Senior Training Specialist, Retirement & Private Wealth

HUB International
US - Virginia - Arlington
November 17, 2024

Reporting to the CRM Program Lead within Retirement & Private Wealth as an individual contributor, the Senior Training Specialist will be an integral part of the CRM project team and responsible for planning and facilitating Dynamics CRM training, ensuring user adoptions, and generating an exciting communication strategy for the implementation of the CRM platform.

You will work directly with the CRM project team and business Subject Matter Experts to facilitate user training across multiple offices through a phased deployment plan. Your ability to understand your audience and creatively design succinct yet engaging training material and communications that provide clarity for all impacted will be critical.

About HUB Retirement & Private Wealth (RPW): We lead our communities with integrity, driven to make things better, both now and in the future. We serve, inspire, and thrive while maintaining an entrepreneurial spirit. We innovate, collaborate, and achieve success together, focused on the tomorrows for all.

RESPONSIBILITIES

Develop and implement a training program, including supporting materials, for a broad user group, servicing multiple disciplines within the wealth management and retirement verticals

Facilitate training and provide mentorship during a phased rollout plan to various office locations

Drive user adoption and engagement of the CRM platform through effective communication, training programs and change management initiatives

Providing troubleshooting assistance and guidance for the end user

Act as a change champion and support enhancements/initiatives to educate business users on impending changes in their work

QUALIFICATIONS (REQUIRED AND PREFERRED)

Proficient in Microsoft Dynamics; Microsoft Dynamics certification is a plus

Strong oral and written communication skills including the ability to leverage tools to build engaging communications and training materials

Ability to present ideas in business-friendly and user-friendly language

Excellent large and small group facilitation skills

Ability to effectively prioritize and execute tasks in a fast-paced environment

Experience working in a team-oriented, collaborative environment

Highly self-motivated and directed

The expected pay range for this position is $80,000 to $90,000 and will be impacted by factors such as the successful candidate's skills, experience, and work location, as well as the specific position's business line, scope, and level. HUB International is proud to offer comprehensive benefit and total compensation packages which could include health/dental/vision/life/disability insurance, FSA, HSA and 401(k) accounts, paid-time-off benefits, and eligible bonuses, and commissions for some positions.

ABOUT HUB:

In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the worlds' largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep and one-of -a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community.

Department Business Operations

Required Experience: 2-5 years of relevant experience

Required Travel: Up to 50%

Required Education: Bachelor's degree (4-year degree)

HUB International Limited is an equal opportunity and affirmative action employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations. The EEO is the Law poster and its supplement is available here at /dol.gov/ofccp/regs/compliance/posters/ofccpost.htm .

EEOAA Policy (/hubinternational.jobs/eeo/)

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