Training Manager

Role Overview

• Lead strategic learning initiatives that strengthen firm capabilities
• Build and deliver end‑to‑end training for Career Development Managers (CDMs), firm staff, and leaders
• Navigate and cultivate relationships with new and existing firms
• Ensure expeditious operational readiness
• Architect and execute learning strategies for ACL licensing & Firm New Business processing
• Own the end-to-end firm learning strategy, integrating onboarding and continuous improvement
• Measure and improve through field usage and feedback

Requirements

• 5+ years in insurance/financial services with direct experience in agent contracting & licensing and/or new business processing
• Demonstrated curriculum design and facilitation experience (virtual and in‑person)
• Strong process mapping, documentation, and SOP development skills
• Proficiency with learning tools (LMS, virtual facilitation platforms) and productivity apps (Excel/Sheets, PowerPoint/Slides)
• Data literacy—able to define metrics, build simple dashboards, and use insights to improve training impact
• Up to 50% travel within the U.S. for onsite training, firm onboarding, and key rollouts

Benefits

• Health insurance
• 401(k) matching
• Flexible work hours
• Paid time off
• Professional development opportunities