Facilitator Lead (Life Company)

Why USAA?

At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.

Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful.

The Opportunity

Ready to make an impact? The USAA Life Company Learning & Development team is on the hunt for a Facilitator Lead who thrives on inspiring others and driving performance excellence. If you love blending sales savvy, exceptional service skills, and a passion for teaching and leadership, this is your chance to shine!

In this role, you’ll:

• Lead dynamic learning experiences that empower our member-contact employees to deliver world-class service and sales.

• Bring innovation to the classroom, using creative approaches and adult learning principles to make training stick.

• Collaborate with a team of trailblazers, shaping the future of learning at USAA Life Company.

As a Facilitator Lead for Life Company, you will facilitate and deliver training programs to attain learning objectives and meet learners' needs. Facilitate learning for the most advanced curriculums or audiences on a variety of subjects including complex technical acumen, customer service skills and USAA culture. Support facilitation of programs that foster employee growth. Facilitated learning can take place in person or via virtual environment.

We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in the of the following location: Plano, TX.

Relocation assistance is not available for this position.

What you'll do:

• Facilitates learning discussions, learning activities, coaching, and small group interactions.

• Manages and instructs employees in multiple learning environments including classrooms, labs, and virtual capabilities to include the most advanced curriculums and audiences.

• Proactively coaches, mentors and provides development opportunities for other facilitators.

• Supports the planning, design, development, implementation and evaluation of complex learning programs.

• Diagnoses learner performance problems, determines underlying causes and provides recommendations to improve performance.

• Oversees performance results and learning solution effectiveness.

• Provides expert knowledge in the development, implementation and assessment of curriculum.

• Anticipates future learning requirements to support changing business needs.

• Leads peers, customers, management and Instructional Design and Development on business initiatives, development of curriculum and learning solutions.

• Maintains business and learning skills/acumen through skills update and professional development.

• Evaluates and improves learning programs and processes to include needed course maintenance and revisions as appropriate.

• Maintains accountability for performance results and learning solution effectiveness.

• Observes and gives feedback periodically to other instructors ensuring quality of facilitation. 

• Provides training and qualifies facilitators to ensure they can deliver on objectives and comply with laws and regulations associated with the delivery of courses.

• Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.

What you have:

• Bachelor’s degree OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree.

• 8 years facilitator/instructional experience to include business relevant training, teaching, coaching, training design, development, facilitation and/or deployment.

• Excellent written and oral communication skills.

• Demonstrated ability to lead and manage teams, facilitate training, and provide one-on-one coaching.

• Advanced knowledge of Microsoft Office Products (Excel, Word, PowerPoint).

• Knowledge of learning theories, adult learning principles and instructional design model.

• Lesson and curriculum planning skills with the ability to work with SMEs to identify audience’s training needs, learning objectives and content gaps.

• Ability to apply a variety of instructional techniques such as role playing, simulations, team exercises, group discussions, videos, or lectures to real-world situations and debrief activities to arrive at learning outcomes.

• Comprehensive facilitation, active engagement, and presentation skills.

• Experience with evaluating impact of training and making adjustments to continuously improve quality of sessions.

• Experience with Virtual Technology and ability to deliver training remotely.

• Current FINRA Series 7 and/or attainment within 90 days of job entry.

• Current Life/Health License and/or attainment within 90 days of job entry.

What sets you apart:

• Current FINRA Series 7.

• Current FINRA Series 63 and/or attainment within 90 days of job entry.

• Current Life/Health license.

• 3+ years of facilitation experience in financial services, insurance, or related industries.

• Sales & Service Acumen: Experience in consultative sales and delivering exceptional customer service in a regulated environment.

• Life Insurance & Financial Services Knowledge: Understanding of life insurance products, annuities, and related concepts to connect training to business outcomes.

• Facilitation Expertise: Proven ability to deliver engaging, interactive classroom and virtual sessions using adult learning principles.

• Technology Proficiency: Skilled in virtual training platforms (WebEx, Zoom, MS Teams) and Learning Management Systems (LMS).

• Coaching & Feedback Skills: Ability to assess learner performance and provide actionable feedback to improve results.

Compensation range: The salary range for this position is: $121,130 - $218,030.

USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.).

Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.

Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.

The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.

Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.

For more details on our outstanding benefits, visit our benefits page on USAAjobs.com.

Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.

USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.