Trainer
Core
Design, develop, and deliver end-to-end training programs for distribution channels, including onboarding, product knowledge, and specialized courses for financial advisors.
Role type
Senior Training Specialist (Financial Services)
Builds
Training curricula, train-the-trainer programs, and learning roadmaps for sales agents and advisors.
Domain
Financial Services / Life Insurance
Required skills
Training program design, instructional design, stakeholder management, logistics coordination, presentation skills, MS Office proficiency, graphic design/video editing, driving, travel readiness
Preferred skills
Experience in financial/life insurance industry, ability to work with minimal supervision
Technologies
MS Office, infographics tools, video editing software
Responsibilities
Facilitate onboarding and licensing courses (IC Review, SLTC), conduct rookie training programs (S.T.A.R.T., Product Knowledge), deliver specialized courses (Underwriting, Persistency, Claims, Digital SUN), design learning roadmaps with Instructional Design teams, manage training logistics (calendar, venue, budget, attendance), coordinate with Cluster Management for agency activities and events.
