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Operations Training Facilitator
Pacific Life. Coordinate new hire onboarding for Production and Customer Service teams .
About the role
Key responsibilities & impact- Coordinate new hire onboarding for Production and Customer Service teams
- Serve as liaison between Technology and Operations so new hires have required access and tools
- Facilitate virtual classroom training for full Annuity or Life product lines
- Adapt training style to different adult learning needs
- Gauge learner progress
- Share trainee performance, attendance, and engagement with leaders and stakeholders
- Maintain the training calendar and records
- Prepare materials and confirm participant access before each class
- Use participant feedback, post-training surveys, and audit data to keep courses current
- Update content and close knowledge gaps in partnership with Instructional Designers
- Collaborate with Operations leaders, subject matter experts, Technology partners, Documentation team, Training Facilitators, and Instructional Designers
Requirements
What you’ll need- 2–3 years of Annuities or Life Operations experience
- Demonstrated experience training peers
- 4-year degree or an equivalent combination of work and experience
- Comfort with Microsoft 365 tools, including Teams, PowerPoint, and OneNote
- Experience with learning management systems
- Working knowledge of CMD Operations products, systems, and processes
- Excellent communication, facilitation, and organizational skills
- Strong attention to detail
- Ability to develop clear, effective training materials
- Ability to present to stakeholders at all levels
- Ability to anticipate and overcome classroom challenges
- Collaborative, coachable, growth-minded approach
- Commitment to delivering a superior customer service experience
- FINRA Series 6 registration within 3 months of hire required to train licensed associates
- A FINRA Series 6 license already in hand is a preferred qualification
- Experience across both Life and Annuity product lines or multiple Operations departments is preferred
- Experience with e-learning or content development tools, or formal training credentials such as Train the Trainer or adult learning certifications, is preferred
- Experience mentoring or onboarding other trainers, or consistently positive learner feedback, is preferred
Benefits
Comp & perks- Medical, Dental, Vision, and Wellbeing Reimbursement Account for employees and eligible dependents
- Paid Time Off
- Holiday Schedules
- Financial Planning Time Off
- Paid Parental Leave
- Adoption Assistance Program
- Competitive 401k savings plan with company match
- Additional 401k contribution regardless of participation
- Flexible benefits
- Diversity and inclusion support