Job Description
The Training Coordinator plays a pivotal role within the network office, serving as a key link between the onboarding experience and the ongoing development of financial representatives, support staff, and network office employees. This position helps create a seamless transition from recruitment and onboarding into formal training and professional development programs, ensuring individuals are engaged, informed, and prepared for success from day one.
The Training Coordinator is responsible for supporting education, development, and retention of talent across the network office by coordinating training initiatives, facilitating learning opportunities, and executing development strategies that align with organizational goals. Working closely with network office leadership, district office leaders, mentors, and home office partners, this individual helps identify developmental needs, implement training programs, monitor participant progress, and evaluate program effectiveness. The role serves as a central point of coordination for training communications, scheduling, reporting, compliance, and learning administration while fostering a culture of continuous learning and professional growth. Through strong collaboration, organization, and follow-through, the Training Coordinator helps ensure a consistent, high-quality training experience that supports individual development and business success.
Key Responsibilities
• Coordinate and communicate training schedules, program details, and logistics to candidates, financial representatives, and staff.
• Manage and distribute training calendar invitations and ensure timely, accurate training-related communications.
• Create, maintain, and proactively communicate annual training calendars for network and district office training programs.
• Partner with network office leadership to assess developmental needs and support the implementation of training and development strategies across the organization.
• Execute the company’s training strategy for non-leadership roles within the network office and support achievement of shared training and production goals.
• Assist candidates through training requirements associated with the contracting process and onboarding experience.
• Coordinate and support Basics Day, including participant logistics, materials, facilitator coordination, reporting, and issue resolution.
• Coordinate, administer, and support training programs such as Fastrack Sales School, Fastrack Forward, Client Builder, mentoring initiatives, and other development programs; facilitate sessions as needed.
• Partner with leadership, mentors, and coaches to monitor participant progress, training completion, development plans, and key performance metrics.
• Champion and promote development opportunities including mentoring programs, coaching initiatives, Board of Review activities, and other key training venues.
• Track training attendance, participation, and completion while maintaining accurate training records and documentation.
• Prepare and distribute pre-training and post-training reports, participant metrics, and program results to leadership and key stakeholders.
• Manage learning management systems, course assignments, and training records to support compliance, regulatory requirements, and reporting needs.
• Coordinate third-party training administration and delivery as needed.
• Serve as a liaison between candidates, financial representatives, leadership teams, district offices, and home office partners to ensure a seamless and effective training experience.
• Participate in home office training meetings, communities of practice, and professional development opportunities while sharing best practices with peers.
• Identify opportunities to improve training processes, participant engagement, program effectiveness, and overall learning outcomes.
• Provide administrative and operational support for training and development programs across the network office.
Qualifications:
• Associate degree require; bachelor’s degree preferred.
• One- to two-years of office experience required.
• Administrative support experience including scheduling, logistics, and computer skills.
• Experience in financial services industry or knowledge of insurance and investments.
• Demonstrated organizational skills, multitasking abilities, and time management skills.
• Maintain a high degree of confidentiality and work effectively with people at all levels.
• Excellent oral and written communication skills.
Benefits:
• Salary plus bonus
• Benefits include medical, dental, 401K
• Paid time off
• Office parking included as this is an in-office role
