Experior Financial Group
Director of Training and Development
🇺🇸 Remote - US
🕑 Full-Time
💰 $125K - $150K
💻 Learning & Development
🗓️ July 15th, 2025
Edtech.com's Summary
- Lead design and delivery of onboarding and advanced training programs for agents.
- Develop multimedia resources such as podcasts and webinars to support agent success.
- Ensure training aligns with FTC, regulatory, and carrier-specific standards through collaboration with Compliance and other departments.
- Manage and mentor the Training and Development team, providing leadership and performance feedback.
- Proficiency required in learning management systems, webinar platforms, and content creation tools.
- Minimum 5 years in training or curriculum design, with at least 3 years in a leadership role.
- Preferred experience in insurance or financial services industry and strong knowledge of FTC compliance.
- Competitive salary range of $125,000 to $150,000 annually.
- Must be authorized to work in the USA and able to travel internationally as needed.
- Offers paid vacation, comprehensive benefits, flexible work options, tuition reimbursement, and career development opportunities.
Director of Training and Development Full Description
Director of Training and Development
"Building financial foundations for families to empower them today and leave a legacy for tomorrow."
- Develop onboarding training curriculum for newly licensed agents.
- Design training programs focused on agent growth, sales strategies, and business development.
- Build and facilitate engaging, workshop-style training experiences.
- Enhance and modernize existing training content and delivery methods.
- Collaborate with the Compliance team to align training with FTC, suitability, and regulatory standards.
- Identify and deploy carrier-specific training initiatives.
- Create multimedia resources including a podcast and webinar series focused on the pillars of agent success.
- Build a content library of repeatable, on-demand training assets.
- Develop resources around financial literacy and sales tools to support agents.
- Present training and sales strategies both online and in-person.
- Continuously seek process improvements and strategic innovations in training delivery.
- Partner with Marketing, Legal, Compliance, and other departments to align training with organizational goals.
- Provide timely departmental updates to senior leadership and maintain visibility on team performance.
- Lead and coach the Training and Development team, offering support, mentorship, and performance feedback.
- Conduct department meetings to set priorities and provide updates.
- Perform additional duties as assigned by company leadership.
- Minimum of 5 years of experience in training, curriculum design, or learning and development.
- 3+ years in a leadership or management role within a training or development-focused department.
- Experience in the insurance or financial services industry is strongly preferred.
- Deep understanding of FTC compliance and regulatory training requirements.
- Proven ability to design and deliver both virtual and in-person training.
- Strong communication, presentation, and facilitation skills.
- Creative and resourceful approach to content creation and adult learning strategies.
- Experience managing and mentoring a team.
- Highly organized, self-motivated, and able to handle multiple priorities.
- Proficiency with learning management systems, webinar platforms, and content creation tools.
- Must reside and be authorized to work in the USA.
- Valid passport and ability to travel internationally as required.
- Work-life balance with paid vacation and sick days
- Competitive compensation
- Comprehensive medical, dental, and vision benefits
- Flexible work options: on-site, hybrid, and remote
- Career growth and development opportunities
- Diverse teamwork environment
- Straight day shifts with no weekends
- Company events and celebrations
- Tuition reimbursement
- Company-provided equipment
The compensation range reflects a data-driven estimate of starting base pay for full-time employment. Individual pay may vary based on geographic location, job-related skills, knowledge, experience, education, etc.
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