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USAA · 18 hours ago

Facilitator I - Mid Level (Life Company)

Plano Legacy

Full-time

Onsite

Mid Level

$70K/yr - $134K/yr

4+ years exp

USAA Life Insurance Company is seeking a Facilitator I to join their Learning & Development team. The role involves leading dynamic learning experiences that empower member-contact employees to deliver exceptional service and sales, while also collaborating with a team to shape the future of learning at USAA Life Company.

BankingFinancial ServicesInsuranceVenture Capital

No H1B

Responsibilities

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 experienceFINRA Series 7Life/Health LicenseMicrosoft Office ProductsLearning theories knowledgeVirtual training technologySales & Service AcumenCoaching & Feedback SkillsFacilitation Expertise

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 Life/Health license

Current FINRA Series 7

Current FINRA Series 63

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