Training Assistant | Interim Role

• Why Brightside: The mission is clear. To improve the financial health of working families in America. Brightside is an employee benefit with a brand-new approach to personal finance. We offer unique solutions for employees & their families who need help with anything related to their finances and the emotions and behaviors that can impact them. We take a holistic view to provide unbiased and confidential assistance through an unmatched blend of products, technology and true human care. Our goal is to make it easier for our clients to understand their options to obtain long-term financial health and gain peace of mind when it comes to financial matters.

• A bit about this role: Client Services is looking for an Interim Training Assistant to support upcoming Financial Assistant training classes and/or nesting.  As a Training Assistant you will partner with the Learning & Development team to design, develop and deliver course material. ### The work you will tackle

• You will attend 2-3 post-training meetings to discuss learner performance that run as late as 5pm AZ time
• You may support classes during their nesting period of training which includes answering questions in real-time, monitoring client interactions, conducting AM and PM meetings, coaching FAs to performance, reporting out on FA performance in nesting
• You may be selected as an in-classroom support for the 4 week direction of roughly 20-30 learners, or as a support for the 2-week nesting period, or both
• You’ll have the chance to be a nesting coach support which is dedicated to helping learners in during the 2 week nesting period

What we’re looking for in your background & what makes you a success:

• Demonstrate strong ability to perform in current role
• Strong demonstration of FA skills to date (EARN, Thrive, CRM, FA Process)Excellent communication (verbal and written) and interpersonal skills to inspire and engage learners
• Creative problem-solving skills to solve barriers to learning when they are presented
• Strong organization and time-management skills
• High empathy skills and understanding of effective teaching methodologies and the willingness to keep abreast of new techniques in teaching
• Very high adaptability and ability to manage ambiguity in a rapidly evolving environment
• Have professional experience training in a corporate environment
• Have high energy and present a positive demeanor at all times
• Able to de-escalate highly emotional situations and support others through emotional stress
• Demonstrate a growth mindset and ability to thrive in a highly changing and dynamic environment

What is the timeframe for this interim role?

• The role is an as-needed basis anticipated for October through December 2022
• Duration may be shortened or lengthened depending on business need
• If selected you may be asked to begin to the role prior to the October start date

What happens after the training classes have completed?

• You will return to your prior role when the business need ends

Is there additional compensation for this role?

• There is no additional compensation for participating in this interim role
• This is, however, an excellent opportunity to grow your skills for future considerations

What are the hours for this role?

• Classes run 7AM-2:30pm AZ time
• You may be asked to join early/stay late to support learners that require additional support

What happens to my clients during this time?

• You will be asked to transfer transfer your book of business so you can focus entirely on supporting our new FAs
• If you must maintain clients please make it known so the training team can coordinate