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Description: This position provides training support primarily for the Annuities Sales teams. This is accomplished through partnering with key members of the business unit, analyzing current and ongoing training needs, designing programs to meet those needs and delivering quality training to our training delivery partners in the organization.Analyzes and determines training needs to meet the learning objectives of the organization specific to the businessPartners with key members of business units and functional learning teams to determine if training is needed (conducts needs analysis).Formulates and develops plans, procedures and programs to meet specific training needs and address issues.Serves as the learning liaison to a primary business unit (may assist other business units, as needed) and is responsible for supporting their training needs;Designs and develops training guides and materials to support topics such as products, investments, technology, continuing education, sales skills, customer service skills, etc.; helps to implement business initiatives of the organization through trainingDesigns, develops, and revises business as usual (BAU) training programs to meet the needs of the business; administers new hire orientation and other development programsBuilds specific subject matter curriculum, may supervise development by outside vendors; may take form as online learning, ILT, or distance learning formats.Maintains working relationships with executive and line management to ensure that training programs support the organization and the Annuity business' goals and requirements.Coordinates the delivery of training programs in partnership with training delivery teams associated with businessMay lead a team or individual, maintains oversight of work done, holds team meetings, and is responsible for the effective operation of that team, etc.May travel to observe and provide feedback to training delivery teamResponsible for training recordkeeping and achivingResponsible for adhering to timelines and budgetsConsults with director and business unit when making decisions on major initiativesCompletes ad hoc projects on an as needed basisStrong knowledge of annuity products and benefitsKnowledge of systems that support products and benefitsStrong project management skills; ability to effectively manage multiple efforts at the same timeUnderstanding of sales practices and compliance issues as related to annuitiesAbility to partner with others, identify / anticipate needs and proactively provide supportAbility to work with minimal supervision in an extremely fast paced environment Excellent communication and organizational skillsSkill and experience in technical writing, the design and development of training material and knowledge of adult learning theory, preferredProficiency with Lotus Notes, MS Word, and MS PowerPoint a mustFINRA Series 6 and Series 63 required or must be obtained within specified timeframeMinimum of 2-3 years of successful experience in a training or technical writing roleProven ability to effectively manage the work of others, where appropriate10-20% travel may be required Bachelors Degree preferred or equivalent experience
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Just 3 Easy Steps! Before you can apply for jobs on
iHireInsurance.com, we need you to complete a
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jobs you apply to. This allows employers to receive targeted matches,
increasing the chances that they'll see your resume if you have the
skills they're looking for.
Just 3 Easy Steps! Before you can apply for jobs on
iHireInsurance.com, we need you to complete a
one time registration process so we can match your skills with the
jobs you apply to. This allows employers to receive targeted matches,
increasing the chances that they'll see your resume if you have the
skills they're looking for.