[Hiring] B2B2C Practice Management Expert @eTeam

Role Description

B2B2C Practice Management Expert

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.

• 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.

Qualifications

• University (Degree) Preferred

Requirements

• 5 Years Required; 7 Years Preferred
• Physical Requirements: Sedentary Work

Career Level

• 8IC