Sr Advisor Training & Quality Assurance Consultant-Advice Center

Sr Advisor Training & Quality Assurance Consultant-Advice Center Transamerica - 3.5 Cedar Rapids, IA Job Details Full-time $80,000 - $95,000 a year 23 hours ago Benefits Wellness program Paid parental leave Employee stock purchase plan Paid holidays Disability insurance Health insurance Dental insurance Matching gift program Tuition reimbursement Paid time off Adoption assistance Pension plan Parental leave Employee assistance program Vision insurance 401(k) matching Employee discount Life insurance Referral program Qualifications E-learning course instructional content development Microsoft Word interactive learning modules Coaching Performance management Documentation tools Bachelor's degree Industry knowledge of financial regulations Full Job Description Job Family Customer & Business Quality Assurance About Us At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests. Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment — one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there. Who We Are We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life. Today, we're part of an international holding company, with millions of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what's important to them. We're empowered by a vast agent network covering North America, with diversity to match. Together with our nonprofit research institute and foundation, we tune in, step up, and are a force for good — for our customers and the communities where we live, work, and play. United in our purpose, we help people create the financial freedom to live life on their terms. What We Do Transamerica is organized into three distinct businesses. These include 1) World Financial Group, including Transamerica Financial Advisors, 2) Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of long term care, universal life, and variable and fixed annuities. These are supported by Transamerica Corporate, which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs. Transamerica employs nearly 7,000 people. It's part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide.• For more information, visit transamerica.com. Job Description Summary Designs, delivers, and reinforces compliant training for licensed financial advisors while independently performing quality assurance reviews in a regulated financial services environment. Leverages quality insights, regulatory requirements, and performance data to improve advisor effectiveness and mitigate compliance risk. Job Description Responsibilities Design, update, and maintain onboarding, refresher, and remediation training programs for licensed financial advisors. Deliver live and virtual training sessions, workshops, and structured coaching engagements. Develop and maintain training materials, including facilitator guides, presentations, job aids, call examples, scenarios, role play exercises, and microlearning content. Translate quality findings, detect trends, and regulatory updates into practical, compliance-aligned learning solutions. Partner with Compliance, Legal, and business teams to ensure training content reflects current Financial Industry Regulatory Authority (FINRA) rules and firm policy. Independently conduct call monitoring and interaction reviews for licensed advisors using established quality standards. Analyze performance trends related to suitability, disclosures, tone, and client communication. Provide consultative coaching and feedback to improve advisor performance and reduce regulatory risk. Maintain documentation supporting supervisory oversight, internal audits, and regulatory examinations. Identify and escalate systemic quality or compliance risks with evidence-based recommendations. Qualifications Bachelor's degree in business, finance, or related field Five years of experience in financial services training, quality assurance, or performance management Experience designing and delivering training and performing call quality reviews for licensed professionals Strong working knowledge of FINRA regulations, supervision requirements, advisor disclosures, and suitability standards Ability to translate quality and compliance findings into effective learning solutions Proficient in MS Word, Excel, PowerPoint, and Articulate Storyline or equivalent eLearning authoring tools Strong communication, facilitation, coaching, and presentation skills Preferred Qualifications FINRA Series 6 with FINRA Series 65 or equivalent Experience in brokerage, wealth management, insurance, or investment advisory environments Experience supporting regulatory examinations or internal audits Familiarity with learning management systems, call monitoring platforms, and quality scoring tools Background in adult learning principles or instructional design Working Conditions Hybrid Office Environment Occasional Travel