Operations Training Facilitator

Pacific Life • Charlotte, NC

5d

About The Position

Pacific Life is seeking a Training Facilitator for its Consumer Markets Division (CMD) Operations Training Team, based in Newport Beach, California; Omaha, Nebraska; or Charlotte, North Carolina. The role delivers engaging, role-based onboarding and classroom training to help Operations employees become job-ready and confident in Life and Annuity processes. It is an existing position on a 10-person Operations Training and Documentation team, working alongside other Training Facilitators and Instructional Designers and in close coordination with Documentation colleagues, Operations leaders, subject matter experts, and Technology partners.

The facilitator coordinates new-hire onboarding, leads virtual classroom training for a full Annuity or Life product line, monitors learner progress, and maintains training schedules and records. The role also works with Instructional Designers to improve courses using participant feedback, post-training surveys, and audit data. A FINRA Series 6 registration is required within three months of hire to train licensed associates.

Requirements

• 2–3 years of Annuities or Life Operations experience, including demonstrated experience training peers.
• A four-year degree or an equivalent combination of work and experience.
• Comfort using Microsoft 365 tools, including Teams, PowerPoint, and OneNote, and learning management systems.
• Working knowledge of CMD Operations products, systems, and processes.
• Excellent communication, facilitation, and organizational skills; strong attention to detail; and the ability to develop clear, effective training materials.
• Ability to present to stakeholders at all levels and anticipate and overcome classroom challenges.
• Collaborative, coachable, growth-minded approach and commitment to delivering a superior customer service experience.
• FINRA Series 6 registration within three months of hire, required to train licensed associates.

Nice To Haves

• A FINRA Series 6 license already in hand.
• Experience across both Life and Annuity product lines or multiple Operations departments.
• Experience with e-learning or content development tools, or formal training credentials such as Train the Trainer or adult learning certifications.
• Experience mentoring or onboarding other trainers, or a track record of consistently positive learner feedback.

Responsibilities

• Coordinate new-hire onboarding for Production and Customer Service teams, liaising between Technology and Operations to ensure new hires have the required access and tools.
• Facilitate engaging virtual classroom training for a full Annuity or Life product line and adapt instruction to different adult learning needs.
• Assess learner progress and communicate trainee performance, attendance, and engagement to leaders and stakeholders.
• Maintain the training calendar and records, prepare materials, and confirm participant access before each class.
• Use participant feedback, post-training surveys, and audit data to update courses and address knowledge gaps in partnership with Instructional Designers.

Benefits

• Medical, dental, vision, and a Wellbeing Reimbursement Account for eligible employees or dependents.
• Paid Time Off, holiday schedules, and Financial Planning Time Off.
• Paid parental leave and an adoption assistance program.
• Competitive 401(k) savings plan with company match and an additional company contribution regardless of participation.
• Most employees are eligible for additional incentive pay.
• Flexible benefits that employees can tailor to their needs.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level