Description :
Act as a primary point-of-contact and advocate for financial representatives, Agency Office Assistants, and Agency Managers during the on-boarding phase of training.
Be a training customer service representative to our field partners.
Deliver, monitor, and track progress of detailed learning plans for financial audiences with our learning management system.
Collaborate with training teams to develop a training structure within the learning platform to prepare and implement training to our field audiences.
Act as administrator within our learning management system to :
Create course offerings.
Track learner engagement and progress.
Manage learner transcripts.
Manage learner profiles.
Partner with our training and design teams; and subject matter experts to support instructor-led training offerings and defined learner program offerings.
Participate in process development and improvement.
Initiate issue / conflict resolution
Desired skills :
Strong organizational and prioritization skills.
Strong customer service skills
Strong communication skills
Proficient in writing professional communications and communicating with various audiences.
Experience with leveraging O programs for day-to-day work, specifically, Outlook, Excel, Teams.
Not required, but preferred :
Administrative experience within a learning management system
Years customer service experience
Experience working with sales representatives, leadership, and support staff.
Last updated : 2024-05-17
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