7 часов назад
Training & Engagement Specialist (Insurtech)
Вакансия из Hirify Global, списка международных tech-компанийДля мэтча и отклика нужен Plus
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Training & Engagement Specialist (Insurtech): Coordinating advisor and staff training resources and facilitating in-person and virtual events across an insurance and wealth distribution network with an accent on onboarding, resource access, and organizational engagement. Focus on curating learning programs, coordinating speakers and event logistics, and aligning training initiatives with Operations, Compliance, Marketing, and Field Leadership.
Location: Bedminster, New Jersey, United States
Company
is an independent distributor of life, health, and wealth insurance products with a strong insurtech focus, supporting independent agents and their clients nationwide.
What you will do
- Coordinate advisor and staff training resources across custodians and key vendor partners.
- Create and distribute training materials, maintain a resource repository, and communicate relevant learning opportunities.
- Support onboarding and orientation for newly affiliated advisors and their teams, including introductions to systems, tools, and training resources.
- Plan and facilitate advisor summits, regional meetings, internal meetings, offsites, webinars, and town halls.
- Coordinate event logistics, agendas, speakers, communications, promotional materials, and follow-up with Marketing.
- Gather feedback and recommend improvements to training awareness and engagement strategies.
Requirements
- 3–6 years of experience in training, learning and development, advisor support, or event coordination.
- Financial services experience is strongly preferred; experience with advisors or client-facing teams is highly desirable.
- Strong communication skills and the ability to explain resources clearly and concisely.
- Strong organization, attention to detail, process orientation, and ability to manage multiple priorities.
- Comfort facilitating meetings and webinars, with a collaborative, service-oriented, and relationship-driven approach.
Nice to have
- Familiarity with custodians, CRM systems, or wealth management technology.
Culture & Benefits
- Family-like environment with a people-first culture.
- Professional growth opportunities within a hyper-growth company.
- Competitive compensation package and benefits for employees and their families.
- Work supporting independent agents serving clients nationwide.
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