilitate workshops, training sessions, and development seminars for new advisors.
• Deliver training content on key areas such as client acquisition, client service, business development, and financial planning mastery.
• Organize and conduct role-playing exercises to simulate real-life client meetings, sales calls, and business development activities.
• Manage external resources and guest speakers to enhance the quality of the training program.
• Coordinate mentorship opportunities between experienced advisors and junior/new advisors.

Ongoing Advisor Support and Coaching:

• Provide direct coaching and development guidance to advisors, offering personalized feedback and action plans for improvement.
• Meet regularly with advisors to assess their progress in the training program, ensuring key milestones are met.
• Identify areas for improvement, from sales techniques to client management and practice efficiency, and guide advisors toward solutions.
• Oversee the mentorship program, ensuring effective mentor-mentee pairings and incorporating mentor feedback into advisor development plans.

Monitor Progress and Accountability:

• Track advisor progress using established key performance indicators (KPIs) for each stage of the training program, including client acquisition, revenue growth, client retention, and practice management.
• Work with sales managers to conduct regular performance reviews and provide actionable feedback to ensure advisors meet individual goals and firm expectations.
• Track and report advisor performance and program success to senior leadership, adjusting the curriculum as needed based on outcomes and challenges.
• Partner with internal stakeholders to ensure advisors are equipped with the necessary tools and resources to succeed.

Curriculum and Continuous Improvement:

• Update the training curriculum as needed to reflect industry trends, regulatory changes, and new technologies, ensuring advisors remain competitive.
• Gather feedback from advisors, mentors, and sales coaches to improve the training program’s effectiveness.
• Stay current on best practices in financial planning, business development, and advisor training to enhance program value.

Required Skills

• Strong understanding of sales concepts and techniques, with a preference for experience in structured sales environments.
• Familiarity with training methodologies, including role-playing and interactive teaching approaches.
• Knowledge of tracking and progress-monitoring tools to assess performance and identify areas for improvement.
• Understanding of adult learning principles and their application to sales training.
• Demonstrated success implementing and owning a training program.
• Experience with self-accountability and holding others accountable

Preferred Skills

• Proven sales training experience, with the ability to communicate effectively and inspire others.
• Capability to follow and teach established processes, ensuring consistent delivery of training content.
• Strong organizational and time-management skills, with the ability to manage multiple programs and monitor progress.
• Excellent interpersonal skills, with the ability to coach, mentor, and build rapport with trainees.
• Analytical skills to assess training outcomes and provide actionable feedback.
• Proficiency in using training tools and platforms to deliver and monitor training sessions.

Compensation and Benefits

• Base Salary $95,000-$100,000
• Annual Bonus Opportunity $10,000-$15,000
• A supportive and dynamic culture committed to its core values
• Opportunities to grow and develop
• Base salary commensurate with experience and bonus program
• Benefits include medical, dental, vision and 401(k) Savings Plan.
• Competitive vacation/PTO program

We are committed to fostering an inclusive and diverse workplace where all team members feel valued, respected, and empowered. We believe that a variety of perspectives and experiences enrich our work environment, fuel innovation, and enable us to better serve our clients and communities. We welcome applicants from all backgrounds and are dedicated to providing equal opportunities and supporting growth for all team members.

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