Training & Engagement Program Manager

Bedminster, PA - USA

Monthly Salary: Not Disclosed

Posted on: 21 hours ago

Vacancies: 1 Vacancy

Job Summary

Job summary:

This individual will play a key role in enhancing the professional development of financial advisors and their staff within the firm. The ideal candidate will have expertise in designing delivering and evaluating corporate training programs that support both individual growth and organizational goals. As a trusted partner the Learning & Development Specialist will foster a learning culture that drives continuous improvement employee engagement and business success.

Lets talk job responsibilities:

Initiate campaigns that direct our sales teams with a strategic account to discover sales opportunities and to drive production goals.
Continuously review updates and changes to policies & procedures and technology to become a Subject Matter Expert (SME) and act as a resource to sales leadership and others
Assess training needs including existing course requirements and projected course requirements
Create training collateral (e.g. quick reference cards) to simplify learning and increase retention
Conduct task analysis and develop workflow documentation that can be leveraged by the field
Evaluate and make recommendations on capacity modeling and utilization of specialist
Formulate implement evaluate and measure career development and mentoring programs
Lead training seminars and conduct periodic site visits to assess work quality identify opportunities for productivity and efficiency improvements and document sessions for each attendee.
Manage and maintain master course files ensuring all training materials are up-to-date and organized.
Collect and evaluate student feedback prepare consolidated reports on instructor and course effectiveness and produce monthly training activity and capacity reports for management.

Your experience and skills:

Bachelors Degree in Education Business Insurance or related field or equivalent experience
6 years of experience in training or instructional design within the insurance or financial services industry
Experience with compliance training and continuing education programs
Familiarity with CRM systems and insurance software platforms
Knowledge of adult learning theory and performance-based training models

About Integrity

Integrity is one of the nations leading independent distributors of life health and wealth insurance products. With a strong insurtech focus we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life health and wealth so they can prepare for the good days ahead.

Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why Because we put our people first! At Integrity you can start a new career path at company youll love and well love you back. Were proud of the work we do and the culture weve built where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package including benefits that make work more fun and give you and your family peace of mind.

Headquartered in Dallas Texas Integrity is committed to meeting Americans wherever they are in person over the phone or online. Integritys employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information visit .

Integrity LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race color religion sex gender identity national origin disability veteran status or any other characteristic protected by federal state or local addition Integrity LLC will provide reasonable accommodations for qualified individuals with disabilities.

Required Experience:

Manager

Job summary: This individual will play a key role in enhancing the professional development of financial advisors and their staff within the firm. The ideal candidate will have expertise in designing delivering and evaluating corporate training programs that support both individual growth and organi...

Job summary:

Lets talk job responsibilities:

Initiate campaigns that direct our sales teams with a strategic account to discover sales opportunities and to drive production goals.
Continuously review updates and changes to policies & procedures and technology to become a Subject Matter Expert (SME) and act as a resource to sales leadership and others
Assess training needs including existing course requirements and projected course requirements
Create training collateral (e.g. quick reference cards) to simplify learning and increase retention
Conduct task analysis and develop workflow documentation that can be leveraged by the field
Evaluate and make recommendations on capacity modeling and utilization of specialist
Formulate implement evaluate and measure career development and mentoring programs
Lead training seminars and conduct periodic site visits to assess work quality identify opportunities for productivity and efficiency improvements and document sessions for each attendee.
Manage and maintain master course files ensuring all training materials are up-to-date and organized.
Collect and evaluate student feedback prepare consolidated reports on instructor and course effectiveness and produce monthly training activity and capacity reports for management.

Your experience and skills:

Bachelors Degree in Education Business Insurance or related field or equivalent experience
6 years of experience in training or instructional design within the insurance or financial services industry
Experience with compliance training and continuing education programs
Familiarity with CRM systems and insurance software platforms
Knowledge of adult learning theory and performance-based training models

About Integrity