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USAA · 3 hours ago

Facilitator I - Mid Level (Life Company)

Tampa, FL

Full-time

Hybrid

Mid Level

$70K/yr - $134K/yr

4+ years exp

USAA is dedicated to empowering its members to achieve financial security through exceptional service and trusted advice. The Facilitator I role focuses on delivering innovative training programs that enhance the performance of member-contact employees, fostering growth and excellence in service and sales.

BankingFinancial ServicesInsuranceVenture Capital

No H1B

Responsibilities

Lead dynamic learning experiences that empower our member-contact employees to deliver world-class service and sales

Bring innovation to the classroom, using creative approaches and adult learning principles to make training stick

Collaborate with a team of trailblazers, shaping the future of learning at USAA Life Company

Facilitates learning discussions, learning activities, coaching, and small group interactions

Facilitates and instructs employees in multiple learning environments including classrooms, labs, and virtual capabilities

Researches learner performance problems, determines underlying causes and provides feedback to improve performance

Collaborates with peers, customers, management and Instructional Design and Development on business initiatives, development of curriculum and learning solutions

Maintains business and learning skills/acumen through skills update and professional development

Identifies needed course maintenance, makes recommendations for process improvements and completes course revisions as appropriate

Maintains accountability for performance results and learning solution effectiveness

May play role of Producer for virtual courses as a learning opportunity for courses not yet fully qualified to facilitate

May provide support, including coordinating logistics, for other Facilitators

Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures

Qualification

Facilitation experienceInstructional design knowledgeVirtual training deliveryMicrosoft Office proficiencyFINRA Series 7Life/Health LicenseCoaching skillsSales & Service AcumenTechnology proficiencyCommunication skills

Required

Bachelor's degree OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree

4 years facilitator/instructional experience to include business relevant training, teaching, coaching, training design, development, facilitation and/or learning deployment; or progressive operational experience with a concentration on teaching/training/coaching

Excellent written and oral communication skills

Demonstrated ability to lead and manage teams, facilitate training, and provide one-on-one coaching

Proficient knowledge of Microsoft Office Products (Excel, Word, PowerPoint)

Knowledge of learning theories, adult learning principles and instructional design model

Experience with Virtual Technology and ability to deliver training remotely

Current FINRA Series 7 and/or attainment within 90 days of job entry

Current Life/Health License and/or attainment within 90 days of job entry

Preferred

Current FINRA Series 63 and/or attainment within 90 days of job entry

3+ years of facilitation experience in financial services, insurance, or related industries

Sales & Service Acumen: Experience in consultative sales and delivering exceptional customer service in a regulated environment

Life Insurance & Financial Services Knowledge: Understanding of life insurance products, annuities, and related concepts to connect training to business outcomes

Facilitation Expertise: Proven ability to deliver engaging, interactive classroom and virtual sessions using adult learning principles

Technology Proficiency: Skilled in virtual training platforms (WebEx, Zoom, MS Teams) and Learning Management Systems (LMS)

Coaching & Feedback Skills: Ability to assess learner performance and provide actionable feedback to improve results