HFC Financial Trainer

7 days ago


Riverside, California, United States HUB International Full time

About the Role

We are seeking a skilled Financial Trainer to join our team at HUB International. As a Financial Trainer, you will be responsible for delivering training programs to new and existing members of the Hub Financial Center on workflows and processes.

Key Responsibilities

  • Facilitate training programs for new and existing members of the Hub Financial Center
  • Conduct training follow-ups and refreshers with assigned team members
  • Communicate and retain feedback as defined by curriculum, and make recommendations for training improvements
  • Maintain trainee progress tracker to communicate strengths and opportunities to the leadership team
  • Collaborate with all HFC accounting teams on understanding department responsibilities and instructional training needs
  • Deliver training on immediate updates as assigned by the supervisor or coordinator
  • Subject matter expert in HFC policies and procedures
  • Create professional and welcoming communications with all team members and leadership
  • Additional projects as assigned

Requirements

  • Strongly preferred 2+ years with a proven track record of delivering successful training programs
  • Ability to balance multiple priorities with the ability to adapt to the changing needs of the business while meeting deadlines
  • A well-established understanding of accounting, financial concepts and controls
  • Superior verbal and written communication skills
  • Solid interpersonal and engagement skills
  • Strong problem-solving skills
  • Insurance brokerage experience preferred but not required
  • Strong experience in Microsoft Office, particularly in Word and PowerPoint
  • Must understand the need for flexibility in working schedule to meet deadlines and support a team

What We Offer

  • A leadership team focused on caring for and developing our team
  • Competitive compensation
  • Customizable flexible benefits & 401K matching program
  • Generous PTO package – vacation, holiday, sick, and personal time off
  • Growth potential - HUB is constantly growing and so can your career
  • Ongoing personal and professional development opportunities
  • Comprehensive wellness programs

Disclaimer

By applying to this job and providing your mobile number, you are agreeing to receive an initial text from HUB International which you will have the ability to opt out of upon receipt. Message and data rates may apply. Message frequency varies.

HUB International 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.



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