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CEC Learning & Development Facilitator

Addison, TX; Montpelier, VT

Come join one of America’s fastest-growing insurance companies. Since 1848, National Life Group has aimed to keep our promises, providing families with stability in good times and in bad. Throughout that history, we have provided peace of mind to those families as they plan their futures.

Our mission extends beyond the insurance and annuities policies that we offer. We strive to make the world a better place through our grants from our charitable foundation, paid volunteer time for our employees, environmentally sustainable and healthy workplaces, and events that promote the work of nonprofits in our own backyard.

We foster a collaborative environment with opportunities for growth and encourage our associates to live our values: Do good. Be good. Make good.

Please note that we do not offer visa sponsorship for this position.

Role Summary

We are seeking a dynamic and experienced Professional Trainer to lead and support training initiatives for our Customer Experience Center (Call Center). This role is responsible for delivering impactful training sessions to new hires and current employees, including onboarding, refresher, and upskilling programs. The ideal candidate will be passionate about learning and development, with a strong ability to assess training needs, coach effectively, and support employees' professional growth.

This position currently offers an onsite work schedule, with the expectation that you are in the office four days per week during onsite core days. Our current onsite core days are Monday, Tuesday, Wednesday, and Thursday.  The work schedule type and core days are subject to change with advance notification and manager discretion.

Essential Duties and Responsibilities

  • Facilitate comprehensive training programs for new and existing Customer Experience Center employees through instructor-led and virtual instructor-led sessions utilizing a variety of delivery methods specific to adult learning, using instructional techniques and formats, such as role playing, simulations, team exercises, group discussions, and facilitation
  • Design, develop, and maintain engaging training materials, curriculum, knowledge checks, and assessments.
  • Conduct training needs assessments and create action plans to address skill gaps.
  • Coach individuals and teams to enhance performance and understanding of financial products, systems, and procedures.
  • Monitor, evaluate and record training activities and program effectiveness, recommending and developing alternative training methods to continually improve programs
  • Manage and update knowledge base content to ensure accuracy and accessibility.
  • Collaborate with department leaders, subject matter experts, and other stakeholders to identify and address training needs.
  • Stay current with industry trends, new technologies, and training methodologies to continuously improve training effectiveness.
  • Partner with Workforce Management teams to coordinate training schedules aligned with business needs.
  • Adapt training styles, tools, and delivery methods based on learner needs and operational priorities. Establish credibility with the audience by knowing the content area, providing relevant examples, and linking the material to the audience’s job experiences and challenges
  • Promote a positive, inclusive, and feedback-rich learning environment that encourages personal and professional development.
  • Support a culture of continuous learning and knowledge sharing across the department.
  • Perform all training duties, and all other duties as required

Minimum Qualifications

  • Bachelor’s degree required, or five years of specific-job related experience within a finance or call center environment may be substituted
  • Strong knowledge of Life Insurance and/or Annuity products required.
  • Strong facilitation, coaching, and presentation skills.
  • Demonstrated experience in instructional design and curriculum development.
  • Excellent communication skills with the ability to explain complex concepts clearly and concisely both verbally and in written format.
  • Ability to manage multiple projects and adjust to shifting priorities.
  • Proficient in using modern learning technologies, tools, and platforms.
  • Collaborative mindset with strong interpersonal and stakeholder engagement skills.
  • Passion for learning, personal development, and employee success. Comfortable delivering coaching and feedback to trainees.
  • Quickly masters training content; is resourceful in consulting subject matter experts and other resources (e.g., websites, manuals, literature) to add their content knowledge
  • Ability to readily adapt to an ever-changing environment
  • Thinks quickly on their feet; handle challenging questions and comments with poise and confidence
  • Willingness to perform other duties as assigned
  • Must be able to pass a background check

Preferred Qualifications

  • Experience with Learning Management Systems (LMS) and knowledge base tools.
  • Experience with training authoring platforms and tools such as Articulate 360, Rise, etc.  
  • Certification in Training, Instructional Design, or Coaching

Benefits

Base Pay Range.  The base pay range for this position is the range National Life reasonably and in good faith expects to pay for the position taking into account the wide variety of factors, including: prior experience and job-related knowledge; education, training and certificates; current business needs; and market factors.  The final salary or hourly wages offered may be outside of this range based on other reasons and individual circumstances.

Additional Compensation and Benefits. The total compensation package for this position may also include a full range of medical, financial, and/or other benefits (including 401(k) eligibility and various paid time off benefits, such as vacation, sick time, and parental leave), dependent on the position offered. The successful candidate may also be eligible to participate in National Life’s discretionary annual incentive programs, subject to the rules governing such programs. If hired, the employee will be in an "at-will position" and National Life reserves the right to modify base salary (as well as any other discretionary payment or compensation or benefit program) at any time, including for reasons related to individual performance, company or individual department/team performance, and market factors.

National Life is accepting applications for this role on an ongoing basis and the role remains open until filled.

Hourly Pay Range

$22 - $32 USD

National Life Group® is a trade name of National Life Insurance Company, Montpelier, VT – founded in 1848, Life Insurance Company of the Southwest, Addison, TX – chartered in 1955, and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York. Equity Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company. All other entities are independent of the companies of National Life Group.

Fortune 1000 status is based on the consolidated financial results of all National Life Group companies.

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National Life Group

1 National Life Dr

Montpelier, VT 05604

 

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