Client Performance Strategies Facilitator

Posted 15 Hours Ago
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Hiring Remotely in US
Remote
Senior level
Insurance
The Role
Facilitates client training programs on-site and virtually, supports new and external facilitators through coaching and quality control, coordinates facilitator schedules and training calendars, manages cost-efficient travel, maintains facilitator resources, and supports client relationships. The role requires extensive travel across the United States and Canada, virtual training expertise, strong communication skills, and at least five years of independent or corporate training facilitation experience.
Summary Generated by Built In
This individual will facilitate various training programs offered and sold by Allied’s Client Performance Strategies business unit; most of which are Integrity Solutions programs. A key focus of this position is to act as an extension of the Allied Solutions client support team before, during, and after facilitation engagements. This role includes extensive travel as clients are located across the United States and Canada.Job Duties & Responsibilities:

Facilitate Client Training Programs On-Site and Virtually

  • Launch and facilitate client training programs for new or established clients at their location of choice
  • Facilitate multi-week virtual training/coaching sessions for clients
  • Occasionally provide program demos for large prospects with the CPS sales team
  • Advance the Allied relationship with key client contacts while on-site with client.

Support New Client Facilitators

  • Support the coordination and delivery of facilitation of newly licensed client facilitators for quality control and long-term client success. This may include co-facilitation, shadowing, observation, and/or coaching.

Manage Client Performance Strategies Facilitator Scheduling and Support

  • Manage and plan cost efficient travel
  • Coordinate Facilitator calendar and scheduling for all CPS Facilitators
  • Provide support and direction to external facilitators that are engaged by the CPS team. This may include responsibilities such as:
    • Onboarding new Allied Trainers
    • Coaching on Allied CPS facilitator best practices
    • Enhancing Allied facilitator tools and repository
    • Coordinating Allied facilitator training calendar
    • Tracking and submitting facilitator invoices
Qualifications (Education, Experience, Certifications & KSA):
  • Bachelor’s degree or equivalent combination of education and experience required.
  • 1 to 3 years’ experience facilitating Integrity Solutions programs preferred.
  • 5+ years facilitating independent or corporate training programs required.
  • Comfortable and experienced facilitating Virtually via TEAMS, ZOOM, etc.
  • Experience with credit unions and/or financial institutions preferred.
  • Professional written and verbal communication skills required.
  • This role will attain required certification and licensing to train Integrity Solutions or other partner programs.
  • Extensive travel expected, estimated at 60% of the year.

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, skills, efforts or working conditions associated with a job.
#LI-SJ1
#LI-Remote

We offer our employees a robust compensation package! Our comprehensive benefits include: medical, dental and vision insurance coverage; 100% company-paid life and disability coverage, 401k options with company match, three weeks PTO by the end of the first year and much more. Allied proudly promotes from within as part of a strong commitment to providing career growth opportunities for employees of all levels. Our diverse business portfolio allows employees broad career options with the advantage of staying with the same organization.
All qualified candidates will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law.

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Skills Required

  • Bachelor's degree or equivalent combination of education and experience
  • At least five years of experience facilitating independent or corporate training programs
  • Professional written and verbal communication skills
  • Comfort and experience facilitating virtually via Microsoft Teams, Zoom, or similar platforms
  • Ability to attain required certification and licensing to train Integrity Solutions or other partner programs
  • One to three years of experience facilitating Integrity Solutions programs
  • Experience with credit unions and/or financial institutions

Allied Solutions LLC Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Allied Solutions LLC and has not been reviewed or approved by Allied Solutions LLC.

  • Healthcare Strength Medical, dental, and vision coverage are offered with multiple plan choices (PPO and CDHPs) and company HSA contributions, alongside an EAP and optional critical illness, hospital, and accident coverage. Group life, accidental death and dismemberment, and short- and long-term disability are provided at no cost to employees.
  • Retirement Support Pre-tax and Roth 401(k) programs include a company match and are administered through Securian with investment portfolios and educational tools. These elements reinforce the company’s emphasis on long-term savings and financial security.
  • Leave & Time Off Breadth Generous paid time off, paid holidays, paid family leave, and paid volunteer time are part of the package. These offerings expand time-off options beyond standard vacation allotments.

Allied Solutions LLC Insights

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The Company
HQ: Carmel, IN
1,001 Employees

What We Do

Allied Solutions uses technology based products and services to meet the insurance, lending and marketing needs of more than 4,000 financial institutions in North America. Dedicated to helping their clients grow, protect and evolve their business, Allied Solutions maintains several regional offices and service centers around the country and is a subsidiary of Securian Financial Group, Inc. #FinancialServices #EnhanceRevenue #ExpandLending #ManageRisk #ImproveMarketShare #EngageEmployees #AlliedInsights #FindYourPassion #BlueCulture

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