Job Description
Job Description
Job Summary
The Annuity Training Specialist position is responsible for the development, editing and implementation of a training curriculum for the IMO and FI annuity channels.
This position will develop courses using the best delivery system such as videos, e-learning, or micro-learning based on the material and the audience.
In partnership with the AVP, Product & Sales Training and the Sr. Annuity Sales Trainer, this position will assess learning needs and prioritize training needs for optimal results with the goal being to facilitate our wholesaler-learner in acquiring sales skills.
This position reports to the AVP, Product & Sales Training. This position will interact with all levels of employees.
Duties and Responsibilities
- Consult with Sr. Annuity Sales Trainer and the Annuity Channel Sales Leadership to align with sales training needs.
- Consult with subject matter experts in actuary, product design, and other functional areas as needed to get content for training modules.
- Create engaging elearning activities with a focus on independent learning.
- Conduct pre and post instructional research and analysis on learners;develop metrics to determine the effectiveness of the training with a goal to improve productivity and quality.
- Learn and act as a subject matter expert for ways to enhance the learning process, such as
- Work with the Sr. Annuity Sales Trainer to design and deliver a new wholesaler onboarding program.
- Partner with Sr. Annuity Sales Trainer to create PowerPoint decks for live facilitation sessions.
- Foster relationships with Compliance and own the Ad Review process for all sales training content.
- Partner with the Product Technical Writers, as needed, and Compliance to ensure training documentation meets compliance standards.
- Act as an additional facilitator, as needed.
Experience and Education Requirements
- Bachelor's degree, or equivalent work experience
- 3+ years of annuity sales experience; RILA and / or FIA sales experience is a plus
- Prior successful experience with annuity training, preferably in design and delivery
- State insurance license
- Series 6 and 63
Knowledge, Skills & Abilities
- Knowledge of learning theories and instructional design models
- Prior lesson and curriculum planning knowledge
- Strong project management and organizational skills
- Strong communications skills (written / verbal), ability to deliver clear and convincing presentations on training curriculum
- Strong interpersonal skills to establish and maintain effective working relationships and the ability to model our core values : Collaborative, Authentic, Dynamic, Empowered and Inclusive
- Ability to collaborate with a demonstrated ability / credibility to influence broadly and challenge conventional thinking
- Experience using, or willingness to learn, training technology platforms (video editing, PPT deck creation, etc.)Must have the ability to understand and write effective text for a complex products
- Strong presentation skills
- Proficient plus with Microsoft Office Suite
Other Requirements
- Perform other functions, duties and projects as assigned
- Regular and punctual attendance
- Some travel may be required (less than 10%)
LI-MB1 #LI-Remote
Additional Information
Work Environments
F&G believes in an employee-centric flexible environment, which is why we offer the ability for in-office, hybrid and remote work arrangements.
During the hiring process, you'll work with your leader to decide what works best for your role.
F&G complies with federal and state disability laws and makes reasonable accommodations for applicants and candidates with disabilities, unless such accommodation would cause an undue hardship for F&G.
If reasonable accommodation is needed to participate in the job application or interview process, please contact talentacquisition@fglife.com.
Join our employee-centric hybrid work environment : F&G Careers
About F&G
Since 1959, Fidelity & Guaranty Life Insurance Company (F&G) has offered annuity and life insurance products to those who are seeking security in retirement and protection during life's unexpected events.
As a national Top Workplace1, an Iowa Top Workplace2 and a proud equal opportunity employer, F&G team members are empowered, collaborative, dynamic and authentic.
We believe that by embracing these values, we will continue to build and strengthen the company while continuing to be a great place to work.
1 Top Workplaces USA 2022 2023
2 Des Moines Register Top Workplaces 2018 2022
Notice for all Applicants who are California residents under the California Privacy Rights Act. Please click here to review the policy.
Annuity Training Specialist
The Annuity Training Specialist position is responsible for the development, editing and implementation of a training curriculum for the IMO and FI annuity channels. Annuity Sales Trainer and the Annuity Channel Sales Leadership to align with sales training needs. Annuity Sales Trainer, this positio...
PMOGA Community & Market Coordinator
JobPosting","title":"PMOGA Community & Market Coordinator","datePosted":"2024-06-26T00:00:00","validThrough":null,"description":"How will you make a difference to PMI?\nThe PMOGA Community and Market Coordinator is integral in providing operational and administrative support to both the PMOGA Commun...
Field Project Coordinator NI Academy
In this unique Project Coordinator position, you will participate in our Network Implementation (NI) Academy which is a robust training program to jump-start and enable your success in this role. Attend multiple weekly project update calls and handle construction-related customer concerns for multip...
Store Manager in Training (MIT)
Conduct initial interviews for potential new hires (Cookie Crew, Shift Leaders and Delivery Drivers) in the manager's absence. Support Store Ops Manager with ordering, inventory control and scheduling. Upselling and overall customer service excellence - Ensuring all team members are also upselling a...
Sr. Project Manager
Project Manager for our client, they are one of the premier agricultural builders in the nation, providing Design-Build solutions for hatcheries, egg-laying facilities, livestock confinement, and food processing. Preferred Skills and ExpertiseBachelor’s degree in Construction Engineering, Constructi...
Instructional Designer
Position - Instructional Designer. Apply knowledge of adult learning, instructional design, performance consulting, and evaluation to performance improvement interventions and solutions. Consult, and strategize with Learning and Development professionals and Human Resources professionals to utilize ...
Senior Learning and Development Specialist
The Waldinger Corporation, a growing Mechanical, Electrical, Plumbing, and Sheet Metal industry leader, is seeking a Senior Learning & Development Specialist who has a passion for learning and development, leadership, and diversity & inclusion. Support programs that foster an inclusive learning cult...
Personal Training Manager
This position will oversee all aspects of the Personal Training department for a designated Genesis location; including recruiting, hiring, scheduling and training new personal trainers. Assist in the initial and continued training and education of all personal training staff. As well as, ensure pro...
Training and Development Manager
The Training and Development Manager will be responsible for overseeing, coaching, and supporting the training and development team; and will collaborate with cross-functional teams to provide effective training and development to new and current team members. Research new training approaches, provi...
IT Program/Project Manager
As a Manager in the Deloitte Technology-US (DT-US) Office of the CIO (OCIO) PMO team, you will play a key role in leveraging leading program and project management practices and methodologies to enable world-class delivery of our major internal technology programs. You will lead and coordinate proje...