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Western & Southern Financial Group

Provides personalized financial solutions and guidance

Talent Development Consultant

Full-TimeDeadline 8/1/27
No salary listed
Mid
Bachelor's
Cincinnati, OH, USA
In Person
TrainingCorporate & Technical Training, Instructional Design & Curriculum Development

About the job

Requirements
  • A bachelor's degree in training and development, human resources, psychology, or business, or commensurate experience.
  • Typically three years of proven experience training both technical and soft skills in a corporate environment, with strong platform and facilitation skills and the ability to overcome participant objections and manage the classroom productively.
  • Knowledge of and some experience utilizing needs assessment, training program development and evaluation, adult-learning theory, and instructional design methods.
  • Strong customer-focused skills, relationship management, and the ability to initiate and develop credible relationships, confront and resolve conflict professionally, and operate with urgency to resolve issues.
  • Strong attention to detail with excellent organization and project management skills, including identifying key stakeholders and developing and implementing plans.
  • Excellent verbal and written communication skills, with the ability to convey information to internal and external customers clearly, focused, and concisely, along with strong listening skills.
Responsibilities
  • Build relationships with and engage key stakeholders to conduct training and skill needs assessments and involve stakeholders in the analysis, design, and development of instructor-led and digital programs.
  • Observe or perform specific jobs as appropriate to understand performance standards, external customer requirements, and product or service fit.
  • Recommend training solutions for skill gaps in line with organizational needs, strategy, and available resources.
  • Use proven instructional design methodologies, adult-learning theory, and media to develop engaging learning experiences with performance measures for corporate training programs.
  • Partner with other training functions to leverage training materials and subject matter expertise across the Financial Group.
  • Work with the manager and leadership development program manager to ensure alignment and consistent philosophies around management and professional development programs.
  • Design and write course manuals, leader guides, and other documentation, ensuring materials are organized and consistent for delivery.
  • Deliver and facilitate training classes for all levels of associates within the Financial Group, communicating learning objectives clearly and creating a productive environment for exploration and discussion.
  • Assist in planning and implementing training programs and create support materials for integration into associates' development plan execution when necessary.
  • Identify measures of success for training and evaluate the short- and long-term effectiveness of training programs using participant data, management observation, and productivity or quality performance data.
  • Perform other duties as assigned.
  • Comply with all policies and standards.
Desired Qualifications
  • Demonstrated ability to make sound decisions, identify and quantify problems, provide effective resolutions, and appropriately role model the organization's culture and norms.
  • Proven ability to think critically by defining and resolving situations or problems through analysis of issues, weighing options, evaluating alternatives, and using observation, experience, reflection, or reasoning to drive results.
  • Proficient in Microsoft Office products.

About the company

W

Western & Southern Financial Group

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Western & Southern Financial Group helps individuals and middle-market clients manage financial needs through personalized, face-to-face guidance. Western & Southern Life sales representatives assess goals and tailor solutions like life insurance within an agency-based system supported by mentors and managers. The firm translates complex financial concepts into practical plans focused on protection, savings, and retirement, backed by a long heritage dating to 1888. Its goal is to provide clear, stable guidance and ongoing support through a relationship-driven, professional team.

Company Size

1,001-5,000

Company Stage

N/A

Total Funding

N/A

Headquarters

Cincinnati, Ohio

Founded

1888

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Simplify's Take

What believers are saying

  • April 27, 2026 Till acquisition expands direct-to-consumer family banking immediately.
  • March 31, 2026 assets reached $132.3 billion, supporting acquisition capacity.
  • Fidelity’s IncomePoint distribution keeps Western & Southern inside employer retirement plans.

What critics are saying

  • The 2025 overtime class action targets Western-Southern and Eagle Realty’s payroll practices.
  • Armstrong v. Western & Southern shows repeated employee-benefit litigation pressure in 2026.
  • Till integration failure wastes capital and distracts management from core insurance profitability.

What makes Western & Southern Financial Group unique

  • 1888 Cincinnati mutual heritage and seven life subsidiaries anchor trust.
  • $132.3 billion in assets and managed assets signal scale and staying power.
  • Till Financial adds digital family banking to Western & Southern’s family-focused portfolio.

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Benefits

  • Flexible Work Hours
  • Performance Bonus

Company News

The Business Journals
May 1st, 2026
Western & Southern acquires fintech firm in first deal since 2022

Western & Southern has completed its first acquisition since 2022, purchasing a fintech firm to expand Gerber Life Insurance's family-focused offerings. The deal marks the company's return to acquisition activity after a two-year pause. Western & Southern indicated it has sufficient capital to pursue additional acquisitions when suitable opportunities emerge. The transaction strengthens the insurer's position in the family insurance market through enhanced technology capabilities.

Benzinga
Apr 27th, 2026
Western & Southern Financial Group acquires Till Financial to expand into digital family banking

Western & Southern Financial Group has acquired Till Financial, a fintech platform focused on digital family banking, marking a significant expansion into consumer financial services. The acquisition adds to Western & Southern's portfolio of family-focused brands, including Gerber Life Insurance and Fabric Technologies. Founded in 2018, Till provides a family banking platform featuring a mobile app and debit card with parental controls, automated allowances, shared savings goals and fraud protection. The platform helps families teach children financial literacy through hands-on money management. The deal advances Western & Southern's direct-to-consumer strategy and diversifies its offerings beyond traditional insurance products. Western & Southern, founded in 1888, serves 6.3 million customers and manages $132.3 billion in assets as of March 2026. Financial terms were not disclosed.

PR Newswire
Apr 27th, 2026
Western & Southern Financial Group Acquires Till Financial, Expanding into Digital Family Banking Services and Investing in the Next Generation

/PRNewswire/ -- Western & Southern Financial Group, a leading financial services company serving more than six million customers with insurance, retirement and...

FinSMEs
Jul 16th, 2025
Retirable Raises $10M in Series A Funding

Retirable, a NYC-based holistic retirement platform provider, raised $10m in Series A funding

The Cincinnati Enquirer
Aug 9th, 2024
Cincinnati-based company listed among the best for high school grads to start careers

Cincinnati-based Western & Southern was No. 48 of the top 50 companies listed on the report.