B2B2C Practice Mgt.

Job 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.

Key Responsibilities and Duties

• 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.

Educational Requirements

• University (Degree) Preferred

Work Experience

• 5 Years Required; 7 Years Preferred

Physical Requirements

• Physical Requirements: Sedentary Work

Career Level
8IC