Regional Training Coordinator

Posted 15 Days Ago
Be an Early Applicant
United States of America
70K-90K Annually
3-5 Years Experience
Financial Services
The Role
The Regional Training Coordinator is responsible for overseeing life licensing education for field representatives, including hiring and training coaches, managing schedules, and ensuring compliance with HR and training expectations. They will also evaluate coach performance and manage administrative tasks related to training and payroll.
Summary Generated by Built In

Join Our Team

In 2022, the Atlanta Journal-Constitution named Primerica one of the best places to work for the ninth consecutive year. Also in 2022, Primerica was named one of the Best Employers for Diversity by Forbes for the second consecutive year. Forbes also named Primerica as one of America’s best Insurance companies for 2022. Primerica ranks 6th among 25 companies included in the Term Life Insurance category. Over the past seven years Primerica has consistently been voted Best Employer by Gwinnett Magazine in its special "Best of Gwinnett" winner editions. Primerica is a great place to work!


About this Position

Candidate is responsible for overseeing the life licensing education for field representatives. Duties include hiring, training, coaching and managing Licensing Coaches; scheduling and coordinating all classes; and working with the field force to ensure classes are conducted. Managing all aspect of directs and licensing coaches schedules, payroll, inventory, training, discipline, and all field force customer service questions are answered. Ongoing evaluation of both coaches and scheduling to meet business needs. All hours and days of week expectations.
This is a fully remote position.
The estimated salary range for this role is: $70K - $90K
Business and off business hours work requirement to meet business demands and needs. Minimum travel to states managing as needed.

Responsibilities & Qualifications

Management of all aspects of a territory, pre-life licensing operation.

  • Actively recruit new coach candidates and review applications & resumes. Interview Candidates and complete hiring process to include HR requirements, PFSU Compliance Requirements and Systems Access Requirements. Review of necessary paperwork to ensure proper completion for filing. Follow up with candidates, HR and Compliance as needed to obtain necessary approvals. Train and mentor coaches from start date and ongoing assessment of skills and work to continue development of training and classroom.
  • Develop schedules for each location after coordination with the RVPs and the coaches. Assign instructors and communicate the schedules to the coaches and the RVPs. Enter schedules into the registration system. Audit to ensure accuracy. Adjust coach assignments and/or class dates, daily, based on the changing availability of the site and/or coach and requests for additional classes.
  • Manage, order new hire materials. Schedule the various elements of the training process. Track the pieces of the training process for internal audit. Review expectations and responsibilities with new hire for each stage of the process. Coordinate with seasoned coaches to ensure that each step was successfully completed.
  • Confirm schedules. Review and approval payroll. Review and approve Expense Reports. Communicate regarding additional trainings (annual trainings, ACM, Employee Handbooks, Sexual Harassment, etc.) and follow up with coaches to ensure timely completion. Evaluate coaches yearly to ensure compliance and determine any training needs. Prepare and submit reports to home office. If needed, determine and communicate corrective actions. Coordinate with PFSU leadership and HR regarding any written warnings. Maintain copies of observations, warnings and compliance documents. Coordinate and conduct quarterly and Annual Training. Process terminations in Workday and ensure all coaching materials are returned. Work with coaches to determine and coordinate travel as needed. Set up and maintain coach information in system. Resolve any challenges from a field audit observation or RVP communication. Train coaches on technology required to conduct classes and any updates to the systems/apps/programs. Analyze data and prepare reports to home office. Follow up and reply regarding admin issues, missing rosters, attestations. 
  • Meet with field leaders to build relationships and resolve any areas of concerns. Respond to field inquiries regarding credit, certificates, registration, class availability and all customer service needs. Speak to various field groups regarding the licensing & pre-licensing process. Represent PFSU at convention, Leadership schools and DOI events. Coordinate with internal project and communication teams to develop messaging to drive up class attendance and license rates.
  • Manage all aspects of other assistant or registrar employees in your supervision from training, payroll, reviews support.
  • Periodic travel in your region for pre-licensing location site checks, coach evaluations, hiring, Field leader meetings, large events, department trainings and company needs.

Minimum Qualifications

  • Bachelor's degree or equivalent experience
  • 4-5 years life insurance experience
  • Previous supervisory or management experience desired
  • Excellent communication, presentation and organizational skills required.
  • Strong computer skills
  • Knowledge and experience working with the PFS Field Force a plus
  • Life license required
  • Bilingual (English/Spanish) preferred

#LI-ND1

#LI-REMOTE

FLSA status:
This position is exempt (not eligible for overtime pay):

YesOur Benefits:

  • Day one health, dental, and vision insurance

  • 401(k) Plan with competitive employer match

  • Vacation, sick, holiday and volunteer time off

  • Life and disability insurance

  • Flexible Spending Account & Health Savings Account

  • Professional development

  • Tuition reimbursement

  • Company-sponsored social and philanthropy events

It has been and will continue to be the policy of Primerica, Inc., and its subsidiaries to be an Equal Opportunity Employer. We provide equal opportunity to all qualified individuals regardless of race, sex, color, religious creed, religion, national origin, citizenship status, age, disability, pregnancy, ancestry, military service or veteran status, genetic or carrier status, marital status, sexual orientation, or any classification protected by applicable federal, state or local laws.

At Primerica, we believe that diversity and inclusion are critical to our future and our mission – creating a foundation for a creative workplace that leads to innovation, growth, and profitability. Through a variety of programs and initiatives, we invest in each employee, seeking to ensure that our people are not only respected as individuals, but also truly valued for their unique perspectives.

The Company
HQ: Duluth, GA
16,799 Employees
On-site Workplace
Year Founded: 1977

What We Do

Primerica is a leading financial services company in North America, with more than 2,000 corporate employees who support more than 129,000 licensed independent representatives providing financial education and offering financial products and services to their clients. Primerica has been operating for more than 40 years and is publicly traded on the New York Stock Exchange (NYSE) under the symbol "PRI."

Primerica’s focus is on serving the needs of middle-income consumers by providing products such as term life insurance, mutual funds, annuities, and more. In addition to the products and services we offer, Primerica also offers entrepreneurial-minded individuals the opportunity to build their own financial services business. More information about Primerica's Business Opportunity can be found on www.primericabusinessopportunity.com.

Headquartered in Duluth, Georgia, Primerica operates throughout the U.S., Canada, and the territories of Puerto Rico and Guam. We believe financial security should be possible for everyone, so we strive to meet families where they are today and help them be better prepared for their future.

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