How will your role impact First Command?
Perform as Primary Facilitator/Instructor for both initial and periodic training courseware for Advisors. The Associate Director, Training Delivery, will also design and develop effective multi-media training materials and support tools instrumental to positioning Advisors for service and sales success, as well as serve as a mobile, Field-deployable sales mentor and success coach for Advisors.
Position also involves assisting the Director, FFT Delivery as necessary in various training and delivery capacities.
What will you be doing?
- Provide primary facilitation, instruction and support for Fast Start Academy (FSA), Advanced Advisor Academy (A3), and Professional Development Course (PDC).
- Provide Director, FFT Delivery annual Training Delivery Plan to include FSA, A3, PDC, and any additional courses that might be necessary.
- Perform regular Field office visits to maintain sales/business process currency as well as to validate current Field Force Training (FFT) curricula and tools.
- Review and update the forms and literature that support the sales/business process.
- Update FFT program curricula and courseware for currency and efficacy to include incorporating feedback from Field Training Needs Assessments.
- Train facilitation skills to FFT department personnel in order to provide a redundant training delivery capability.
- Serve as FFT subject matter expert (SME) for Field-related projects, initiatives and software development and participate in related focus groups.
- Offer support to Home Office programs that require Advisor experience.
- Assist Director, FFT Delivery, with project management responsibilities and technology initiatives for improving training materials.
- Possess familiarity with a variety of the Field’s concepts, practices and procedures and rely on extensive experience and judgment to plan and accomplish goals.
Education
- Bachelor’s Degree (REQUIRED) in Finance or Financial Planning Specialization (PREFERED)
Work Experience
- 5 years relevant experience to include: Large Group Instruction, Training, Teaching and Financial Planning (2 years PREFERED)
- Successful First Command Financial Advisor (2 years PREFERED)
Certifications
- Current Series 6, 63* and 65 investment registrations. (REQUIRED)
- Current Life and Health Insurance licenses. (REQUIRED)
- Certified Financial Planner® (CFP) or Chartered Financial Consultant (CHFC) (PREFERED)
Knowledge, Skills and Abilities
- Must be self-motivated, results-oriented and able to execute duties superbly with minimal supervision. (REQUIRED)
- Must demonstrate robust leadership skills or possess strong leadership potential in a team environment capable of integrating diverse personalities, attitudes and ideas among facilitators, developers and support personnel. (REQUIRED)
- Must have superior interpersonal skills and be able to contribute effectively as a team member of Field Force Training. (REQUIRED)
- Must have superior written & oral communications skills as well as outstanding large audience (25-250) presentation skills. (REQUIRED)
- Must be able to simultaneously manage & prioritize multiple projects at various stages of completion. (REQUIRED)
- Must be highly-competent with respect to standard presentation, word processing, spreadsheet and web-conferencing computer software and equipment. (REQUIRED)
- Must be available to travel approximately 10% of the year for Field office visits (REQUIRED)
- Experienced in developing comprehensive financial plans. (PREFERED)
- Experienced in Long-Term Care, Disability and Property & Casualty Insurance. (PREFERED)
- Must be able to effectively design, produce, edit and review learning objectives and training curriculum in a financial services context. (PREFERED)
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