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Job Details
Training Program Manager
Company: Western & Southern Financial Group
Job ID #: 3726
Location: Cincinnati, OH
Functional Area: Insurance
Department: Fld Human Res & Adm
Position Type: Full-Time Regular
Education Required: Not Indicated
Experience Required: Not Indicated
Relocation Provided:



Western & Southern has an immediate opening for a Training Program Manager.

Summary of Responsibilities:
Project manages the design and development process, implements the test and pilot phases for new and updated field training programs, based on identification of strategic organizational needs, in accordance with adult learning principles and best practices, and within project budget and timelines.  Partners with and coordinates resources from the Home Office, field and external, in support of training project plans.  Partners with the Director of Field Training and Development and others in Agency or W&SFG Enterprise at large to integrate the identification and development functions.  Works with minimal supervision and is responsible for making an established range of decisions, escalating to manager when necessary and updating manager on a regular basis.



Position Responsibilities:
• Creates project plans to design, test and roll out new and updated training programs for the field that address strategic business needs and meet professional and legal standards.  
• Effectively leads the evaluation and feasibility of proposed projects by reviewing and evaluating the value to the company, resources required and cost versus benefit.
• Applies WSL standard project management methodology to manage the new training program development and implementation and project teams.  Develops plans for presentation to the agency executives and manages implementation of approved plans within specific constraints.  These plans should include risk analysis and contingency plans, cost management, scope management and schedule.
• Identifies key areas of delay or impasse, develops recommendations and negotiates solutions with the Director, Field Training and Development, the implementation team and the executive sponsor.
• Leads project teams in designing, testing, piloting and rolling out phases of new programs and updates of programs, including instructor-led, virtual/electronic and self-study programs.
• Identifies key areas of delay or impasse, develops recommendations and negotiates solutions with the Director, Field Training and Development, the implementation team and the executive sponsor.
• Coordinates activities between Home Office, field and external contributors/vendors and project team members, including sales group clients, subject matter experts, instructional designers and media personnel.
• Obtains commitment by communicating and negotiating requirements and resources necessary for development and implementation of programs.
• Leads trainees through management development programs to ensure timely and appropriate completion of requirements.
• Collaborates with field executives to ensure that trainees are enrolled in a program of study that meets their individual needs and the requirements of the agreed upon curriculum.
• Designs, monitors and evaluates results of appropriate measurement processes (Kirkpatrick).
• Partners with instructional designer to ensure appropriate levels of measurement are included in all phases of training programs.
• Approves the cost of measurement and manages the budget and process to ensure timely reporting of results and process within agreed-upon cost estimate.
• Provides training delivery and facilitation in support of design/testing efforts and additionally as needed.
• Facilitates instructor-led managemennt, sales rep, and Agency development training classes.
• Provides facilitation support for all other field training and development classes as needed.
• Provides customized training and development activities in field offices, as assigned, based on Operations Model ro senior management assessments.
• Partners with Field Associate Relations to integrate identification and development elements of succession planning and training programs.
• Ensures the overall development of field managers is aligned between succession planning and management development, including identification of appropriate online and instructor-led modules purchased from external vendors.  
• Seeks opportunities to link field training programs and processes with other key HR and sales processes and programs.  
• Proactively seeks to drive inefficiencies out of the training development and implementation progress and streamline business processes where possible, ensuring that training initiatives are algined with all other HR and sales processes.  
• Proactively seeks to collaborate with other functional areas to reduce project overlap.  
• Performs other duties as assigned by management.
Selection Criteria:
• Demonstrated experience and proven success in creating and leading projects to design, test and roll out training programs in a large multi-location organization.
• Demonstrated strong project management skills including planning, implementation, reporting, facilitating meetings for discussion and decision and close out.  
• Demonstrated ability to translate strategy into action and multiple priorities.
• Strong interpersonal skills with the ability to partner with and influence all levels of the organization.  Demonstrated ability to build and leverage internal and external relationships.
• Demonstrated strong communication skills, including written and presentation.  
• Proven strong analytical mathematic and skills including demonstrated experience identifying and quantifying problems and providing effective solutions, with a solid understanding of the Kirkpatrick levels of evaluation.
• Demonstrated strong attention to detail with excellent organization skills.  Must cite examples of organization time management/methods used to manage or prioritize workloads.
• Demonstrated experience facilitating sales and sales management training classes in both virtual and classroom environments, along with coaching and feedback skills.
• Experience in field management positions at Western & Southern is desired but not required.  
Educational Requirements:
• Bachelor’s degree in Human Resources, Organizational Development, Human Resource Development, Education, or another related discipline with heavy emphasis in Human Resources, or the equivalent.
Computer skills and knowledge of hardware & software required:
• Proficient in word processing, spreadsheets, presentation, and database applications.
Certifications & licenses (i.e.  Series 6 & 63, CPA, etc.):
• None required.
Position Demands:
• Extended hours required during peak workloads or special projects.
• Travel required as needed.



Western & Southern Financial Group, a Fortune 500 company, is a dynamic family of diversified financial services companies that provides life insurance, annuities, mutual funds, retirement planning and investment products and services to help millions of consumers nationwide to plan and protect their financial futures.

With more than 5,000 associates and more than 50,000 individuals in our selling group, Western & Southern offers consumers and businesses the financial products and services they require to meet their insurance needs and investment goals. Having reached more in excess of $50 billion in assets owned and under management, we are leveraging our industry leading financial strength to fuel our growth through strategic acquisitions, increases in our current product revenue stream and expansion into new distribution channels and businesses.  

Western & Southern provides a host of benefits that include medical, dental, life, pension, 401K, free fitness facility, on-site cafeteria, and generously subsidized parking. Western & Southern promotes a stable, fulfilling and challenging environment with an emphasis on excellence and continued career development.

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