COMPANY OVERVIEW
About Daybright Financial
Simply put, we are one of the nation’s largest independent, privately held firms specializing in employee benefits, retirement plans, and all their associated compliance needs. Since 2008, we have grown by acquiring over 60 local and national firms that have been trusted members of their communities for decades. We hold the coveted “Best Places to Work – USA,” certification and serve more than 22,000 employer groups and 3.6 million plan participants nationally.
Daybright Financial also operates a dedicated independent divisional team, Daybright Broker Solutions, to further enhance the services, support, and marketing resources to grow the businesses of benefits brokers and consultants and enable professional employer organizations (PEOs) to bring more to the table for their clients — through the seamless delivery of Fortune 500-level health and financial wellness solutions.
For more information on Daybright Financial, visit daybright.com. Follow Daybright on LinkedIn, Instagram, Facebook, and YouTube.
Daybright is currently seeking an Enrollment Services Training Specialist to join our Solution Services Segment. This is a remote US-based opportunity. Be part of a team of thought leaders and seasoned benefits and retirement planning professionals.
JOB DESCRIPTION
The Training Specialist is responsible for developing, coordinating, and delivering training programs that support the Enrollment and Participant Services teams. This role partners team members and subject matter experts to create engaging learning plans, onboarding programs, and training materials across multiple formats, including guides, presentations, videos, webinars, and e-learning modules.
The Training Specialist manages learning assignments and learner progress in the LMS, coordinates live training events, evaluates available training resources, distributes meeting recordings, and develops communications that support consistent knowledge sharing and team development.
In addition, this role collaborates with members of the CX/UX Solution Services team, either as a project contributor or project lead, to support the implementation of new Contact Center solutions. As part of the Solution Services team, the Training Specialist may also assist with additional responsibilities as needed to support service teams and evolving business needs.
RESPONSIBILITIES
- Develop training plans for Enrollment and Participant Services teams in collaboration with subject matter experts.
- Manage LMS onboarding, including course assignments, progress tracking, and completion monitoring.
- Create and maintain training materials, including guides, presentations, videos, webinars, and e-learning content.
- Coordinate and facilitate virtual, live, and occasional in-person training sessions.
- Assess training resources and recommend solutions aligned with business needs.
- Support individual development plans and role-specific learning paths.
- Distribute training materials and recordings to support continuous learning.
- Develop training communications for initiatives, process updates, and learner engagement.
- Lead or support Solution Services projects related to Contact Center solutions and operational needs.
JOB QUALIFICATIONS
- 2 to 5 years of experience in employee benefits, enrollment services, participant services, or a related field.
- High school diploma or equivalent required.
- Bachelor’s degree in business, communications, education, human resources, or a related field preferred.
- Experience developing, coordinating, or delivering training in a corporate or professional services environment.
- Solid understanding of employee benefits products, services, processes, and client support expectations.
- Comfortable presenting information clearly and confidently to small and large groups, both virtually and in person.
- Strong project management, organizational, planning, facilitation, and presentation skills.
- Proven ability to manage competing priorities and work effectively in a deadline-driven environment.
- Accountable for assigned projects, team commitments, and timely follow-through on deliverables.
RELATED COMPETENCIES:
- Creative problem-solving skills with the ability to identify practical, learner-focused solutions.
- Excellent written and verbal communication skills, with the ability to tailor messages for different audiences.
- Enthusiastic, career-minded, and self-motivated professional with a desire to contribute to a growing team.
- Strong interpersonal skills and demonstrated ability to work effectively as part of a team.
- Ability to build and maintain collaborative relationships with internal teams, stakeholders, and external partners.
- Client-focused mindset with a commitment to responsive, high-quality service.
- Strong attention to detail and commitment to accuracy, consistency, and follow-through.
- Proficiency with Microsoft Office Suite and the ability to learn and use training, collaboration, and learning management tools.
- Ability to travel occasionally for training events, meetings, or team-related business needs.