Sales & Soft Skills Trainer

Designation: Sales & Soft Skills Trainer (BFSI Broking/Insurance)

Location: Mumbai

Exeperience : 5+ years

Budget: Upto 7LPA max

About Choice Connect:

Choice Connect, part of Choice International, is a pioneering platform enabling

distributors to sell financial products efficiently. Our ecosystem includes a diverse

range of distributorsindividuals, B2C companies, influencers, and DSAswho

distribute products like Demat accounts, credit cards, savings accounts, insurance,

and mutual funds. In addition to connecting sellers with products, we provide

comprehensive training to partners and their teams, empowering them with

knowledge and tools for success.

About the Role:

We are looking for a highly skilled Sales & Soft Skills Trainer with experience in the BFSI

sector, specifically from stock broking, insurance, or wealth management companies.

The ideal candidate will help enhance the sales effectiveness, client engagement, and

communication skills of our business development and relationship management teams.

This role is key to ensuring our teams are confident, professional, and equipped to drive

business growth in a competitive financial services environment.

Key Responsibilities:

Training & Development:

• Design and deliver training programs on sales techniques, client relationship

management, negotiation, communication, and soft skills specifically tailored for

broking or insurance professionals.

• Develop real-world scenarios, role-plays, and case studies from stock broking,

insurance, and wealth management contexts to make training practical and impactful.

• Conduct regular workshops, interactive sessions, and one-on-one coaching for

both new hires and experienced staff.

• Continuously update training materials to reflect market trends, regulatory

changes, and product updates in the BFSI sector.

Sales & Business Development Training:

• Build programs to enhance skills in lead generation, client acquisition,

upselling/cross-selling, and consultative selling within broking or insurance

operations.

• Coach teams on effective communication, emotional intelligence, client handling,

and objection management.

• Track and measure training effectiveness using performance metrics, client

feedback, and sales outcomes.

Content Creation & Program Management:

• Collaborate with business heads and subject matter experts to identify training

needs and design content relevant to broking or insurance operations.

• Use multiple training methodologies: in-person workshops, e-learning, webinars,

and experiential activities.

• Manage the end-to-end training lifecycle, from needs analysis to post-training

evaluation.

Knowledge & Expertise:

• Stay updated on broking markets, insurance products, and wealth management

solutions.

• Act as a mentor and coach, providing ongoing guidance to improve sales

performance and client servicing.

• Translate technical knowledge of financial products into practical client-facing

skills for sales teams.

Required Qualifications & Skills:

• Experience: 5 – 9 years in sales/soft skills training within broking, insurance, or

BFSI companies. Experience in stock broking or insurance sales teams is highly

preferred.

• Education: Graduate or Post-graduate degree in Finance, Business Administration,

Commerce, HR, or related fields.

• Training Skills: Proven ability to design and deliver engaging, practical training

programs. Excellent presentation, facilitation, and public speaking skills.

• Sales Acumen: Strong understanding of sales processes, client engagement, and

business development strategies in BFSI.

Desired Attributes:

• High energy and a passion for coaching and developing sales professionals.

• Excellent interpersonal and communication skills to engage teams effectively.

• Self-motivated and able to work independently as well as collaboratively.

• Strong analytical, problem-solving, and mentoring abilities.