Annuity Training Specialist

The Annuity Training Specialist position is responsible for the development, editing and implementation of a training curriculum for the IMO and FI annuity channels. This position will develop courses using the best delivery system such as videos, e-learning, or micro-learning based on the material and the audience. In partnership with the AVP, Product & Sales Training and the Sr. Annuity Sales Trainer, this position will assess learning needs and prioritize training needs for optimal results with the goal being to facilitate our wholesaler-learner in acquiring sales skills.

This position reports to the AVP, Product & Sales Training. This position will interact with all levels of employees.

• Consult with Sr. Annuity Sales Trainer and the Annuity Channel Sales Leadership to align with sales training needs.
• Consult with subject matter experts in actuary, product design, and other functional areas as needed to get content for training modules.
• Create engaging elearning activities with a focus on independent learning.
• Conduct pre and post instructional research and analysis on learners;develop metrics to determine the effectiveness of the training with a goal to improve productivity and quality.
• Learn and act as a subject matter expert for ways to enhance the learning process, such as
• Work with the Sr. Annuity Sales Trainer to design and deliver a new wholesaler onboarding program.
• Partner with Sr. Annuity Sales Trainer to create PowerPoint decks for live facilitation sessions.
• Foster relationships with Compliance and own the Ad Review process for all sales training content.
• Partner with the Product Technical Writers, as needed, and Compliance to ensure training documentation meets compliance standards.
• Act as an additional facilitator, as needed.

• Bachelor’s degree, or equivalent work experience
• 3+ years of annuity sales experience; RILA and/or FIA sales experience is a plus
• Prior successful experience with annuity training, preferably in design and delivery
• State insurance license
• Series 6 and 63

• Knowledge of learning theories and instructional design models
• Prior lesson and curriculum planning knowledge
• Strong project management and organizational skills
• Strong communications skills (written/verbal), ability to deliver clear and convincing presentations on training curriculum
• Strong interpersonal skills to establish and maintain effective working relationships and the ability to model our core values: Collaborative, Authentic, Dynamic, Empowered and Inclusive
• Ability to collaborate with a demonstrated ability/credibility to influence broadly and challenge conventional thinking
• Experience using, or willingness to learn, training technology platforms (video editing, PPT deck creation, etc.)Must have the ability to understand and write effective text for a complex products
• Strong presentation skills
• Proficient plus with Microsoft Office Suite

• Perform other functions, duties and projects as assigned
• Regular and punctual attendance
• Some travel may be required (less than 10%)

F&G believes in an employee-centric flexible environment, which is why we offer the ability for in-office, hybrid and remote work arrangements. During the hiring process, you'll work with your leader to decide what works best for your role.

F&G complies with federal and state disability laws and makes reasonable accommodations for applicants and candidates with disabilities, unless such accommodation would cause an undue hardship for F&G. If reasonable accommodation is needed to participate in the job application or interview process, please contact talentacquisition@fglife.com.

Join our employee-centric hybrid work environment: F&G Careers

Since 1959, Fidelity & Guaranty Life Insurance Company (F&G) has offered annuity and life insurance products to those who are seeking security in retirement and protection during life’s unexpected events.

As a national Top Workplace1, an Iowa Top Workplace2 and a proud equal opportunity employer, F&G team members are empowered, collaborative, dynamic and authentic. We believe that by embracing these values, we will continue to build and strengthen the company while continuing to be a great place to work.

1Top Workplaces USA 2022 – 2023

2Des Moines Register Top Workplaces 2018 – 2022

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