Agent Sales Training and Development Associate

Knights of Columbus•New Haven, CT
•$58,500 - $99,500•Hybrid

About The Position

The Agent Sales Training and Development Associate assists with implementation, administration, coordination, and communication of in-house and online training for the field force. The role supports agent training and communications, develops and organizes training materials and schools, coordinates virtual training sessions and workshops, and helps track agents’ training, education, designations, and reimbursement activity. The position also supports Field Management and Agency programs and performs other duties as assigned. The role requires a high school diploma and four years of office experience, preferably in financial services. Training- and sales-environment experience are preferred. Authorization to work in the United States is required; the position is not eligible for visa sponsorship. The physical demands include remaining in a stationary position for a majority of the workday. The stated Connecticut wage range is $58,500–$99,500, with compensation dependent on factors such as skills, experience, training, licensure, certifications, and business needs.

Requirements

  • High school diploma.
  • Four years of office experience, preferably in financial services.
  • Ability to work independently and collaboratively on multiple projects.
  • Strong attention to detail.
  • Effective interpersonal skills.
  • Excellent oral and written communication skills.
  • Administrative and time-management skills.
  • Working knowledge of Microsoft Office, including Word, Excel, PowerPoint, Outlook, and SharePoint; SmartOffice/Dynamics; Ingenium; Kaplan; Agent Portal; KofC University; Survey Monkey; Kahoot; and Canva.
  • Authorization to work in the United States.

Nice To Haves

  • Experience in a training environment.
  • Experience in a sales environment.

Responsibilities

  • Provide administrative support for agent training, agent communications, training materials and supplies, diplomas, and tracking conference eligibility.
  • Assist with the content development and design of schools.
  • Manage calendar scheduling for virtual trainings and workshops.
  • Produce and co-host online trainings and events.
  • Create, administer, and maintain session feedback evaluation processes to drive continuous improvement.
  • Assist with LMS reporting, tracking, and support.
  • Assist with tracking agents’ educational records and professional designations.
  • Track and assist agents with educational reimbursements.
  • Assist with administrative activities for Field Management and Agency programs.
  • Perform other duties as assigned.

Benefits

  • 13 paid holidays per year, in addition to vacation and paid sick leave.
  • Flexible workweek schedules.
  • Certifications, designations, and tuition reimbursement.
  • 401(k) retirement savings plan with matching company contributions.
  • Cash balance retirement plans fully funded by the company.
  • Short-term disability and term life insurance fully paid for by the company.
  • Up to 12 weeks of childbirth leave under the short-term disability policy.
  • One week of fully paid parental leave for all new parents, including adoptive and foster parents.
  • A variety of health insurance options, including premium-level family coverage and a pre-tax Health Savings Account with employer contributions.
  • Long-term disability insurance.
  • Dental insurance.
  • Vision insurance.
  • Health club membership reimbursement.
  • Employee Assistance Program.
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