Finsure is looking for an experienced Instructional Designer & Facilitator to help uplift the learning experience for our broker network and internal teams.This is a hands-on role that balances strong learning design capability with confident training facilitation.
You will be responsible for translating complex mortgage, CRM, system, compliance and process information into clear, practical and user-friendly learning that can be delivered at scale.A key focus of this role will be supporting Finsure's CRM rebuild and migration program, including the transition of our broker network and internal teams across to the new Metanoia platform.
You will create and deliver training content, system walkthroughs, job aids, FAQs, digital modules, recorded resources, self-service materials and practical support tools that help users adopt the new platform with confidence.You will work closely with Broker Training, Compliance, Operations, Technology, Change, Marketing and Communications teams to design and deliver learning that reflects how work is actually performed in a high-volume, regulated financial services environment.The role will require you to design and deliver training across multiple related products, workflows and product streams, including app flow, client account functionality, CRM workflows, broker processes and internal support procedures.A key part of the role will be your ability to cut through complexity and turn technical, system-heavy or process-heavy content into simple, engaging and business-ready learning that brokers and team members can confidently apply.You will take a multi-modal approach to learning, designing and delivering training through live sessions, recorded content, eLearning modules, self-service resources, quick reference guides, FAQs,



in-app support and train-the-trainer materials.You will also play an important role in measuring training effectiveness, gathering feedback and continuously improving learning content and delivery to support stronger adoption and better business outcomes.This is a great opportunity for someone who enjoys simplifying complexity, facilitating engaging learning experiences, supporting meaningful business change and creating human-centred training that makes a genuine impact on broker capability, platform adoption and business performance.What You'll Be DoingDesign scalable training approaches for broker and internal team adoptionFacilitate live, virtual, recorded and workshop-based training sessionsDevelop multi-modal learning content across live, recorded, digital, self-service and in-app formatsTranslate complex mortgage, CRM, system and process information into transparent, practical training materialsCreate eLearning modules, job aids, FAQs, quick reference guides, training packs, walkthroughs and instructional videosSupport CRM migration and adoption across the Finsure broker network and internal teamsDesign and deliver training across multiple related products, workflows and product streamsDevelop process training and train-the-trainer materials for internal teams and large brokeragesWork closely with SMEs, Change, Marketing, Communications, Technology,



Compliance and Operations teamsMeasure training effectiveness and use feedback loops to continually improve content and deliveryCommunicate confidently with leadership, staff, brokers and business stakeholdersWhat We're Looking ForProven experience in instructional design, learning design, training facilitation or a similar roleDemonstrated experience designing and delivering training at scaleStrong facilitation skills across live, virtual and recorded formatsExperience developing training across multiple related systems, products, workflows or product streamsStrong ability to translate technical jargon and complex process information into clear, business-ready learningExperience creating quick reference guides, FAQs, job aids, walkthroughs, digital modules and training packsExperience with multi-modal learning design, including live, recorded, self-service and digital learningExperience with learning needs analysis, gap analysis and training effectiveness measurementAbility to collaborate with Change, Marketing, Communications, Technology, Compliance and operational teamsConfident communication style, with the ability to engage leadership, staff and external users with easeStrong organisational skills and attention to detailHighly DesirableExperience supporting CRM, platform, system migration or technology adoption programsExperience in banking, mortgage broking, lending, financial services or another regulated environmentHands-on experience with Articulate 360, including Storyline and/or RiseExperience with Camtasia or other video creation toolsExperience with train-the-trainer programsExperience working with a Learning Management SystemExposure to Adobe Creative Suite, Canva or similar design toolsPortfolio of instructional design or training facilitation work
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📌 Instructional Designer & Facilitator (New South Wales)
🏢 Finsure
📍 New South Wales