job description
Join EXL Services as a Process Trainer - Retirement Services in beautiful Bali and play a pivotal role in transforming complex retirement processes into dynamic, engaging learning experiences. This is your opportunity to shape the future of financial services by empowering teams with the knowledge and skills they need to excel.
In this role, you will design and deliver innovative training programs that accelerate agent competence, ensuring seamless service delivery in retirement planning and administration. Your expertise will bridge the gap between technical processes and practical application, fostering a culture of continuous improvement and operational excellence.
Bali offers a unique work-life balance, combining professional growth with a vibrant, inspiring environment. Whether you're developing e-learning modules, conducting hands-on workshops, or refining training materials, your work will have a direct impact on client satisfaction and business success.
If you are passionate about education, process optimization, and making a difference in the financial services sector, we invite you to apply and become part of a global team that values innovation, collaboration, and results.
Responsibility
- Design and develop engaging training programs for retirement services processes, including onboarding, upskilling, and refresher courses.
- Convert complex process documentation into interactive learning modules, including e-learning, videos, and simulations.
- Conduct hands-on training sessions (virtual and in-person) to ensure rapid knowledge transfer and skill development.
- Assess training effectiveness through performance metrics, feedback, and knowledge checks, and refine programs accordingly.
- Collaborate with subject matter experts (SMEs) to stay updated on industry trends, regulatory changes, and best practices in retirement services.
- Create and maintain training materials, including manuals, job aids, and quick-reference guides.
- Identify skill gaps within teams and develop targeted interventions to improve competence and efficiency.
- Support the implementation of new processes or systems by providing end-user training and change management support.
Qualifications
- Bachelor’s degree in Human Resources, Education, Business Administration, or a related field.
- Minimum 3+ years of experience in training, process improvement, or a similar role, preferably in financial services or retirement planning.
- Proven ability to simplify complex concepts and deliver training in an engaging, easy-to-understand manner.
- Experience with instructional design tools (e.g., Articulate 360, Adobe Captivate) and Learning Management Systems (LMS).
- Strong communication and presentation skills, with the ability to tailor training to diverse audiences.
- Familiarity with retirement services operations, including plan administration, compliance, and customer service.
- Analytical mindset with the ability to measure training ROI and track performance improvements.
- Certifications in training, HR, or financial services (e.g., ATD, SHRM, or retirement-specific credentials) are a plus.