Training facilitator job description

This post includes 3 parts: duties list, job qualification and job description writing tips for Training facilitator in details. A complete job description concludes Training facilitator key duties/responsibilities, Training facilitator job qualifications (knowledge, education, skills, abilities, experience…KSA model) and other ones such as daily tasks, key activities, key/core competencies, job functions/purpose…

I. List of Training facilitator duties:

1. Leverage exceptional facilitation skills with ability to engage adult audience, present content clearly using examples and analogies to achieve learning objectives with varied levels of advisor audiences at firms within Individual Distribution.
2. Responsible for partnering and leading training in a professional manner.
3. Apply a variety of instructional techniques such as role playing, simulations, team exercises, group discussions, videos, or lectures to real world situations and debrief activities to arrive at learning outcomes
4. Able to interact comfortably with various levels of management which includes a high-working knowledge level of sales material content. Be able to speak to subject matter.
5. Responsible to partner with management team to provide curriculum requested in a professional manner, including problem-solving as needed..
6. Able to provide learning on multiple topics in a timely manner as well as ability to manage and execute in a professional manner the learning event..
7. Conducts advanced training sessions.
8. Facilitator will be responsible for a Travel schedule and Travel to Meetings. This necessitates time management skills to ensure constant contact and follow up on training needs and Advisor progress. The ability to efficiently manage a Region or Territory is crucial to program success.

II. List of Training facilitator qualifications

1. 5-7 years professional sales facilitation experience, preferably within the financial services industry.
2. Bachelor’s degree, preferred
3. Expertise in classroom and virtual training delivery, building rapport, flexing to the on-the-spot classroom / virtual seminar needs.
4. Knowledge of adult learning theory and instructional design principles.
5. Excellent communication skills, facilitation skills and executive presence.
6. High problem solving skills and able to exercise impact and influence to get work done
7. Knowledge of MetLife/NEF products and services preferred.
8. Working knowledge of MetLife’s policies and procedures preferred.
9. LUTCF, CPA, CLF, L&H and/or Series 6, 7, 24, 53, and 63 or 65/66 a plus.
10. Accomplished sales experience in insurance industry preferred.
11. Experience facilitating a variety of topics a plus including (but not limited to) sales training and systems training.
12. Proficiency in MAX learning management system, Smart Office, illustration software and related technology preferred as well as the ability to train on these systems.
13. Able to travel 50-75% of time.

III. Tips to write job description

1. Too-long job description:

Looking at a too-long job description can frighten the candidates off and drive the away. A job description, no matter how important the job is, should not be included in more than 3 pages. If one focuses on too many things at a time, he shall definitely lose focus on the main items and get overwhelmed by the remaining; So, keep it concisely.

2. Too-short job description:

While too-long can be a problem, too-short is more a problem. It will ruin the meaning of the job description. A too-short one means it lacks necessary details and therefore, the candidate will not be able to understand while reading it.

3. Listing unnecessary functions or job duties:

Just classifying these into the “others” category will save you a lot of effort and space. On the other hand, the job description will become more dilute and easy to be neglected.

4. Key functions

Not listing key functions as required for the job can be a fatal mistake to a job description.

5. Grammar and spelling

Poor grammar and having spelling errors can ruin the job description, too. Never think that as you are the employer, you may have the right to make grammar or spelling errors while requires other not to. A job description with such errors is easily to be mistaken as a fake or ghost ads; as a result, the candidate will turn away from it.

6. Not specific enough:

Be specific and concise; if you don’t address the specific, then what the job description is for. It is for the candidate to understand just exactly what he needs to do or needs to have. Lacking details can confuse the candidates very well.

7. Not having the job description reviewed by others:

This is also a common mistake. One may be subject to bias, but more than one, especially with the help of those external advisor, the job description can be more perfect.

8. Using buzzwords or abbreviations:

In fact, it is not necessary at all to use such in a job description.

9. Using slang or legal words:

Just use common wording to communicate with others and don’t do anything extraordinarily.

10. Not updating the job description:

The same job may require different duties and responsibilities in different times, so, you cannot use the same job description for 2 different times.

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