Launch and oversee learning programs that support all key business drivers: secured lending, new money, optional products, delinquency, and people.
Manage all aspects of field training for the key drivers, updates, and delivery across multiple channels (branch visits, virtual sessions, meetings).
Oversee day-to-day program tasks, milestones, and special projects.
Continuously assess and improve training programs for effectiveness and compliance.
Deliver instructor-led sessions (live and virtual) and facilitate large group discussions.
Develop and distribute communications related to all key drivers, initiatives and training.
Serve as the primary contact for assigned regions and program activities, updates, and issue resolution.
Build strong relationships with field leaders, management, and team members.
Collaborate with instructional design teams to create learner-centered, blended programs using emerging technologies.
Conduct annual reviews and updates of training materials.
Advise on new product development and training needs based on data analysis.
Monitor and analyze key metrics for product sales, distribution, and training effectiveness.
Develop targets and metrics to measure program success and report them to leadership.
Partner with Compliance and Audit teams to ensure adherence to sales policies and procedures.
Maintain necessary insurance licenses and support insurance companies/agencies.
Provide subject matter expertise and respond to network inquiries or complaints.

HS Diploma or GED equivalent
Ability to obtain insurance licensing within 6 months of start date
3+ years of experience in Financial Services
Proficiency with Field Reporting, Microsoft PowerPoint, Excel, Word, and Power BI
Deep understanding of branch business practices and ability to apply insights to training outcomes
Ability to travel up to 25% including overnight on occasion
Associate degree or equivalent business experience (preferred)
Experience with virtual and in-person training tools and technologies
Excellent verbal and written communication; comfortable presenting to large groups

Program Manager – Training

Key skills