Financial Sales And Service Officer

Job Description Training Solutions Specialist (Financial Services) Join the insurance sector for our client and contribute to impactful learning solutions that support advisors and their teams. This opportunity offers a collaborative environment focused on innovation, continuous learning, professional development, and the ongoing improvement of training programs and materials. What is in it for you: ? Hourly salary of $20-25, based on experience. ? 3-month contract, covering a short-term disability leave. ? Hybrid schedule, 37.50 hours per week. ? Some travel may be required. Responsibilities: ? Develop, implement, update, and continuously improve training modules and materials for advisor programs. ? Create new and update existing job aids, training documentation, onboarding materials, and short educational videos. ? Write training content from scratch by gathering information and collaborating with subject matter experts. ? Translate technical information into clear, easy-to-understand content for adult learners. ? Conduct annual reviews of training materials to ensure content remains relevant and up to date. ? Collaborate with subject matter experts to ensure training content is accurate, relevant, and current. ? Monitor and evaluate the effectiveness of training initiatives and make data-driven recommendations for enhancements. ? Manage training event logistics, including scheduling, communications, and resource allocation. ? Stay abreast of trends and best practices in training and adult learning to incorporate innovative methods. ? Monitor the shared inbox for incoming requests and respond to inquiries in a timely manner. ? Assess training needs through surveys, interviews, or consultations with managers. ? Engage with cross-functional teams to integrate advisor training and development into broader organizational strategies. ? Manage multiple projects concurrently while adhering to established timelines, budgets, and performance standards. ? Engage with leadership and external partners to provide updates, gather feedback, and ensure alignment on business priorities. ? Support team members in preparing for in-person and virtual training initiatives. What you will need to succeed: Required qualifications ? Post-secondary education in Adult Learning, Education, Instructional Design, Educational Technology, Business Administration, or a related field. ? Relevant adult learning experience through education or practical experience. ? Strong Microsoft Office skills, particularly Word, PowerPoint, and Excel. ? Understanding of adult learning principles and the ability to simplify technical information. ? Demonstrated ability to develop and design training materials. ? Ability to gather information and translate technical concepts into clear content for adult learners. ? Excellent verbal and written communication skills. ? Ability to manage multiple projects simultaneously with strong attention to detail and accuracy. Preferred qualifications ? 1-2 years of relevant experience. ? Experience in training development in a corporate or advisory setting. ? Experience working with financial advisors, insurance adviso