Engagement & Solutions Coach, Sr. Specialist

Responsibilities:

• Coaches frontline advisors, consultants and service reps to deepen their knowledge of retirement plans and financial well-being solutions, generate referral-based leads while building confidence and expertise in participant-facing conversations.
• Develops and delivers coaching focused on the appropriate positioning of key products and solutions, including advice, Cash Plus, brokerage, IRAs, and ETFs, while preparing crew to confidently support new offers, tools, and capabilities.
• Reinforces a consultative engagement model that enables crew to identify participant needs, referral opportunities, and appropriately position solutions that align to each participant's goals, objectives, and timelines.
• Provides targeted coaching through observation, feedback, and reinforcement, using performance and data insights to improve consultative behaviors, product fluency, and sales effectiveness.
• Partners with leaders to anticipate capability gaps and align coaching to business priorities, product launches, and moments of change across the frontline organization.
• Advances scalable coaching practices, tools, and routines that help frontline crew continuously build expertise in retirement solutions, financial well-being offerings, and participant-centered engagement.
• Role will require travel, with the possibility of direct participant and plan sponsor engagement.
• Participates in special projects and performs other duties as assigned.

• Working with an awesome growing team in PC&E and PFS.
• Opportunity to build a new function and contribute meaningfully to enterprise initiatives.
• Ability to work with cross-departmental partners.
• Be at the intersection of growth, performance and experience.

• Track record of driving results through strong partnership, collaboration and influence.
• Extremely strong verbal and presentation skills.
• Ability to leverage data and metrics to drive outcomes.
• Demonstrates tenacity amidst ambiguity, taking opportunities from idea to successful execution with measurable results.
• Able to work independently and take ownership with proposing ways to enhance the crew and participant experience, while also reaching business outcomes.
• Proactively elevates issues and takes proactive steps for resolution.
• Consistently models essential behaviors for crew and partners:
  
  
  • Exhibits professional maturity even when faced with headwinds.
  • Shows a growth mindset by proactively seeking out and acting on feedback.
  • Leverages candor to propose solutions.
  • Balances stakeholders and demonstrates strategic prioritization.
  • Hold crew, peers, and business partners accountable if commitments aren't met.

• Five years' related experience.
• Three years of coaching, sales, or frontline enablement experience preferred.
• Undergraduate degree or equivalent combination of training and experience. Graduate degree preferred.
• This job requires series 7, 63, 65/66 regulatory licenses and/or registration (e.g. FINRA, state, SFC).