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Sales Enablement Training Specialist
Pacific Life. Provide sales team support as the central point of contact for one-on-one assistance with sales enablement programs, tools, and technologies .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates advanced knowledge of sales enablement tools and processes, particularly Salesforce, while effectively supporting sales teams through training, troubleshooting, and process improvements. Exhibits strong analytical skills and business acumen to enhance customer experience and streamline operations in a Financial Services environment.
Highest-signal resume keywords
Salesforce ExpertiseSales Enablement Tools KnowledgeAnalytical MindsetCustomer Experience FocusFINRA Series 6/7 Certification
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
SalesforceTableauExcelBusiness Planning DashboardNBASeismicCventTerritory ManagementReport CreationProcess Improvement
Soft Skills
Effective Written CommunicationAttention to DetailResourcefulnessStrategic ThinkingCollaboration
Tools & Technologies
Sales Enablement ProgramsSales ToolsSales IntelligenceSales TrainingWebinar Tools
Certifications & Qualifications
FINRA Series 6FINRA Series 7FINRA 63Life Insurance LicenseVariable Products License
Industry Keywords
Financial ServicesLife InsuranceAnnuitiesSales Enablement SystemsStakeholder Management
Tech Stack
Tools & technologiesTableau
About the role
Key responsibilities & impact- Provide sales team support as the central point of contact for one-on-one assistance with sales enablement programs, tools, and technologies
- Track and report key trends for stakeholders and partners in Sales Intelligence, Sales Training, and Marketing
- Manage requests and liaise with internal stakeholders to resolve complex or cross-functional problems
- Investigate technical issues, log cases accurately, and document issue resolutions
- Share observations across the organization to improve processes and address root-cause issues
- Support the CE and webinar process with Events Planning and the Retirement Solutions Group, including report creation and reconciliation
- Research and troubleshoot systems and sales tool issues
- Support new-user onboarding and training
- Coordinate with Corporate IT and Salesforce COE to ensure technology and systems access for onboarding sales employees
- Gather stakeholder needs and collaborate with internal and external stakeholders to improve the wholesaler experience
- Pilot and test new solutions and demonstrate Salesforce features and capabilities to wholesalers
- Maintain knowledge of enablement programs, sales tools, technologies, and integrations
- Coach and train peers as needed
- Develop and document training guides and videos with Sales Training
- Implement process efficiencies and streamline Salesforce and sales tools experiences
- Provide guidance on, and potentially build, Salesforce reports with the Sales Intelligence team
Requirements
What you’ll need- Advanced knowledge of sales enablement tools, processes, and technologies, including Salesforce, Tableau, Excel, Business Planning Dashboard, NBA, Seismic, territory management, Cvent, PL websites, Ensight, PPT, and Lifeline
- Demonstrated ability to think strategically and align internal resources
- Strong focus on customer experience and keen attention to detail
- Strong business acumen and ability to create efficient and repeatable processes and controls
- Analytical and technical mindset for troubleshooting and issue evaluation
- Resourceful with ability to tackle difficult questions and issues with minimum supervision
- Effective written communication for translating complex concepts and processes into digestible content
- 2+ years of hands-on experience with Salesforce Sales
- Minimum 2-3 years of sales enablement systems experience in a Financial Services environment, preferably with Life or Annuities experience
- FINRA Series 6/7 Required
- FINRA 63, Life Insurance and/or Variable Products license Preferred
- Undergraduate degree in Marketing, Economics or Finance, or equivalent Financial Industry experience
Benefits
Comp & perks- Medical, Dental, Vision
- Wellbeing Reimbursement Account
- Paid Time Off
- Holiday Schedules
- Financial Planning Time Off
- Paid Parental Leave
- Adoption Assistance Program
- Competitive 401k savings plan with company match and an additional contribution regardless of participation
- Flexible benefits tailored to physical, financial, emotional, and social wellbeing
- Diversity and inclusion culture
- Accommodation support for qualified individuals with disabilities and disabled veterans