Provide leadership to a diverse team of financial services learning professionals. Create a learning ecosystem of instructional design, product, sales training, and in-person coaching to educate and engage external agents and financial advisors, and internal sales and distribution colleagues. Build relationships and collaborate with cross-functional teams in the design and implementation of innovative learning solutions. Ideal candidate must have managed a large team of training professionals across the insurance or financial services industry.

Responsibilities:

  • Develop and manage the strategic roadmap for the learning and development function across the business.

  • Collaborates with stakeholders to develop strategic training plans that align with business goals and needs

  • Leads a team of learning professionals; provides guidance, support, and development opportunities.

  • Design and deliver user-centric learning programs, leveraging a variety of delivery methods, strategies, and technologies

  • Lead by example and can deliver training education programs virtually and in-person.

  • Evaluate training effectiveness and return-on-investment (ROI) of training initiatives.

  • Collaborate with divisional leadership and senior management while utilizing customer feedback to develop robust learning plans.

  • Develop and monitor metrics to measure the impact of learning programs on business outcomes.

  • Stay current with industry trends and best practices in learning and development to continuously innovate learning programs.

  • Serve as a thought leader and internal consultant on learning and development-related topics.

  • Ensure compliance with relevant regulations and policies. 

Qualifications:

  • Bachelor’s degree in adult learning, organizational development, instructional design, or equivalent experience

  • Experience in the financial services industry

  • 10+ years of experience in learning and development

  • Experience conducting field training that supports sales or product education

  • Experience managing a team 

  • Strong track record (KPIs) in training development and design

  • Outstanding verbal and written communication and facilitation skills

  • Proficient in LMS tools and learning and development software

Preferred Qualifications:

  • Experience training financial professionals, agents, advisors, or brokers

  • Bilingual a plus (Spanish or Chinese)

Working Conditions:

  • Moderate travel (up to 20%)

**Please note that the compensation information that follows is a good faith estimate for this position only and is provided pursuant to applicable pay transparency and compensation posting laws. It is estimated based on what a successful candidate might be paid in certain Company locations.** 

The Salary for this position generally ranges between $155,000-$165,000 annually. This range is an estimate, based on potential qualifications and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law.  

Additionally, this position is typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at Company discretion. 

This job description is not a contract of employment nor for any specific job responsibilities. The Company may change, add to, remove, or revoke the terms of this job description at its discretion. Managers may assign other duties and responsibilities as needed. In the event an employee or applicant requests or requires an accommodation to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request.