Facilitator I - Mid Level (Life Company)

United Services Automobile Association (USAA)•Plano, TX

53d•Hybrid

About The Position

At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity Ready to make an impact? The USAA Life Company Learning & Development team is on the hunt for a Facilitator I who thrives on inspiring others and driving performance excellence. If you love blending sales savvy, exceptional service skills, and a passion for teaching and leadership, this is your chance to shine! In this role, you'll: Lead dynamic learning experiences that empower our member-contact employees to deliver world-class service and sales. Bring innovation to the classroom, using creative approaches and adult learning principles to make training stick. Collaborate with a team of trailblazers, shaping the future of learning at USAA Life Company. As a Facilitator I for Life Company, you'll facilitate and deliver training programs to attain learning objectives and meet learners' needs. Facilitate learning on a variety of subjects including complex technical acumen, customer service skills and USAA culture. Support facilitation of programs that foster employee growth. Facilitated learning can take place in person or via virtual environment. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: Tampa, FL or Plano, TX. Relocation assistance is not available for this position.

Requirements

Bachelor's degree OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree.
4 years facilitator/instructional experience to include business relevant training, teaching, coaching, training design, development, facilitation and/or learning deployment; or progressive operational experience with a concentration on teaching/training/coaching.
Excellent written and oral communication skills.
Demonstrated ability to lead and manage teams, facilitate training, and provide one-on-one coaching.
Proficient knowledge of Microsoft Office Products (Excel, Word, PowerPoint).
Knowledge of learning theories, adult learning principles and instructional design model.
Experience with Virtual Technology and ability to deliver training remotely.
Current FINRA Series 7 and/or attainment within 90 days of job entry.
Current Life/Health License and/or attainment within 90 days of job entry.

Nice To Haves

Current FINRA Series 7.
Current FINRA Series 63 and/or attainment within 90 days of job entry.
Current Life/Health license.
3+ years of facilitation experience in financial services, insurance, or related industries.
Sales & Service Acumen: Experience in consultative sales and delivering exceptional customer service in a regulated environment.
Life Insurance & Financial Services Knowledge: Understanding of life insurance products, annuities, and related concepts to connect training to business outcomes.
Facilitation Expertise: Proven ability to deliver engaging, interactive classroom and virtual sessions using adult learning principles.
Technology Proficiency: Skilled in virtual training platforms (WebEx, Zoom, MS Teams) and Learning Management Systems (LMS).
Coaching & Feedback Skills: Ability to assess learner performance and provide actionable feedback to improve results.

Responsibilities

Facilitates learning discussions, learning activities, coaching, and small group interactions.
Facilitates and instructs employees in multiple learning environments including classrooms, labs, and virtual capabilities.
Researches learner performance problems, determines underlying causes and provides feedback to improve performance.
Collaborates with peers, customers, management and Instructional Design and Development on business initiatives, development of curriculum and learning solutions.
Maintains business and learning skills/acumen through skills update and professional development.
Identifies needed course maintenance, makes recommendations for process improvements and completes course revisions as appropriate.
Maintains accountability for performance results and learning solution effectiveness.
May play role of Producer for virtual courses as a learning opportunity for courses not yet fully qualified to facilitate.
May provide support, including coordinating logistics, for other Facilitators.
Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.

Benefits

At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.
For more details on our outstanding benefits, visit our benefits page on USAAjobs.com.

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