Responsibilities
Maintain training records, attendance, certifications and learning dashboards.
Deliver training programs.
Track training completion and share periodic reports with stakeholders.
Support the creation and maintenance of training content, presentations and learning materials.
Organize employee trainings and knowledge-sharing initiatives.
Evaluate training effectiveness through feedback and learning metrics.
Skills
3–6 years of work experience in sales of financial products or corporate training
CFP Clearance required.
Background in personal finance (non-negotiable)
Solid public speaking and facilitation skills
Proven content writing & scripting ability for financial training material
Excellent verbal and written communication skills