1+ months

Senior Training Solutions Specialist - Insurance experience, CSG

Edward D. Jones & Co., L.P (HO)
Tempe, AZ 85281
At Edward Jones, we help clients achieve their serious, long-term financial goals by understanding their needs and implementing tailored solutions. To ensure a personal client experience, we have located our 14,000+ branch offices where our more than 7 million clients live and work.

A typical branch office has one financial advisor who meets with clients face-to-face and one branch office administrator who enhances the team's ability to build deep relationships with clients. Headquarters associates in St. Louis and Tempe provide support and expertise to help U.S. and Canada branch teams deliver an ideal client experience. Edward Jones currently has more branch offices than any other financial services firm, and we continue to grow to meet the needs of long-term individual investors.
The Client Strategies Group (CSG) at Edward Jones is focused on developing a profound understanding of prospective and current clients needs, in order to create an unparalleled experience. Leveraging these critical insights, we implement tailored solutions and enhance our products in ways that enable clients to achieve their financial goals.

From branding and communication to the actual stocks, bonds and mutual funds offered, your work will have a significant impact not only within the CSG division but firm-wide. Working in this collaborative and fast-paced environment, you will be challenged to bring fresh perspectives that allow us to continually exceed client expectations in an ever-evolving landscape.

The Senior Solutions Training Specialist (*Insurance*) is responsible for leading the firm's training strategy that will provide financial advisors and the branch team with the knowledge and skills to build and sustain a successful business. They will need to be able to present issues clearly, focus on desired results to recommend a solution and clearly communicate the training needs to business leaders and key stakeholders.

The Solutions Training Specialist must be able to work independently and collaboratively in order to achieve project and learning goals, bringing their extensive expertise to bear in making influential and impactful decisions that affect firm learning and training.

*Responsibilities of the Senior role: *
* Implement and ensure the effectiveness of the CSG contributions to FA, BOA and RBA training programs, in alignment with firm advice and guidance and in the context of a sound learning strategy.
* Leads the strategy, development and delivery of face-to-face, virtual, on-line and other modes of training to branch teams and home office associates on retirement and education topics within the context of applying Goals-Based Advice, client needs, product knowledge and firm advice.
* Lead the firm's efforts to evolve training from product based to Goals-Based Advice and further to Human Centered Complete Wealth Management.
* Lead initiatives* *and or teams cross departmentally, divisionally and in the field to meet client needs and deepen client relationships.
* Lead, support and participate in collaborating with and leveraging key internal relationships, departments, and divisions, to meet branch team and client needs.
* Is a subject matter expert in area of emphasis, potentially other areas, Edward Jones business model, philosophies and values.
* Provides feedback, coaching, training and guidance to other associates; shares knowledge to help develop others. May take a leadership role in the development of Interns, RDPs, new associates and Solutions Specialists I and II.
* Influences and guides stakeholders as to effective learning strategy, including training, communication and performance support.
* Uncovers issues and suggests and implements changes to procedures, processes and plans to increase operational efficiency and effectiveness.
* Actively contributes to the strategy of the department, area and division and can articulate and advocate for that work.
* Actively keeps abreast of the changing financial services landscape and recommends appropriate training that addresses any potential risks to the firm.

*Please note - this position will be based in Tempe, Arizona when we return to the office full time, tentatively planned for September 2021. *For this role, you may work from home often but must be located in the Tempe area. We are not open to someone working remote full time for this role.* *

*This position is for a Senior Training Specialist, but we are open to hire a Level II Specialist with a potential path to Senior in the future. If you meet some, but not all of the requirements, please apply to the role. *

*Your technical expertise will include:*
* Have technical proficiency in protection related products such as Life Insurance, Long Term Care, Disability Insurance & Hybrid plans.
* Must be proficient in insurance planning strategies such as LIRP, Permanent Insurance with Riders, Term, Buy/Sell, Key Person and Estate & Legacy strategies
* Being able to use technical knowledge of protection products and services while incorporating the firms Advice and Guidance into training is crucial to the role.

*Other requirements include: *
* Bachelor's degree
* Life and Disability Insurance Licenses
* Generally 7 years of experience in Insurance related to the financial industry.
* Presentation or Trainer experience preferred. This position will present regularly to groups of up to 200 across all modalities (web-ex, in-person, etc.).
* Ability to deliver training across multiple modalities (Face-to-face, virtual, online) and across all production levels of branch teams.
* Series 7, Series 66 licenses required or must be obtained within 12 months of hire.
* Able to apply knowledge of Edward Jones business model, philosophies and values.
* Demonstrates personal initiative, strong interpersonal and advanced project management skills.
* Strong written and verbal communication skills are essential including the ability to interact with general partners and other leaders of the firm.
* Broad understanding of Edward Jones structure and the support provided by the home office.

* FORTUNE 2020 Edward Jones was named No. 7 on the 2020 FORTUNE 100 Best Companies to Work For list.
* From FORTUNE 2020 FORTUNE Media IP Limited. All rights reserved. Used under license. FORTUNE and FORTUNE 100 Best Companies to Work For are registered trademarks of Fortune Media IP Limited and are used under license. FORTUNE and Fortune Media IP Limited are not affiliated with, and do not endorse products or services of, Edward Jones Investments.

* Edward Jones Ranked No. 6 of the 100 best workplaces for millennials by Great Place to Work and FORTUNE Magazine.
* 2020 Corporate Equality Index Edward Jones joins the ranks of 680 major U.S businesses that received top marks in the HRC Foundations 18th Annual Scorecard on LBGTQ Workplace Equality
* Edward Jones named a top company for training, ranking No. 25 on Training magazine's 2020 Training Top 125 list the highest ranking among the financial-services industry!
* Financial services firm Edward Jones has been named one of the 2019 Best Workplaces for Parents by Great Place to Work and FORTUNE magazine. The firm ranked No. 5 on the list of 50 companies, up two spots from last year.
* The Best Workplaces for Parents list is one of a series of rankings by Great Place to Work and FORTUNE based on employee feedback from Great Place to Work-Certified organizations. Edward Jones ranked No. 7 on the FORTUNE 100 Best Companies to Work for in 2019 list, the firms 20th appearance on the list. The firm also was ranked the No. 1 Best Workplace in Financial Services & Insurance and the No. 6 Best Workplace for Millennials by Great Place to Work and FORTUNE.

Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being. [Visit our career site](https://careers.edwardjones.com/compensation-and-values/) to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing. The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate:


Posted: 2021-06-21 Expires: 2022-01-02

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Senior Training Solutions Specialist - Insurance experience, CSG

Edward D. Jones & Co., L.P (HO)
Tempe, AZ 85281

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