Life & Annuity Training Facilitator

pacificlife; Omaha (NE); On-site; USD 66,000 - 81,000; Full time

Benefits offered by this job

Medical, Dental, Vision

Wellbeing Reimbursement Account

Paid Time Off

Holiday Schedules

Parental Leave

Adoption Assistance

401k with company match

Job summary

Pacific Life is seeking a Training Facilitator to join the CMD Ops Training Team in Newport Beach, Omaha, NE, or Charlotte, NC. You will deliver role-based onboarding and classroom training to Operations employees, ensuring they are job-ready for Life and Annuity processes.

You will collaborate with SMEs, Tech partners, and other trainers to provide consistent, high-quality experiences while maintaining calendars and materials for ongoing sessions.

Qualifications

• 2-3 years of Annuities or Life Operations experience, plus training peers.
• 4-year degree or equivalent work experience.
• Comfort with Microsoft 365 tools (Teams, PowerPoint, OneNote) and learning management systems.

Responsibilities

• Coordinate onboarding for Production and Customer Service teams, serving as liaison between Technology and Operations.
• Facilitate engaging virtual classroom training for Annuity or Life product lines, adapting to adult learning needs.
• Gauge learner progress and share trainee performance with leaders and stakeholders.
• Maintain training calendar and records, prepare materials and confirm participant access ahead of each class.
• Keep courses current using feedback and audit data in partnership with Instructional Designers.

Skills

Annuities/Life operations experience

Training peers

Communication skills

Facilitation

Organizational skills

Stakeholder presentations

FINRA Series 6

Education

4-year degree

Tools

Microsoft 365 Suite

Learning Management System

e-learning tools

Job description

Pacific Life is seeking a Training Facilitator to join the CMD Ops Training Team in Newport Beach, Omaha, NE, or Charlotte, NC. You will deliver role-based onboarding and classroom training to Operations employees, ensuring they are job-ready for Life and Annuity processes.

You will collaborate with SMEs, Tech partners, and other trainers to provide consistent, high-quality experiences while maintaining calendars and materials for ongoing sessions.