Inspira Financial
Training Lead
🇺🇸 Remote - US
🕑 Full-Time
💰 $25 - $31 per Hour
💻 Learning & Development
🗓️ August 5th, 2025
Salesforce
Edtech.com's Summary
Inspira Financial is hiring a Training Lead to develop and manage comprehensive training programs for new hires and ongoing employee development. The role involves creating training materials, identifying training gaps, collaborating with management and the Training Department, and maintaining positive relationships with internal teams and vendor partners.
Highlights
- Develop and implement onboarding and ongoing training programs for client service teams
- Create and update job manuals, training materials, and internal procedures
- Identify training gaps and provide coaching and refresher training as needed
- Collaborate with the Training Department on training solutions and software testing
- Maintain professional client service standards and improve operational efficiencies
- Preferred 3-5 years of experience and a Bachelor's degree in Business, Communication, or related field
- Strong knowledge of trust accounting systems and proficiency with Microsoft Office suite
- Preferred experience with InContact and Salesforce/Service Cloud; CISP certification favored
- Bilingual language skills considered a plus
- Compensation ranges from $25.00/hr to $30.75/hr with additional incentive opportunities
Training Lead Full Description
Training Lead (Remote)
#25-1406
Oak Brook, Illinois, United States
Work Location Type
Home Based
Home Based
Join Us!
Take the next step in your journey at Inspira Financial. You will help businesses and individuals thrive today, tomorrow, and into retirement. Become part of a company that is people centric and client obsessed in every interaction; a community of forward-thinking individuals focused on driving results to deliver our mission with an unwavering commitment to integrity. Join us as we strengthen and simplify the health and wealth journey -- relentlessly pursuing better outcomes for all. 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? Here at Inspira Financial, we believe there is no "perfect" candidate and want to encourage applying even if all the requirements listed aren't met. Our goal is to build an authentic workplace by valuing diversity in our candidates. We work to ensure that our team reflects the diversity of the businesses and clients we serve. We are always looking to expand our growing team with dynamic and enthusiastic individuals. If you enjoy a collaborative, fun environment that champions career development, Inspira Financial is the place for you! We look forward to receiving your application! Check out this Inspira Financial video to learn more about our company!
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
This position is responsible for developing a training program for new hires / onboarding as well as ongoing training throughout the year. The Trainer position assists in the development, review, and updating of all internal policies, procedures, and desktop procedures. Through verbal and written communications, the individual in this position develops, strengthens, and maintains a positive relationship with our agents, team members and vendor partners. This role may also assist with answering calls on high call volume days. Lastly, the incumbent will work closely with the management team and the Training Department on refresher training and any training gaps.
Work closely with the Senior Director of the team in the training and development of the client service teams. Activities include, but are not limited to:
Train team members and identify training gaps and determine appropriate training solutions. Work directly with staff on any additional training and address any ongoing training/ coaching needed
Create job manuals/ aids and other training materials, ensuring they are up to date at all times
Work collaboratively with Training Department to create training and tools where needed to address training issues. This includes UAT testing/feedback prior to implementation
Design and testing of new product offerings and new software applications
Maintain a positive work atmosphere with the team and internal departments
Assist in developing, updating, reviewing, and testing internal Procedures and Desktop Procedures
Maintain a professional approach to client service, consistent with Inspira’s protocol and service levels
Recommend and implement ways to improve efficiencies
May facilitate meetings with partner areas or within Department
Ability to collaborate with Training department to design, develop and evaluate training programs and tools
Other duties as assigned.
Preferred Qualifications
- Years of Experience: 3-5 years of experience . Degree: Bachelor’s Degree in Business, Communication, or related field . Certification: CISP preferred . Skills & Abilities: Strong working knowledge of trust accounting system
- Energetic, client service focused individual
- Possesses strong written, verbal, time management, presentation, and communication skills
- Able to apply relationship building skills to internal and external clients
- Has strong computer aptitude; proficient in Microsoft suite of products
- Display timely and accurate judgement/decision making
- Strong problem-solving skills and ability to multi-task
- Is detail-oriented, organized, and dependable
- Strong analytical and innovative skills
- Ability to maintain the highest quality of service and professionalism
- Possess a positive attitude and be able to perform well in a collaborative team environment
- Understanding of effective teaching methodologies/tools and ability to adapt training to individual needs
- Willingness to keep abreast of new techniques in training solutions
- Ability to collaborate with Training department to design, develop and evaluate training programs and tools.
- Working knowledge of InContact and Salesforce/Service Cloud preferred
- Bilingual language skills a plus
Pay Range
$25.00/hr-$30.75/hr
$25.00/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.
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