Ops Training Specialist: Onboarding & Learning

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

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.