Retirement Sales Enablement Practice Management Expert (Remote)

Corps Team; United States; Remote; USD 87,000 - 90,000; Part time

Job summary

Corps Team seeks an experienced Retirement Sales Enablement Practice Management Expert for a 6-month contract. This fully remote role partners with Retirement Solutions teams to build scalable practice frameworks for client-facing associates.

You will work with senior leaders to translate objectives into playbooks, refine capabilities, and drive adoption of CRM and planning tools to boost productivity and pipeline across Retirement Solutions.

Qualifications

• 5+ years of experience in related field
• 7+ years preferred

Responsibilities

• Translate business objectives into standard frameworks and playbooks.
• Continually assess and refine practice management capabilities based on data.
• Facilitate a standard and ongoing approach for business planning and pipeline management.
• Establish consistent routines for the integrated team to identify opportunities.
• Scale and drive adoption of Sales Process/Engagement Model to Retirement Solutions leaders.
• Scale and drive tool adoption and optimization (CRM & Planning Tools) by leaders and their teams.
• Collaborate with Sales Onboarding Training & Reinforcement and coaching teams to address gaps.
• Design growth plans with management to increase consistency and productivity.
• Coach leaders and associates on practice management to grow the business.
• Identify needs and create plans to improve associate productivity.
• Support development of leaders to increase consistency in productivity.
• Partner with SMEs to design experiences and resources.
• Analyze current practice, set improvement targets, and refine strategies.

Skills

Strategic partnership

Sales enablement

Practice management

CRM

Planning tools

Education

University degree preferred

Tools

CRM

Planning Tools

Job description

Our client, a large financial services company, is seeking an experienced Retirement Sales Enablement Practice Management for a 6 month contract assignment. This position is fully remote. The Retirement Sales Enablement Practice Management Expert will be a strategic partner in the development of a consistent and scalable practice management framework for our client facing associates across the Retirement Solutions team. The Retirement Sales Enablement Practice Management Expert will provide day-to-day support primarily to Retirement Solutions Relationship Management, Institutional Sales, and Retirement Advice & Consulting Leaders and their client-facing associates as needed, to ensure the consistent use of practice management routines and skills.

Key Responsibilities and Duties

• Strategically partner with senior leaders to translate business objectives into standard frameworks and playbooks to achieve business outcomes.
• Continually assess and refine practice management capabilities based on data and evolving business needs.
• Facilitate a standard and ongoing approach for business planning and pipeline management.
• Establish consistent and regular routines for the integrated team to identify and act on opportunities.
• Scale and drive adoption of Sales Process/Engagement Model to Retirement Solutions leaders and their teams.
• Scale and drive tool adoption and optimization (CRM & Planning Tools) by leaders and their teams.
• Work with Sales Onboarding Training & Reinforcement team as well as Sales & Product & Skills coaches to address areas of improvement/opportunities.
• Design and develop growth plans in partnership with the management team to increase consistency and productivity.
• Coach on practice management and business-building techniques that will help leaders and their teams retain and grow their business.
• Identify needs, understand priorities, and create a plan to improve associate productivity and effectiveness.
• Support the development of leaders and associates as needed to increase consistency in productivity.
• Partner with subject matter experts and training teams to design and develop experiences, practice management content, and resources as necessary.
• Analyze the associate’s current practice, set targets for improvement, and refine business development strategies and activities to achieve their goals.

Requirements

• University (Degree) Preferred 5+ years of experience required; 7+ years preferred Pay Rate- $62.71- $64.71/hour