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.
• Generates 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.
• Prepares 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.
• Predicts capability gaps and aligns 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.
• Partners with leaders to anticipate capability gaps and align coaching to business priorities, product launches, and moments of change across the frontline organization.
• Partners with cross-departmental partners to participate in special projects and perform other duties as assigned.

Qualifications

• 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).