Director, Learning and Development – Life Company Direct Distribution Sales
$127,310–$243,340 year
HybridPhoenix, Arizona, United States or Colorado Springs, Colorado, United States
Job Summary
Lead the planning, design, development, implementation, and evaluation of learning programs for new hire and upskilling classes across Life, Health, and Retirement Income Sales. Assess human performance needs to address business issues, manage a portfolio of learning solutions, and consult with executives to close human performance gaps. Coordinate new hire classes, provide feedback on training content and presentation style, and establish strategic partnerships with vendors to incorporate industry best practices. Manage budgets, direct resources to critical initiatives, and build a team of facilitators through recruiting, coaching, and performance management. Ensure risks associated with business activities are identified and controlled per compliance policies. This role requires 4 days in-office presence and is based in San Antonio, TX, Phoenix, AZ, Tampa, FL, Colorado Springs, CO, or Plano, TX.
Required Qualifications
- Bachelor's degree
- 4 years of relevant education and/or experience
- 8 years of progressive operational experience to include training in design, development, facilitation and/or deployment
- 3 years of direct team lead or management experience
- Demonstrated ability to isolate key business problems and influence clients to take appropriate action
- Demonstrated ability to develop and manage talent, manage workflow and project execution, engage and inspire, foster open communication, establish plans, manage and improve processes, build relationships, and establish trust
- Demonstrated ability to use multiple learning methods and to match the appropriate methods with the subject matter
- Experience designing custom learning/ training programs and/or solutions
- Advanced knowledge of needs assessment and curriculum design for diverse audiences and on a broad range of topics
- Experience implementing aspects of evaluation models to determine training effectiveness
- Demonstrated ability to implement lessons learned to improve training program/strategy
- US military experience through military service or a military spouse/domestic partner
- 4 or more years of experience with sales training and coaching on financial service products
- 4 or more years of working experience with Life, Health and Annuity products
- Direct management experience leading a team of facilitators and/or sales coaches
- Strong facilitation skills, experience building presentations and ability to articulate complex concepts
- Financial service designations to include CFP (Certified Financial Planner), CLU (Chartered Life Underwriter), or RICP (Retirement Income Certified Professional) designations
- Insurance licenses to include Life and Health License or FINRA 7, 66 (63 or 65)
- Must be available for office 4 days per week
- Must be based on San Antonio, TX., Phoenix, AZ., Tampa, FL, Colorado Springs, CO. or Plano, TX. Campus
Desired Qualifications
- Relocation assistance not available for this position
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