Facilitator Senior (Life Company)

USAATampa, FL
$85,040 - $162,550Hybrid

About The Position

The USAA Life Company Learning & Development team is seeking a Facilitator Senior who thrives on inspiring others and driving performance excellence. This role blends sales savvy, exceptional service skills, and a passion for teaching and leadership. In this role, you will lead dynamic learning experiences that empower member-contact employees to deliver world-class service and sales, bring innovation to the classroom using creative approaches and adult learning principles, and collaborate with a team shaping the future of learning at USAA Life Company. As a Facilitator Senior for Life Company, you will facilitate and deliver training programs to attain learning objectives and meet learners' needs. You will facilitate learning on a variety of subjects including complex technical acumen, customer service skills and USAA culture, and 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 will be based in San Antonio, TX, Plano, TX, Phoenix, AZ or Tampa, FL.

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.
  • 6 years facilitator/instructional experience to include business relevant training, teaching, coaching, training design, development, facilitation and/or deployment.
  • Excellent written and oral communication skills.
  • Demonstrated ability to lead and manage teams, facilitate training, and provide one-on-one coaching.
  • Advanced knowledge of Microsoft Office Products (Excel, Word, PowerPoint).
  • Knowledge of learning theories, adult learning principles and instructional design model.
  • Lesson and curriculum planning skills with the ability to work with SMEs to identify audience’s training needs, learning objectives and content gaps.
  • Ability to apply a variety of instructional techniques such as role playing, simulations, team exercises, group discussions, videos, or lectures to real-world situations and debrief activities to arrive at learning outcomes.
  • 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 Life/Health license.
  • Current FINRA Series 7.
  • Current FINRA Series 63.
  • 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.
  • Manages and instructs employees in multiple learning environments including classrooms, labs, and virtual capabilities.
  • Proactively coaches, mentors and provides development opportunities for other facilitators.
  • Diagnoses learner performance problems, determines underlying causes and provides recommendations to improve performance.
  • Maintains accountability for performance results and learning solution effectiveness.
  • Observes instructors and provides feedback to improve facilitation effectiveness instructors ensuring quality of facilitation.
  • Serves as a subject matter expert in the development, implementation and assessment of curriculum.
  • 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.
  • Provides training and qualifies facilitators to ensure they can deliver on objectives and comply with laws and regulations associated with the delivery of courses.
  • Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.

Benefits

  • Comprehensive medical, dental and vision plans
  • 401(k)
  • Pension
  • Life insurance
  • Parental benefits
  • Adoption assistance
  • Paid time off program with paid holidays
  • 16 paid volunteer hours
  • Various wellness programs
  • Career path planning
  • Continuing education
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