Edtech.com's Summary

Inspira Financial is hiring a Retirement & Wealth Training Lead to deliver impactful training experiences and develop comprehensive learning programs. The role involves designing and facilitating learner-centered sessions, conducting needs assessments, collaborating with stakeholders, and promoting a culture of continuous learning aligned with business goals.

Highlights

Lead the design and delivery of onboarding, upskilling, and refresher training programs using adult learning principles.
Create training materials including guides, decks, videos, and eLearning content with instructional design best practices.
Conduct performance analysis and needs assessments to identify skill gaps and recommend targeted interventions.
Maintain training documentation such as SOPs, job aids, and process maps with version control.
Collaborate on user acceptance testing, tool rollouts, and process changes by providing feedback and just-in-time training.
Evaluate training effectiveness through feedback, assessments, and KPIs, and continuously improve programs.
Mentor facilitators and model best practices in engagement and delivery.
Assist operations during high-volume periods and integrate real-time insights into training updates.
Proficient with Microsoft Office, Articulate Rise/Storyline, Camtasia, Canva; preferred knowledge of Salesforce, Service Cloud, and InContact.
Requires bachelor’s degree preferred, 3-5 years of training or instructional design experience, and strong facilitation and communication skills.
Compensation ranges from $25.25 to $30.75 per hour with additional incentive opportunities and a comprehensive benefits package.

Retirement & Wealth - Training Lead Full Description

Retirement & Wealth - Training Lead (Remote)
Oak Brook, Illinois, United States

Work Location Type
Home Based

Join Us!
Take the next step in your journey at Inspira Financial. Guided by our mission to enable better health and greater wealth, we help businesses and individuals thrive today, tomorrow, and into retirement by strengthening and simplifying the health and wealth journey.

Our values shape how we show up every day. We Lead with Heart by acting with compassion, empathy, and doing what's right; Cultivate Trust through integrity, transparency, and accountability; Aim Higher by never settling for what's expected and continually raising the standard; and Win Together by collaborating inclusively to achieve the best outcomes.

Join us on our journey as we work together to take on the complex and the everyday--turning collective effort into life‑changing impact that enriches lives and helps build a better future. Learn more at inspirafinancial.com.

We believe in finding the best talent! While some roles are based at one of our office locations, remote roles can sit in any of the following states: AL, AZ, FL, GA, IA, IL, IN, MI, MN, MO, NC, NE, PA, SC, TN, TX, UT, VA and WV. Remote status and role locations are subject to change. Relocation is not provided.

Employees within a 90-minute radius of our Oak Brook, IL headquarters are required to adhere to the company in-office work guidelines of 4 days per month minimum from 10 am to 2 pm (1 of the 4 days must be a Monday or Friday). This requirement does not apply to support specialist positions.

Don't meet every single requirement? That's okay. At Inspira Financial, we know growth comes from people who are willing to learn, challenge themselves, and aim higher. We value individuals who lead with heart, cultivate trust, and collaborate to win together. If you're energized by meaningful work, continuous development, and being part of a team that turns collective effort into real impact, Inspira Financial could be the right next step in your journey. We look forward to receiving your application.

Inspira Financial provides health, wealth, retirement, and benefits solutions that strengthen and simplify the health and wealth journey. With more than 7 million clients, representing over $62 billion in assets, Inspira works with thousands of employers, plan sponsors, recordkeepers, TPAs, and other institutional partners -- helping the people they care about plan, save, and invest for a brighter future. Inspira relentlessly pursues better outcomes for all with our automatic rollover services, health savings accounts, emergency savings funds, custody services, and more. Learn more at inspirafinancial.com.

We have been recognized for our remarkable growth on lists such as Crain's Fast 50 and Inc. 5000, and for our outstanding workplace culture and benefits with Built In's 2025 Best Places to Work and Gallagher's 2022 Best-In-Class Employer awards.

Job Summary & Responsibilities
The Training Lead is a strategic learning partner responsible for delivering high-impact training experiences and developing best-in-class learning programs. This role combines expert facilitation skills with strong instructional design capabilities to support new hire onboarding, continuous development, and performance improvement across teams. This role leads the design and delivery of learner-centered programs aligned to business objectives, using data-driven insights and proven learning methodologies. They also collaborate with cross-functional stakeholders to identify skill gaps, recommend targeted interventions, and help drive operational excellence.

Deliver engaging, inclusive training sessions across onboarding, upskilling, and refresher programs using best practices in adult learning and facilitation.
Design and develop training materials (e.g., guides, decks, videos, eLearning) using structured to enhance knowledge retention and application.
Conduct needs assessments and performance analysis in collaboration with leaders to identify gaps and recommend targeted training solutions.
Maintain and update all training documentation, including SOPs, job aids, and process maps, ensuring accessibility and version control.
Collaborate with internal teams on UAT testing, tool rollouts, and process changes by providing feedback and enabling just-in-time training.
Evaluate training effectiveness using feedback, assessments, and key performance indicators; iterate programs based on learner and business input.
Mentor facilitators and model best practices in training delivery and learner engagement.
Support operations during high-volume periods by assisting with escalated calls and integrating real-time insights into training improvements.
Promote a culture of learning that is inclusive, performance-focused, and aligned with company values.
Contribute to other strategic initiatives and department-wide projects as assigned.

Preferred Qualifications
Education & Experience

Bachelor’s degree in Instructional Design, Education, Business, or related field preferred
3–5 years of experience in training, instructional design, or learning and development.
Professional certification in instructional design or training (e.g., CISP) preferred.

Skills & Abilities

Facilitation & Communication

Exceptional facilitation skills with the ability to lead dynamic, learner-centered sessions across in-person, virtual, and hybrid environments.
Clear, engaging communicator with strong verbal and written communication skills.

Instructional Design & Learning Science

Deep understanding of adult learning theory, instructional frameworks (ADDIE, Bloom’s), and learner engagement strategies.
Demonstrated experience designing inclusive, effective learning content.

Client Service & Relationship Management

Builds trust and rapport with internal and external stakeholders.
Maintains professionalism and a client-focused mindset in all interactions.

Critical Thinking & Problem Solving

Applies sound judgment, analytical thinking, and creative solutions to training challenges.
Manages competing priorities in fast-paced environments.

Organization & Reliability

Highly organized, dependable, and detail-oriented with excellent time management skills.
Follows through on commitments and adapts well under pressure.

Technical Proficiency

Proficient in Microsoft Office Suite (Excel, PowerPoint, Outlook, etc.).
Skilled in content creation tools such as Articulate Rise/Storyline, Camtasia, and Canva.
Working knowledge of Salesforce, Service Cloud, and InContact preferred.

Collaboration & Teamwork

Contributes to a positive, high-performing team culture.
Mentors peers and supports knowledge sharing across teams.

Continuous Learning & Innovation

Proactively explores new training methods, technologies, and tools to enhance learning experiences.
Demonstrates adaptability in evolving training environments.

Industry & Platform Knowledge

Familiarity with trust accounting systems is a plus.
Bilingual language proficiency preferred.

Additional Requirements

Primarily computer-based role; may require extended periods of screen time.
Occasional lifting of training materials up to 25 lbs.
Flexibility to work overtime during program launches or peak periods.

Pay Range
$25.25/hr-$30.75/hr

Compensation & Benefits
The compensation for this position will vary depending on factors such as your location, skills and experience. The compensation package may also include incentive and bonus opportunities.

Inspira provides industry-leading benefits including, but not limited to: healthcare, 401K savings plan, company holidays, paid time off, parental leave and an employee assistance program.

Original Job Description

Retirement & Wealth - Training Lead (Remote)
Oak Brook, Illinois, United States

Work Location Type
Home Based

Deliver engaging, inclusive training sessions across onboarding, upskilling, and refresher programs using best practices in adult learning and facilitation.
Design and develop training materials (e.g., guides, decks, videos, eLearning) using structured to enhance knowledge retention and application.
Conduct needs assessments and performance analysis in collaboration with leaders to identify gaps and recommend targeted training solutions.
Maintain and update all training documentation, including SOPs, job aids, and process maps, ensuring accessibility and version control.
Collaborate with internal teams on UAT testing, tool rollouts, and process changes by providing feedback and enabling just-in-time training.
Evaluate training effectiveness using feedback, assessments, and key performance indicators; iterate programs based on learner and business input.
Mentor facilitators and model best practices in training delivery and learner engagement.
Support operations during high-volume periods by assisting with escalated calls and integrating real-time insights into training improvements.
Promote a culture of learning that is inclusive, performance-focused, and aligned with company values.
Contribute to other strategic initiatives and department-wide projects as assigned.

Preferred Qualifications
Education & Experience

Bachelor’s degree in Instructional Design, Education, Business, or related field preferred
3–5 years of experience in training, instructional design, or learning and development.
Professional certification in instructional design or training (e.g., CISP) preferred.

Skills & Abilities

Facilitation & Communication

Exceptional facilitation skills with the ability to lead dynamic, learner-centered sessions across in-person, virtual, and hybrid environments.
Clear, engaging communicator with strong verbal and written communication skills.

Instructional Design & Learning Science

Deep understanding of adult learning theory, instructional frameworks (ADDIE, Bloom’s), and learner engagement strategies.
Demonstrated experience designing inclusive, effective learning content.

Client Service & Relationship Management

Builds trust and rapport with internal and external stakeholders.
Maintains professionalism and a client-focused mindset in all interactions.

Critical Thinking & Problem Solving

Applies sound judgment, analytical thinking, and creative solutions to training challenges.
Manages competing priorities in fast-paced environments.

Organization & Reliability

Highly organized, dependable, and detail-oriented with excellent time management skills.
Follows through on commitments and adapts well under pressure.

Technical Proficiency

Proficient in Microsoft Office Suite (Excel, PowerPoint, Outlook, etc.).
Skilled in content creation tools such as Articulate Rise/Storyline, Camtasia, and Canva.
Working knowledge of Salesforce, Service Cloud, and InContact preferred.

Collaboration & Teamwork

Contributes to a positive, high-performing team culture.
Mentors peers and supports knowledge sharing across teams.

Continuous Learning & Innovation

Proactively explores new training methods, technologies, and tools to enhance learning experiences.
Demonstrates adaptability in evolving training environments.

Industry & Platform Knowledge

Familiarity with trust accounting systems is a plus.
Bilingual language proficiency preferred.

Additional Requirements

Primarily computer-based role; may require extended periods of screen time.
Occasional lifting of training materials up to 25 lbs.
Flexibility to work overtime during program launches or peak periods.

Pay Range
$25.25/hr-$30.75/hr

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Retirement & Wealth - Training Lead

Edtech.com's Summary

Retirement & Wealth - Training Lead Full Description

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