External Training Specialist - Nationwide Mutual Insurance - Sacramento, CA

30 Dec 2014 8:13 AM | Anonymous

External Training Specialist - Sacramento, CA

Please note that this job may be filled at either the Training Consultant or the Training Specialist level depending on the qualifications and related experience of the chosen applicants.

The information between the asterisks contains specific information about this position while the information after the asterisks contains general information about jobs in this job family at Nationwide.


The External Training Specialist supports the Field Sales and Private Client Distribution System in the completion and delivery of agency product training, coverage comparisons and competitor positioning curriculum , CE Credits and Nationwide Producer Benefits to assist in promoting NGPW growth and enhanced Sales Execution.  This position will create consistency, efficiencies and drive desired Field and company goals. The position reports directly to the Sales Development &Operations Executive.  Dotted Line to Private Client Learning & Development Executive.

Responsibilities will include:

  • Distribution Channel Training & Development Resources for Distribution Channel


  • Create Training, curriculum for all products for distribution by the Nationwide Private Client Field Sales Organization to the Private Client Distribution Channels.
  1. Home, Auto, Collection, Homes
  2. EQ- Broad Form, ICAT, CEA- other channels
  3. Flood
  4. Non Admitted- Home & EQ
  5. Watercraft
  • Facilitate/Educate Field Sales for delivery/positioning with agents
  • Facilitate webinar product training for agents across the country as needed
  • Build Training Schedules, Timelines & Certification ( For EA Channel)
  • Work with SP Leader to develop curriculum and deploy training


  • Agency Delivery
    • Strategy for resources available on ARC
    • ARC  Coordinator/ Execution (working with Private Client leader w/user guides)
    • Cross Functional Support- facilitate/coordinate processes and agent facing requests that arise
    • Identify Agent Training/Education Needs for agency clients (HNW Seminar/ Business Manager Seminars- Specialty Lunch and Learn/Meetings for clients

  • CE Credits
    • Curriculum ( Target 2-3 new for 2105 and will grow)
    • Filings
    • Facilitation if needed


Job Summary:  Conducts expert or advanced level technical training classes and programs based on the consultants' extensive, in depth technical knowledge.  Training is typically within consultants' discipline, but may be applied across distribution channels, regions and company boundaries.  May act as a resource or subject matter expert to trainers and specialists for the design of training programs, or projects.  Highest level technical expert attained by very few incumbents, where mastery of subject matter and most advanced skills are required to impact the organization.

Reporting Relationships: Reports to Business Unit Manager, Director or Executive or Learning and Performance Manager or Director. No direct reports.

Job Responsibilities:

1. Conducts advanced level technical skills classes, courses and programs. May also conduct other lower level courses as needed.  Schedules training courses and enrolls associates.  Serves as a back-up to other instructors for programs which are not normal responsibility. 

2.  Provides on-going evaluation of responses and feedback relative to program development, administration and logistics.

3. Reviews course content, and makes recommendations for enhancements, modifications, or continuation based on expertise.  May consult on development of materials based on subject matter expertise.

4. Creates the appropriate learning experience by researching best practices in advanced technical areas to incorporate into class discussions or to adjust presentation materials.  May provide basic needs analysis and process improvement consulting for assigned business units and or area of expertise.

5.  May serve as liaison to various Nationwide task forces based on subject matter expertise and projects as assigned.

6.  Performs other duties as assigned.

Staffing Exceptions:  Staffing exception to the above minimum job  requirements must be approved by the AVP/VP and Human  Resources.

Overtime Eligibility:  Not Eligible (exempt).

Working Conditions:  May require physical ability to stand while teaching and to move furniture, equipment and supplies around classroom.  Potential for travel and non-standard work hours.

ADA:  The above statements cover what are generally believed to be principal and essential functions of this job.  Specific circumstances may allow or require some people assigned to the job to perform a somewhat different combination of duties.

Job Evaluation Activity:  Evaluated 5/08 JC
Job Family/Function: TRN/ITR


Skills, Knowledge and Abilities

  • Exceptional organizational and time management skills.
  • Excellent written skills and oral communication skills.
  • Strong verbal, listening and relationship building skills.
  • Knowledge of Personal Insurance Products
  • Ability to manage multiple, changing priorities.
  • Ability to lead projects independently.
  • Expertise in Microsoft Word, Excel and PowerPoint.
  • Lotus Notes Expertise preferred

Education and Experience

  • 3- 5 years insurance related work experience.
  • Personal Insurance knowledge preferred.
  • Affluent –HNW Preferred
  • Understanding/Knowledge of Independent Agency distribution Channel
  • Prior learning and development experience preferred

Education: High school or technical school studies desired. Undergraduate studies preferred.

Designations/ Certifications: Certification in recognized field of expertise (CPCU, AIC, API, AU, etc) desired.  In some business units there may be additional regulatory requirements for specific certifications (i.e.,FINRA series in  NF).Progress towards Learning certificate such as CPLP desired.

Experience:  Typically requires 10 or more years experience in area of technical expertise.  Additional experience in the areas of project leadership, supervisory, or management experience, adult learning or related areas.

Knowledge: Designation as expert in training area of responsibility and broad technical knowledge beyond area of expertise.  Solid understanding of adult education concepts, learning styles, evaluation methods and process/workflow development.  Strong business acumen, and organizational savvy.

Skills/ Competencies:  Strong presentation, written and verbal communication skills.  Ability to relate to and explain complex technical concepts.  Ability to analyze program results and recommend training solutions.  Strong group dynamics and interactive skills. Demonstrated proficiency with personal computers and related software.  Ability to set priorities, manage time, organize work, and meet deadlines.

Values:  Regularly and consistently demonstrates the Nationwide Values and Guiding Behaviors.

© ATD Sacramento Chapter Mail@tdsac.org

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