Training Coordinator

ExtensisHR • Houston, TX

2d

About The Position

The Training Coordinator supports day-to-day training and development operations, with an emphasis on first-year financial representatives. The role coordinates learning activities, facilitators, participants, materials, technology, facilities, communications, and follow-up to ensure training programs are organized, consistent, and professionally delivered.

The coordinator supports licensing and new financial representative readiness; coordinates FastTrack Basics, Sales School, FastTrack Forward, Network Office Days, and recurring Client Builder meetings; and maintains schedules, communications, materials, checklists, attendance information, reports, and follow-up items. The role also assists the Director of Training, Training Manager, and other training and development leaders as needed.

Requirements

• Associate degree required.
• One to two years of office, administrative, training-coordination, event-coordination, or related experience.
• Administrative support experience involving scheduling, logistics, communications, materials preparation, and computer applications.
• Demonstrated organizational, multitasking, prioritization, and time-management skills.
• Ability to maintain a high degree of confidentiality and work effectively with people at all organizational levels.
• Excellent written and verbal communication skills, strong attention to detail, and follow-through.
• Proficiency with Microsoft 365, including Outlook, Word, PowerPoint, Excel, and Teams.

Nice To Haves

• Bachelor's degree.
• Experience in financial services or working knowledge of insurance and investments.
• Experience coordinating onboarding, licensing, training, conferences, meetings, or employee-development programs.
• Experience supporting facilitators, instructors, presenters, or faculty in a learning environment.
• Familiarity with learning-management, registration, reporting, or virtual-meeting platforms.

Responsibilities

• Assist candidates throughout the licensing process.
• Support completion of Discovering Your Markets and the FastTrack Basics Kit.
• Send Pre-Basics Day communications to new financial representatives.
• Create or customize pre-Sales School checklists and complete related readiness tasks.
• Coordinate FastTrack Basics Day logistics, including room setup, meals, technology, facilitator schedules, and participant and facilitator materials.
• Coordinate FastTrack Sales School logistics, including instructor and student materials, faculty assignments, and faculty preparation.
• Attend and oversee all Sales School modules and facilitate select modules as assigned.
• Coordinate homework assignments, homework debriefs, graduation certificates, and graduation celebrations.
• Schedule and support post-program debrief meetings with management and complete follow-up actions.
• Coordinate FastTrack Forward logistics, including facilities, technology, faculty preparation, participant invitations, and pre-work distribution.
• Coordinate Network Office Days, including room reservations, setup, meals, technology, presenter scheduling and briefing, materials, invitations, and pre-work.
• Coordinate management debriefs following FastTrack Forward modules and Network Office Days and complete required follow-up tasks.
• Coordinate weekly and monthly Client Builder meetings, including room setup, meals, technology, facilitator coordination, reporting, and meeting materials.
• Maintain training schedules, participant communications, program materials, and logistical checklists.
• Assist the Director of Training, Training Manager, and other training and development leaders as needed.
• Deliver accurate, timely, and well-organized logistics for assigned training programs and meetings.
• Ensure facilitators, presenters, and participants receive schedules, materials, pre-work, and communications in advance.
• Maintain complete program checklists, attendance information, reports, and follow-up items.
• Create a consistent and professional participant experience across in-person and technology-enabled learning events.
• Identify logistical risks early, communicate issues promptly, and follow through on corrective actions.

Benefits

• Comprehensive medical coverage with employer contribution.
• Safe Harbor 401(k) with employer match.
• Annual discretionary bonus opportunity.
• Generous paid time off and holiday pay.
• Employer-paid life and disability insurance.
• Dynamic career growth opportunities.
• Employer-sponsored licensing, professional development, and education opportunities.
• Flexible work arrangements, where applicable.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Associate degree