Operations Training Facilitator

Pacific Life; Newport Beach (CA); On-site; USD 66,000 - 81,000; Full time

Benefits offered by this job

Benefits start day 1

Medical, Dental, Vision

401k with company match

Paid time off

Job summary

Pacific Life is seeking a Training Facilitator to join the CMD Ops Training Team in Newport Beach, with options in Omaha, NE or Charlotte, NC. You will deliver engaging, role-based onboarding and classroom training for Life and Annuity operations to help staff become job-ready.

Coordinate onboarding, facilitate virtual sessions, track learner progress, maintain the training calendar, and collaborate with Instructional Designers to keep content current.

Qualifications

• 2–3 years of Annuities or Life Operations experience, with demonstrated experience training peers, plus a 4-year degree or an equivalent combination of work and experience.
• Comfort with Microsoft 365 tools (Teams, PowerPoint, OneNote) and learning management systems, and a working knowledge of CMD Operations products, systems, and processes.
• Excellent communication, facilitation, and organizational skills, with strong attention to detail and the ability to develop clear, effective training materials.
• The ability to present to stakeholders at all levels and to anticipate and overcome challenges in the classroom.
• A collaborative, coachable, growth-minded approach, with a commitment to delivering a superior customer service experience.
• FINRA Series 6 registration within 3 months of hire (required to train licensed associates).

Responsibilities

• Coordinate new hire onboarding for Production and Customer Service teams, serving as liaison between Technology and Operations.
• Facilitate engaging virtual classroom training for Life and Annuity product lines.
• Gauage learner progress and share trainee performance, attendance, and engagement with leaders.
• Maintain the training calendar and records, and prepare materials and confirm participant access ahead of each class.
• Keep courses current by using feedback and audit data to update content in partnership with Instructional Designers.

Skills

Annuities/Life Ops experience

Training peers

Microsoft 365 tools

Communication & facilitation

Stakeholder presentation

FINRA Series 6 license

Education

4-year degree

Tools

Learning Management Systems

Office 365 tools

e-learning tools

Job description

Job Description:Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead – our policyholders count on us to be there when it matters most. It's a big ask, but it's one that we have the power to deliver when we work together. We collaborate and innovate – pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it's the right thing to do. Pacific Life is more than a job, it's a career with purpose. It's a career where you have the support, balance, and resources to make a positive impact on the future – including your own.We're actively seeking a talented Training Facilitator to join our Consumer Markets Division (CMD) Ops Training Team in Newport Beach, Omaha, NE, or Charlotte, NC.As a Training Facilitator, you'll move Pacific Life, and your career, forward by delivering engaging, role-based onboarding and classroom training that helps Operations employees become job-ready and confident in Life and Annuity processes. You will fill an existing role on a team of 10 people in the Operations Training and Documentation division. Your colleagues will include fellow Training Facilitators and Instructional Designers, with close ties to our Documentation team. We work side by side with Operations leaders, subject matter experts, and Technology partners, and we share activities, ideas, and best practices so every learner gets a consistent, high-quality experience.How you'll help move us forward:Coordinate new hire onboarding for Production and Customer Service teams, serving as the liaison between Technology and Operations so new hires start with the access and tools they need.Facilitate engaging virtual classroom training for a full Annuity or Life product line, adapting your style to different adult learning needs.Gauge learner progress and share trainee performance, attendance, and engagement with leaders and stakeholders.Maintain the training calendar and records, and prepare materials and confirm participant access ahead of each class.Keep courses current by using participant feedback, post-training surveys, and audit data to update content and close knowledge gaps, in partnership with Instructional Designers.The experience you bring:2–3 years of Annuities or Life Operations experience, with demonstrated experience training peers, plus a 4-year degree or an equivalent combination of work and experience.Comfort with Microsoft 365 tools (Teams, PowerPoint, OneNote) and learning management systems, and a working knowledge of CMD Operations products, systems, and processes.Excellent communication, facilitation, and organizational skills, with strong attention to detail and the ability to develop clear, effective training materials.The ability to present to stakeholders at all levels and to anticipate and overcome challenges in the classroom.A collaborative, coachable, growth-minded approach, with a commitment to delivering a superior customer service experience.FINRA Series 6 registration within 3 months of hire (required to train licensed associates).What makes you stand out:A FINRA Series 6 license already in hand.Experience across both Life and Annuity product lines or multiple Operations departments.Experience with e-learning or content development tools, or formal training credentials such as Train the Trainer or adult learning certifications.Experience mentoring or onboarding other trainers, or a track record of consistently positive learner feedback.Base Pay Range:The base pay range noted represents the company’s good faith minimum and maximum range for this role at the time of posting. The actual compensation offered to a candidate will be dependent upon several factors, including but not limited to experience, qualifications and geographic location. Also, most employees are eligible for additional incentive pay.$66,330.00 - $81,070.00Your Benefits Start Day 1Your wellbeing is important to Pacific Life, and we’re committed to providing you with flexible benefits that you can tailor to meet your needs. Whether you are focusing on your physical, financial, emotional, or social wellbeing, we’ve got you covered.Prioritization of your health and well-being including Medical, Dental, Vision, and Wellbeing Reimbursement Account that can be used on yourself or your eligible dependentsGenerous paid time off options including: Paid Time Off, Holiday Schedules, and Financial Planning Time OffPaid Parental Leave as well as an Adoption Assistance ProgramCompetitive 401k savings plan with company match and an additional contribution regardless of participationYou Can Be Who You AreWe are committed to a culture of diversity and inclusion that embraces the authenticity of all employees, partners and communities. We support all employees to thrive and achieve their fullest potential.What’s life like at Pacific Life? Visit Instagram.com/lifeatpacificlifeEEO Statement:Pacific Life Insurance Company is an Equal Opportunity /Affirmative Action Employer, M/F/D/V. If you are a qualified individual with a disability or a disabled veteran, you have the right to request an accommodation if you are unable or limited in your ability to use or access our career center as a result of your disability. To request an accommodation, contact a Human Resources Representative at Pacific Life Insurance Company.