Learning Consultant

The Learning Consultant will be accountable for leading and facilitating the successful completion of learning and development for new hires, existing team members, and other organizational stakeholders. Primary support will be presenting, creating, and implementing new hire training, job enrichment training and targeted refresher training. Duties may include, but are not limited to, instructor-led training in a one-on-one or group setting, facilitating on-the-job training, coaching, mentoring, and technical training, as well as all required and targeted training initiatives in a classroom and/or virtual setting. 

The Learning Consultant will work closely with the entire leadership team to identify areas for improvement. Examples include; identifying training needs, optimizing Knowledge Management, enhancing processes, optimizing feedback loops, and developing curriculum. The Learning Consultant will have the authority to make independent decisions on what goes into training courses and curriculum.

Duties and Responsibilities:
 

 Instructor Led Training

• Design, develop and deliver training via traditional and virtual classroom methods, including; one-on-one sessions, job aids, learning technologies, participant/instructor guides and/or any combination thereof.

• Evaluate training effectiveness and make modifications as appropriate.

• Maintain knowledge of changes to products, task handling procedures, systems, and processes.

• Continuously looks for ways to enhance technical instructional delivery and presentations skills and effectiveness.

 Communication

• Collaborate with management and team to monitor and create action plans based on training results.

• Schedule/coordinate training classes in partnership with management team.

• Collaborate with team on projects and other assignments as needed.

Coaching/Mentoring

• Act as a Subject Matter Expert, Work Buddy and resource, guide, and advisor for new hires and existing team members.

• Present information in a comprehensive manner and utilize a variety of methods to facilitate learning.

• Maintain subject matter expertise by conferring with business partners to gain knowledge of work situations requiring further training, understand changes in policies, procedures, regulations, business initiatives, and technologies.

• Provide 1:1 coaching to learners and mentees as needed.

Content Creation

• Collaborate with team members across department to develop, review and/or deliver process documents and process change information.

• Develop, administer, and analyze questionnaires, surveys, practice exercises, and pre/post-assessments to assess the effectiveness of the training programs.

• Ensures the quality and consistency of course content.

• Regular, predictable attendance is required. Depending on a team member’s location, onsite attendance may be required during training sessions over and above the company’s current hybrid schedule.

Other Duties:

• Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee of this job. Duties, responsibilities, and activities may change at any time with or without notice.

• As necessary, they will work with Project Management and other departments in testing efforts, including but not limited to UAT, QT, etc.

Required Knowledge, Skills, Abilities and/or Related Experience

• Bachelor’s Degree or equivalent insurance related experience preferred.

• Minimum three (3) years of relevant industry experience based on departmental placement (see below).

  • Annuity Operations or insurance industry experience; Fixed and Indexed Annuities experience preferred.

• Minimum three (3) years running trainings sessions and developing learning programs preferred.

• Proven ability to manage different learning styles and interact with a diverse population.

• Ability to communicate clearly and effectively with various forms of communication.

• Excellent presentation skills.

• Understands different learning styles (e.g. how to provide needed information to individuals in a manner in which the content can be clearly understood by the individual and appropriate to job level and training needs). 

• Proven problem solving, decision-making and organizational skills are required.

• Ability to maintain appropriate levels of confidentiality required.

• Ability to adjust readily to multiple demands, shifting priorities, and rapid change.

• Experience with a learning management system preferred.

• Strong technological acumen, ability to learn and utilize multiple Knowledge Management and Learning Management systems.

• Proficient in the use of MS Office Programs (Word, Excel and Outlook).

• Travel may be required; up to 20% to accommodate training needs in other locations.

Work location may be flexible if approved by the Company.

What We Offer

At Reliance Matrix, we believe that fostering an inclusive culture allows us to realize more of our potential. And we can’t do this without our most important asset—you.

That is why we offer a competitive pay package and a range of benefits to help team members thrive in their financial, physical, and mental wellbeing.  

Our Benefits:

• An annual performance bonus for all team members
• Generous 401(k) company match that is immediately vested
• A choice of three medical plans (that include prescription drug coverage) to suit your unique needs.  For High Deductible Health Plan enrollees, a company contribution to your Health Savings Account
• Multiple options for dental and vision coverage
• Company provided Life & Disability Insurance to ensure financial protection when you need it most
• Family friendly benefits including Paid Parental Leave & Adoption Assistance 
• Hybrid work arrangements for eligible roles
• Tuition Reimbursement and Continuing Professional Education
• Paid Time Off – new hires start with at least 20 days of PTO per year in addition to nine company paid holidays.  As you grow with us, your PTO may increase based on your level within the company and years of service. 
• Volunteer days, community partnerships, and Employee Assistance Program
• Ability to connect with colleagues around the country through our Employee Resource Group program

Our Values:

• Integrity
• Empowerment
• Compassion
• Collaboration
• Fun

EEO Statement

Reliance Matrix is an equal opportunity employer. We adhere to a policy of making employment decisions without regard to race, color, religion, sex, national origin, citizenship, age or disability, or any other classification or characteristic protected by federal or state law or regulation. We assure you that your opportunity for employment depends solely on your qualifications.