Facilitator Senior (Life Company)

The Opportunity

Ready to make an impact? The USAA Life Company Learning & Development team is on the hunt for a Facilitator Senior 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.

What you'll do

• 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.
• Diagnostics learner performance problems, determines underlying causes and provides recommendations to improve performance.
• Maintains accountability for performance results and learning solution effectiveness.
• 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.
• Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.

Qualifications

• 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.

What sets you apart

• Current Life/Health license.
• Current FINRA Series 7.
• Current FINRA Series 63.
• 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.

What we offer

• Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. The salary range for this position is: $85,040 - $162,550.
• 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.