Training Specialist, Highland Capital Brokerage

Advisor Group; Birmingham; Hybrid; USD 65,000 - 75,000; Full time

Job summary

Join a dynamic team as a Training Specialist, empowering financial services professionals through innovative training. In this role, you will design and deliver impactful training experiences, shaping the knowledge and success of your colleagues. Collaborate with experienced leaders in a fast-paced environment, utilizing your skills in adult learning and instructional design. If you have a passion for education and a background in life insurance or financial services, this is your chance to make a difference in a meaningful way. Embrace the opportunity to blend strategy and creativity in your training initiatives.

Benefits

Health Insurance

Vision Insurance

Dental Insurance

401k

Vacation Time

Sick Leave

Volunteer Days

Qualifications

• Proven expertise in delivering engaging training in-person and online.
• Strong foundation in adult learning theory and instructional design.

Responsibilities

• Design and deliver effective training for new hires and existing employees.
• Lead training projects, collaborating with internal teams and experts.
• Create engaging learning experiences across various formats.

Skills

Training Facilitation

Adult Learning Theory

Project Management

Communication Skills

Instructional Design

Education

Bachelor's Degree

Master's Degree (MBA, Organizational Leadership)

Tools

eLearning Modules

Virtual Training Platforms

Social Learning Tools

Job description

Sales Training & Talent Development Opportunity in Financial Services

Training Specialist, Highland Capital Brokerage

Location(s):

3535 Grandview Pkwy., Suite 500, Birmingham, AL35243

Atlanta: 2300 Windy Ridge Pkwy SE, Suite750, Atlanta, GA 30339

La Vista:12325 Port Grace Blvd, La Vista, NE 68128

Oakdale: 7755 3rd St. N, Oakdale, MN 55128

Scottsdale: 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255

St. Petersburg: 877 Executive Center Dr. W, Suite 300, St. Petersburg, FL 33702

Preferred locations are Omaha, NE (metro) or Birmingham, AL.

Remote applicants may potentially be considered for this role.

Schedule: Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office. Non-remote employees must be willing to work this schedule. Given the regional and travel requirements for this position, Osaic is open to remote applicants for this position.

Role Type: Full time

Salary: $65,000 - $75,000 per year + Sales Incentive Compensation

Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, experience, and education.

Our competitive salaries are just one component of Osaic’s total compensation package. Additional benefits include: health, vision, dental insurance, 401k, vacation and sick time, volunteer days and much more. To view more details of what you can look forward to, visit our careers page: https://careers.osaic.com/Creative/Benefits

Summary:

Bring Learning to Life at Highland Capital Brokerage
Are you passionate about empowering others through education? Do you thrive on transforming complex concepts into impactful, engaging training experiences? Join Highland Capital Brokerage, a proud subsidiary of Osaic, as our next Training Specialist.

In this role, you’ll be at the forefront of developing and delivering innovative training for financial services professionals across the country. From onboarding new hires to coaching sales teams on advanced insurance and annuity solutions, your work will directly shape the knowledge, confidence, and success of our people.

At Highland, you’ll collaborate with experienced leaders and make a real difference in a fast-paced, purpose-driven environment. If you're a skilled facilitator with a background in life insurance or financial services—and you're excited about blending strategy, creativity, and impact—we’d love to hear from you.

Responsibilities:

• Designs and delivers effective training for both new hires and existing employees, using proven instructional design methodologies and adult learning principles.
• Leads training projects from start to finish, collaborating closely with internal teams, subject matter experts, and business leaders to ensure training solutions align with organizational goals.
• Creates engaging learning experiences across multiple formats—including virtual, in-person, and blended environments—leveraging expertise in facilitation and modern learning technologies.
• Develops and delivers training on life insurance, disability insurance (DI), long-term care (LTC), annuities, industry concepts, sales skills, technology, and operational processes.
• Quickly absorbs complex, evolving subject matter and translates it into clear, actionable training content tailored to the needs of diverse learners.
• Combines business, sales, and operational insight to ensure learning programs are relevant, accurate, and performance driven.
• Crafts reinforcement tools and measurement strategies to promote knowledge retention and behavior change post-training.
• Demonstrates deep knowledge of Highland Capital Brokerage’s products, systems, distribution channels, and customer needs, ensuring training reflects current business practices and priorities.

Education Requirements:

• Bachelor’s degree required
• Master’s Degree preferred (MBA, Organizational Leadership, Adult Education and Training)
• FINRA Series 6 may be required within six months of start date

Basic Requirements:

• Proven expertise in delivering engaging training, both in-person and via virtual platforms.
• Strong foundation in adult learning theory, training facilitation, and media and instructional design.
• Demonstrated ability to manage multiple projects simultaneously, meeting deadlines and quality standards.
• Excellent verbal and written communication skills with the ability to present complex concepts clearly.
• Proficiency in creating instructional materials and training content.
• Familiarity with social and mobile learning tools is a plus.

Preferred Requirements:

• 3-5 years of experience in professional training, sales training, or a combination of both.
• Prior experience in the Life Insurance or Financial Services industry is required.
• Experience designing instructional media (e.g., videos, eLearning modules) is preferred.

Equal Opportunity Employer

Osaic is an equal opportunity employer. We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law.

Eligibility

Applicants for employment in the US must have valid work authorization that does not now and/or will not in the future require sponsorship of a visa for employment authorization in the US by Osaic.

Unqualified Applications

Osaic does not consider applications from candidates who do not meet the minimum qualifications stated in the job posting.

Recruiting Agencies

Osaic only accepts candidates from contracted recruiting firms and only for searches approved prior to submissions. Fees will not be paid for unsolicited submissions.