Agent Sales Training and Development Associate

Knights of Columbus; New Haven (CT); On-site; USD 59,000 - 100,000; Full time

Benefits offered by this job

Time Away: 13 paid holidays

401(k) retirement with company match

Health insurance options

Parental leave

Professional development reimbursement

Job summary

The Knights of Columbus seeks a detail-oriented training administrator to support in-house and online programs for the field force in the US and Canada. You will handle scheduling, materials, diplomas, and communications, while helping grow knowledge and performance through structured development tracks.

Applicants should have a high school diploma and at least four years of office experience, preferably in financial services.

Qualifications

• High school diploma required.
• 4 years of office experience preferred in financial services.
• Ability to work both independently and collaboratively on multiple projects.
• Excellent oral and written communication skills.
• Strong administrative and time management skills.

Responsibilities

• Provide administrative support for agent training and communications.
• Assist content development and design of training schools.
• Manage calendar scheduling for virtual trainings and workshops.
• Produce/Co-host all Online trainings and events.
• Create and maintain session feedback processes for continuous improvement.
• Oversee professional development tracks for US and Canada agents.

Skills

Independent work

Collaboration

Attention to detail

Communication skills

Administrative skills

Education

HS diploma

4+ years office experience

Tools

Word

Excel

PowerPoint

Outlook

SharePoint

SmartOffice/Dynamics

Ingenium

Kaplan

Agent Portal

Survey Monkey

Kahoot

Canva

Job description

Feel Good About Doing Good

The Knights of Columbus is a tax-exempt Catholic fraternal benefit society that provides financial security to members and their families through our life insurance, long-term care insurance, disability income insurance, investment and annuity products. Charity is at the core of our missions: our profits are donated to help those in need and to support our faith - $1.73B over the past ten years.

Feel Good About Doing Good

The Knights of Columbus is a tax-exempt Catholic fraternal benefit society that provides financial security to members and their families through our life insurance, long-term care insurance, disability income insurance, investment and annuity products. Charity is at the core of our missions: our profits are donated to help those in need and to support our faith - $1.73B over the past ten years. While we have many employees who are not Catholic, we follow the Church’s teachings in our investment strategies and our employee benefits. As part of our religious mission, we support the pro-life cause by contributing to the March for Life and pregnancy resource centers, we oppose assisted suicide and euthanasia, we are evangelists for the Catholic faith, and we help Christians who are facing religious persecution in the Middle East. We all work together to support our two million members as they volunteer to help others in their parishes and communities around the world.

Share Your Talent. Live Your Purpose.

We are a growing and purpose-driven community of professionals. Join us to discover how you can meet your goals and ours!

Overview

Assists in the implementation, administration, coordination, and communication of in-house and online training for the field force.

Core Responsibilities

• Administrative support of all agent training, agent communications, training materials, training supplies, diplomas, and tracking of conference eligibility.
• Assist in the content development and design of schools.
• Manage calendar scheduling for all virtual trainings and workshops
• Producer/Co-host for all Online trainings and events.
• Create, administer, and maintain session feedback evaluation processes to drive continuous improvements
• Oversee agent professional development tracks for the US and Canada and assists agents with designations.
• Monitor agents' progress and attainment of the designations that make up the Professional Development Track. This includes enrolling agents in the FIC/F designations and submitting for Pins and Certificates to be mailed out.
• Process and assist agents with professional development reimbursements and charges.
• Manage relationships between professional development institutions and KofC.
• Assists in administrative activities of Field Management and Agency programs.
• Performs other duties as assigned.

Skills Qualifications

Required:

• Ability to work both independently and collaboratively on multiple projects
• Strong attention to detail
• Effective interpersonal skills
• Excellent oral and written communication skills
• Administrative and time management skills

Systems/Technical Knowledge:

• Microsoft Office including Word, Excel, PowerPoint, Outlook, SharePoint
• SmartOffice/Dynamics
• Ingenium
• Kaplan
• Agent Portal
• Survey Monkey
• Kahoot
• Canva

Education

Required:

• High school diploma required
• 4 years of office experience preferably in financial services

Preferred:

• Training environment experience preferred
• Sales environment experience

Compensation

The wage range for this role takes into account a broad array of factors that are considered in making compensation decisions, including but not limited to: skill sets; experience and training; licensure and certifications; and other business and organizational needs. The range below applies as long as the work is performed in Connecticut; the Knights of Columbus reserves the right to adjust the wage range if the position is performed in another location. At the Knights of Columbus, it is not typical for an individual to be hired at or near the top of the range for their role, and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $58,500-$99,500.

Physical Demands

Must be able to remain in a stationary position for a majority of the workday.

Authorization To Work In The US Is Required

This position is not eligible for visa sponsorship.

KofC Cares

Our mission is focused on family and faith, and we support our employees in seeking a balanced life.

Employee benefits include:

Time Away: 13 paid holidays per year in addition to vacation and paid sick leave, and flexible workweek schedules.

Professional Development: Certifications, designation, and tuition reimbursement.

Retirement Benefits: 401(k) retirement savings plan with matching company contributions, and cash balance retirement plans fully funded by the company.

Health and Wellness:

• Short-term disability and term life insurance fully paid for by the company;
• Up to 12 weeks of childbirth leave under STD policy.
• One week of fully paid parental leave for all new parents, including adoptive and foster parents.
• A variety of health insurance options, including premium-level family coverage and a pre-tax Health Savings Account with employer contributions. The Order's health plans do not cover abortion, sterilization, or contraception, and the Order has helped advocate for other employers who do not want to provide coverage.
• Long-term disability insurance;
• Dental insurance;
• Vision insurance;
• Health club membership reimbursement;
• Employee Assistance Program