Implementing client service standards and crm automation
The role involves coaching experienced and new financial advisors, branch associates, and managers on sales, marketing, and client service standards
Job Summary
The role involves coaching experienced and new financial advisors, branch associates, and managers on sales, marketing, and client service standards.
Candidates will deliver personalized one-on-one and team coaching while implementing processes to ensure consistent client experiences measured by key metrics.
The position requires a hybrid workstyle with up to 50% travel to support diverse advisory teams across the organization.
Matching Summary
The role involves coaching experienced and new financial advisors, branch associates, and managers on sales, marketing, and client service standards.
Skills & Requirements
Must-have
Coaching financial advisors and branch managers
Developing sales and marketing strategies
Implementing client service standards and CRM automation
Conducting practice management assessments
Delivering group and personalized training workshops
Nice-to-have
Experience in fast-paced work environments
Ability to balance conflicting resources
Strong presentation skills for large groups
Collaborative team environment approach
Commitment to continuous professional evolution
Key Requirements
Bachelor's degree in Business Administration, Finance, or Marketing
Minimum 5 years of coaching, consulting, and training experience in financial services
Obtain Registered Corporate Coach (RCC) designation within 1 year