Training & Development Analyst

National Life Group   •  

Addison, TX

Industry: Accounting, Finance & Insurance


5 - 7 years

Posted 31 days ago

This job is no longer available.


Responsible for the development, execution and oversight of a full training program for new associates as well as ongoing training offerings for existing associates with development opportunities. Development program modules will be focused on the Financial Services Industry, Product, Customer Service Concepts, Organizational Strategies, culture and other modules related to our business.

Key Responsibilities

  • Designs and develops training and other presentations using MS Word and MS PowerPoint; web based learning tools and tracks results.

  • Supports business through product, service and subject matter training.

  • Conducts training needs analysis / internal client interviews to identify key training needs.

  • Aptitude to learn new processes quickly and the ability to present content in a simplified manner.

  • Create and maintain all training materials, including, but not limited to: leader/participant guides, job aids, flip charts, slides, video, etc.

  • Coordinate with company “subject matter experts” to assure training material content integrity, accuracy, consistency and mirroring with other training programs, both internal and external.

  • Coordinate training meetings and events.

  • Continually update and upgrade training methodologies and measurement processes to assure optimum training value and effectiveness.

  • May lead a team of Training Specialists once program is developed.

  • Tracks and reports on training metrics, including trainer schedules and hours.

  • Provide cross training for peers and other instructors for in-house training programs and provide feedback on the effectiveness of the instructor.

  • Coordinate with Human Resources for competency and culture type training needs.

  • Possesses excellent presentation and classroom management skills and apply adult learning principles to maintain participant’s interest and achieve learning objectives.

  • Exhibits excellent interpersonal skills to be able to relate to different levels of the organization and work effectively with vendors, act as a liaison between the business and IT.

    Job Requirements

  • Bachelor’s degreerequired or 5 years of specific job related experience may be substituted

  • 5+ years’ experience within Financial Services – preferably Annuity or Life Insurance

  • Experience in technical and user acceptance testing, along with internal business metrics and auditreporting

  • Advanced knowledge of MS Office products, primarily PowerPoint and MS Excel

  • Strong interpersonal skills and sensitivity to deal effectively with individuals from different cultures, along with professional maturity and confidence in communicating results with peers and various levels of management

  • Must possess the analytical skills to utilize instructional design techniques to create meaningful and effective training programs

  • Must possess excellent technical product operational, systems, and application knowledge

  • Demonstrates excellent written and oral communication to write and deliver training programs, and develop action plans

  • Possesses organizational skills to multi-task, meeting deadlines and be able to work independently

  • Performs other duties as assigned

  • Must be able to pass a background check