Operations Training Facilitator

Pacific Life • Charlotte, NC

1d • $66,330 - $81,070

About The Position

Pacific Life is seeking a Training Facilitator for its Consumer Markets Division Operations Training Team, based in Newport Beach, Omaha, or Charlotte. The facilitator delivers engaging, role-based onboarding and classroom training to prepare Operations employees to perform Life and Annuity processes confidently. The role is part of a 10-person Operations Training and Documentation team and works closely with fellow facilitators, instructional designers, Documentation colleagues, Operations leaders, subject matter experts, and Technology partners.

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

• An existing FINRA Series 6 license.
• 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 necessary access and tools.
• Facilitate engaging virtual classroom training for a full Annuity or Life product line, adapting 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.
• Paid time off, holiday schedules, and Financial Planning Time Off.
• Paid parental leave and adoption assistance.
• 401(k) savings plan with company match and an additional contribution regardless of participation.
• Additional incentive pay may be available to most employees.

What This Job Offers

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