Professional Development Coach

Description

Professional Development Coach (Remote)

At Edelman Financial Engines, we believe everyone deserves to move their financial life forward!

We know that assets have the power to fund goals. Those numbers represent individual lifetimes filled with hard work and dreams for our clients and generations to follow. Our clients trust us to guide them forward with empathy, integrity, and invention. We uphold that same standard of respect and commitment for clients and colleagues alike.

Founded on the idea that financial education is a fundamental right for everyone—not just the wealthy, Edelman Financial Engines continues to grow and challenge the status quo. We’re moving forward, together. If our purpose-driven commitment inspires you, we invite you to consider joining our team.

As a Professional Development Coach, you’ll play a pivotal role by guiding our Engagement Center advisors to improve their skills and motivate them to deliver quality performance by creating individual as well as team training courses and educational materials.

In addition to an earnest desire to help people, we are looking for the ideal candidate to complement the team’s existing talents: For this Professional Development Coach role, we need someone with proven knowledge of contact center service-to-sales techniques, an understanding of Salesforce.com workflows, excellent communication skills, and a start-up mentality to help drive superior results. 

Responsibilities:

• Serve as a key resource for assessing business results and advisor performance, developing targeted coaching plans to support business objectives and drive superior outcomes.
• Utilize performance metrics and advisor feedback to continuously refine training programs, ensuring alignment with business goals and enhancing overall advisor effectiveness.
• Develop educational programs, including presentations, eLearning content, advisor dialogue models and case studies.
• Collaborate with cross-functional teams by partnering with other departments (incl Quality Assurance) to ensure alignment in training programs and support for broader organizational goals
• Lead the development, facilitation and coordination of programs to help advisors incorporate the tools, resources and skills used to service clients.
• Set annual learning and development objectives for the advisor team
• Evaluate employees’ performance after each training
• Support other Engagement Center and L&D projects as needed

Requirements:

• 5+ years experience in financial services & contact center environment
• 3+ years experience developing and facilitating training programs, coaching advisors
• Prefer work experience as a Senior Learning professional, Sales Coach,  or similar role
• Experience educating financial advisors on sophisticated financial planning principles, and articulating organizational value proposition relative to competition
• Experience with learning programs designed to support service to sales practices, including developing and leading onboarding programs.
• Familiarity in developing training content, including written materials, video tutorials, and/or interactive modules to enhance learning experiences
• Virtual and in-person facilitation experience
• Demonstrable experience driving change within an organization

About Edelman Financial Engines