Independent Financial Coach

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_______________________________________About Us

At Independent Living Financial Services, we are dedicated to providing all of our clients with personalized financial education, results-oriented financial coaching, and innovative financial products and services that will propel them towards their goals and dreams. Our aim is to help our clients to not only create a financial plan, but also clearly understand personal finance and the decision-making behind the plan. Just as the circumstances, goals and background of out clients lives vary, so do our plans for them. Each is completely personalized from start to finish, and we work to maintain a relationship in order to help clients reach their changing goals.

Our primary goal is not only to provide comprehensive financial planning for our clients, but also help them understand personal finance and develop a solid financial decision-making process for the rest of their financial future.

In addition to comprehensive planning, we specialize in budgeting, debt elimination, goal planning and life planning.

At Independent Financial Advisors, our clients depend on us to educate, train. and coach them on making the best financial decisions for themselves and their families.

A Day-in-the-Life Of a Personal Financial Coach

• Build and maintain client bases, keeping current client plans up-to-date and recruiting new clients on an ongoing basis.
• Contact clients periodically to determine if there have been changes in their financial status.
• Devise debt liquidation plans that include debt settlement services, debt payoff priorities and timelines.
• Explain and document for clients the types of services that are to be provided, and the responsibilities to be taken by the personal financial advisor.
• Explain to individuals and groups the details of financial assistance available to college and university students, such as loans, grants, and scholarships.
• Guide clients in the gathering of information such as bank account records, income tax returns, life and disability insurance records, pension plan information, and wills.
• Help clients to create financial planning recommendations and refer clients to someone who can assist them with plan implementation.
• Interview clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, and other information needed to develop a financial plan.
• Monitor financial market trends to ensure that plans are effective, and to identify any necessary updates.
• Prepare and interpret for clients information such as investment performance reports, financial document summaries, and income projections.
• Recommend strategies clients can use to achieve their financial goals and objectives, including specific recommendations in such areas as cash management, insurance coverage, and investment planning.
• Research and investigate available investment opportunities to determine whether they fit into financial plans.
• Analyze financial information obtained from clients to determine strategies for meeting clients’ financial objectives.
• Answer clients’ questions about the purposes and details of financial plans and strategies.
• Review clients’ accounts and plans regularly to determine whether life changes, economic changes, or financial performance indicate a need for plan reassessment.
• Sell financial products such as stocks, bonds, mutual funds, and insurance if licensed to do so.
• Collect information from students to determine their eligibility for specific financial aid programs.
• Conduct seminars and workshops on financial planning topics such as retirement planning, estate planning, and the evaluation of severance packages.
• Contact clients’ creditors to arrange for payment adjustments so that payments are feasible for clients and agreeable to creditors.
• Determine amounts of aid to be granted to students, considering such factors as funds available, extent of demand, and financial needs.
• Meet with clients’ other advisors, including attorneys, accountants, trust officers, and investment bankers, to fully understand clients’ financial goals and circumstances.
• Open accounts for clients, and disburse funds from account to creditors as agents for clients.
• Authorize release of financial aid funds to students.
• Participate in the selection of candidates for specific financial aid awards.

Have a Background And Some Experience In

• Education
• Coaching
• Finance
• Business
• Training
• Social Services
• Sales and Marketing
• Senior Care and/or Special Needs

Perks

• $100,000.00 + Annualized Income Potential
• Work at Home
• Part-time, Full-Time or Flextime
• We provide all training and tools to launch your Independent Financial Coaching Business

About this company

Click here to apply online.

Sales Coach – Denver

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_______________________________________Role Description

You will be part of the Learning & Development Function responsible for maximizing sales performance. You will be responsible for driving the implementation of our ‘Coaching for Performance’ program which aims to build a strong coaching culture and capability across our sales management group. To be successful in this role, you will need to demonstrate:

• a strong business and sales acumen,
• an exceptional ability to coach ‘coaches’
• the leadership  to challenge mindsets and drive real change.

Responsibilities

• Drive the implementation of ServiceSource ‘Coaching for Performance’ program from CNA, through adoption to certification of individuals and teams.
• Support the development of coaching skills across the sales manager group through observation, delivering real time feedback and coach the coach sessions.
• Schedule 1:1, team and peer group coaching sessions across all management tiers to drive best practice sales and leadership behaviors.
• Training and certify others to deliver sales territory reviews, skills coaching and development coaching conversations with direct reports and peers.
• Lead high impact coaching skills training workshops and group coaching sessions.
• Partner with learning and development team to build coaching collateral and tool-kits
• Partner with Local Sales Center Head to drive a clear coaching focus on addressing current business and organizational issues.

Key Skills:

• Analytical thinker: the ability to map individuals,  operational processes and identify critical factors for success
• Project Management skills: planning and organizing skills with ability to execute multiple projects in a dynamic environment
• Change management skills: Manage resistance efficiently, engage and motivate others towards change
• Influencing skills: ability to set a positive energy & atmosphere, and motivate others to continuously improve performance and results
• Coaching theory and practice: Business, Executive and Performance coaching
• Drive for results: ability to connect actions and deliverables to sales results.
• Performance improvement mindset: demonstrate acumen in factors that enable or inhibit employee performance and how coaching fits into performance improvement and results.

Qualifications

• Bachelor’s Degree Required; Master’s Degree preferred.
• Minimum 5+ years related experience
• Demonstrated track record in in a dynamic sales environment.
• Recognized coaching qualification and experience

About ServiceSource

ServiceSource® International, Inc. (NASDAQ: SREV) is the global leader in cloud-based recurring revenue management solutions. The company helps customers drive growth and build long-standing relationships across the customer lifecycle with the industry’s most comprehensive data management, analytics, automation and services capabilities. Through Renew OnDemand™, Scout® and proven services, ServiceSource delivers higher subscription, maintenance and support revenue as well as improved customer retention and increased business predictability.

With over a decade of experience focused exclusively on growing recurring revenue, our products and services are based on proven best practices and global benchmarks.  Like a funded start up, our continued growth in our service business allows us to aggressively invest our software product.

Headquartered in the Cloud Corridor of San Francisco, ServiceSource manages more than $14.5 billion in recurring revenue for the world’s largest and most respected technology and B2B companies.  Check our customers. ServiceSource renews a customer contract every 47 seconds through engagements in more than 150 countries and 40 languages.

Click here to apply online.

Sr. Change Manager and Strategist with solid Oil and Gas background

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_______________________________________CGI is currently hiring a Sr. Change Manager and Strategist with solid Oil and Gas background in Houston, Texas, (downtown location), to be a Transformational Change Management leader that can break barriers and eliminate waste for our global Oil and Gas Clients.

Duration:2+ years
Location: downtown, Houston, Tx

The Sr. Change Manager needs to be an operationally focused leader with a unique blend of strategic planning, change management, and process improvement expertise.

The Sr. Change Manager has the overall goals of providing our clients with Strategy and organizational development solutions, Change management strategies, and guide them to Business excellence.

The Change Manager should providing a holistic corporate view and deep understanding of the effective use of organizational development solutions to drive business performance and operational excellence. A successful Change Manager should also demonstrated a long term track record in implementing large-scale change initiatives that drive business results.

The main goal of the Sr.Change Manager/Strategist is to serve as an executive coach to upper management and work closely with management and the leadership teams to establish a shared vision and strategy for the organization. The Change Manager should also support the team with building an Organizational Capability matrix to execute the vision and strategy. This work has included the following:
Building a cohesive leadership team through building relationships, shared experiences and tackling tough issues
Defining the culture and supporting values to drive high performance and innovation
Defining the leadership model and behaviors to support the culture change
Ensuring organizational clarity and alignment through recurring focus and cascading of direction
Defining a clear vision of program success
Creating alignment on requirements for success
Creating Team Performance Agreements
Making the team want to commit to drive toward higher levels of performance
Aligning the entire team on the shared view of program success
Clarify program interdependencies and gaps
Determine quick wins that equaled results
Definine a new structure to solve program challenges
Coach program and team leaders on leadership behaviors to ensure alignment with the high performance culture.
In addition, other responsibilities include facilitating team meetings, conducting stakeholder engagements, and developing a communication strategy for various project deployments.
The successful Change Manager must be able to demonstrate the ability to develop strong relationships with management, to understand their needs, and then devise business solutions with clear value propositions.

The Change Manager must be able to incorporate data-based-decisions integrated with the business excellence elements of organizational design and alignment, work processes, roles and responsibilities, leadership communications, and team alignment.
Tasks:
Actively participate in relevant meetings to raise and that release information needing to redeploy to stakeholders
Provide expert knowledge on communications/change messages/updates/plans, input to presentation structure
Support BPM with quarterly forecast for training
Deployment of the communications calendar in the business / OUs
(including new releases (policies, FfV, SharePoint upgrades, etc.))
Provide (input on) requirements for communication, engagement, and learning materials / activities
Review communication, engagement and training materials.
Support BPM with business stakeholder engagement: Stakeholder identification, planning, and measurement.
Facilitate business review / validation for key materials
Analyze change measurement outcomes / training dashboard and define corrective action plans
(lessons learned / gaps / issues / opportunities for improvement)

Soft Skills required:
• Tough personality; able to give feedback and if needed pushback.
• Hands on person in change & communications
• Work with central team and manage communication from central team to Engineering around aftercare.
• result driven” and “delivery focused
• Excellent writing skills. Candidates will need to provide samples in the interview.
• Solid understanding of SharePoint (from a user perspective, not development)
• Technical writing experience – needs to have a good understanding of IT terminology and concepts
• Global Oil and Gas experience required (upstream)
• Data migration experience (preferred but not required)

Education:
BS Degree in Human Resources with an emphasis in Organizational Behavior or Development/Design, Computer Science, MIS, Computer Engineering, English Degree or a Communications Degree
Master’s Degree or MBA a plus
Change Management Certifications strongly preferred
Six Sigma certification strongly preferred
PMP Certification strongly preferred

At CGI, we’re a team of builders. We call our employees members because all who join CGI are building their own company – one that has grown to 68,000 professionals located in 40 countries. Founded in 1976, CGI is a leading IT and business process services firm committed to helping clients succeed. We have the global resources, expertise, stability and dedicated professionals needed to achieve results for our clients – and for our members. Come grow with us. Learn more at www.cgi.com.

This is a great opportunity to join a winning team. CGI offers a competitive compensation package with opportunities for growth and professional development. Benefits for full-time, permanent members start on the first day of employment and include a paid time-off program and profit participation and stock purchase plans.

We wish to thank all applicants for their interest and effort in applying for this position, however, only candidates selected for interviews will be contacted.

Click here to apply online.

Technology Learning Coach

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_______________________________________

Wealth Sales Coach

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_______________________________________

Job description

• High profile role
• Career progression on offer
• Dynamic and forward thinking business

This leading institution is a pioneer in wealth management. They have unrivaled products and support that enable their highly skilled team to excel as leaders in the industry. As an innovative and forward thinking organisation this is an exciting opportunity where you can make a real difference.

Working across a team of experienced high net-worth Relationship Managers you will ultimately be responsible for up-skilling their ability so they are having more strategic wealth based conversations with customers, ultimately enabling the business to further demonstrate itself as a leader across the wealth market.

This is a high profile role and you will need to have exceptional interpersonal skills and pride yourself on your ability to build relationships and influence key stakeholders. You will either be an experienced financial planner who can demonstrate strong coaching success with relationship managers or be a high net-worth relationship manager or branch manager that has a strong understanding of financial planning and can also demonstrate your strong coaching ability.

Newly created, this high profile role offers the opportunity to fast track your career.

For further information please contact Carl Piesse on 8226 9840 or email carl.piesse@hays.com.au