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E*TRADE - Retail Learning & Development Analyst (Sales)

Company: Morgan Stanley
Location: Sandy
Posted on: May 13, 2022

Job Description:

E*TRADE - Retail Learning & Development Analyst (Sales)Job Number: 3194909POSTING DATE: Apr 29, 2022PRIMARY LOCATION: Americas-United States of America-Georgia-AlpharettaOTHER LOCATIONS: Americas-United States of America-Utah-SandyEDUCATION LEVEL: Bachelor's DegreeJOB: Wealth ManagementEMPLOYMENT TYPE: Full TimeJOB LEVEL: AssociateDESCRIPTIONDeliver training for the Retail organization. Will deliver product and service, policy, and procedure as well as systems training. Learning Specialists will also deliver training in their area of specialty, service, or sales.


Facilitate training for the Retail organization Implement additions, updates, and changes to the Retail curriculum for new hire and new product, service/sales training for all lines of business including ILT, WBT and synchronous formatsWork with management to identify performance gaps and help identify and developing solutions (including training and other solutions) to improve individual and team performance.Develop training and job aids as needed for businesses supported
Bachelor's degree or equivalent education and experienceSeries 7/63 or 66 licenses within 90 days of hire1-2 years of stand-up training experience or relevant training experience2 years frontline sales or service experienceTravel required

Train the trainer course (AMA, Langevin, etc.) preferredProficient user of:
  • PowerPoint
  • Excel
  • Web based Conferencing applications
  • Windows Messenger featuresTraining delivery and group facilitation skillsAbility to adapt and present new curriculum to achieve desired learning objectivesAdult learning principlesNeeds based selling or Service principles depending on area of specialtySales process management/Service managementFinancial services product knowledgeVerbal and written communicationCoaching for performance improvement#etrade

Keywords: Morgan Stanley, Sandy , E*TRADE - Retail Learning & Development Analyst (Sales), Professions , Sandy, Utah

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