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Job Description
Coaches on the Sales Enablement Team will assist members of the Regional Leadership Team with decreasing the time to full productivity of new hires, addressing “on the job” development needs of existing advisory staff; and delivering relevant and timely talent and development solutions in partnership with Regional Directors and Business Learning and Readiness.
Responsibilities of the Sales Coach to include but not limited to the following:
· Assesses knowledge and experience level of new hires and ensures a development plan is in place to close the gap with job requirements
· Delivers coaching to new hires and existing staff that results in improved team performance
· Executes the role of the Regional Peer Advisor Champion accountable for leading and guiding identified WMAs acting in the role of Peer 2 Peer Mentors for new hires
· Provides new hire feedback on developmental opportunities in one-on-one and group coaching sessions
· Acts as Subject Matter Expert for Business Readiness and Learning in the design, development and delivery of training to new hires
· Identifies training opportunities within our current process
· Takes guidance from Directors and then collaborates with Peer 2 Peer mentors and LD&R on the development needs of individual new hires
· Supports new hires in their Practice Management and business planning processes to ensure focus, quality and effective implementation
· Coaches new hires in the skills of Consultative Selling Process and the TIAA-CREF approach to client engagement and Practice Management ; observe client interactions and document
· Supports Directors in facilitating strategy calls with new hires
· Supports engagement and retention of talent
· Provides support, as needed, in the interview process for new advisory roles
· Updates own role and leadership knowledge and skills by participating in educational opportunities; reading professional publications; maintaining personal networks
· 50-70% travel within the region
Qualifications
Minimum qualifications:
· Minimum of 10 years of experience as a Wealth Management Advisor (WMA) and/or training and coaching of WMAs
· Series 7 and 66; state insurance licenses in relevant jurisdictions required
· 4 year college degree or equivalent combination of business experience and education Desired skills:
· Prior experience in wealth management at TIAA-CREF with operating model, products, services, systems and tools, policies and procedures
· An independent worker who flourishes in an atmosphere where innovation and change are key to future success
· Excellent communication skills (oral, written, interpersonal)
· Demonstrated ability to give and receive feedback
· Proven leadership ability – strong, respected, visual
· Personal adaptability and a commitment to continuous learning
· Completion of additional classes on coaching / developing others