Sales Enablement Senior Consultant
| Company | Capital Group |
|---|---|
| Location | San Francisco, CA, USA, Los Angeles, CA, USA |
| Salary | $121652 – $226986 |
| Type | Full-Time |
| Degrees | Bachelor’s, Master’s |
| Experience Level | Senior |
Requirements
- Bachelor’s degree in finance, business, marketing or related major
- Minimum of 5 years of experience in the wealth management industry in sales, sales enablement, sales training, operations or related roles
- Strong understanding of sales processes and methodologies
- Experience and perspective on adult learning strategies and effective frameworks/modalities
- Fluency with wealth management/planning and investment management concepts
- Excellent communication, presentation and influence skills
- Demonstrated effectiveness in leading/facilitating business leader decision-making on broad/complex topics
- Ability to design, facilitate and/or deliver effective training programs
- Proficiency in using sales enablement tools and platforms
- Analytical skills to measure/report on sales trends and use that information to build business cases for projects and drive decision-making
- Ability to work collaboratively with cross-functional teams
- Strong project management skills and comfort-level with complex problem-solving
Responsibilities
- Plan curriculum and facilitate training programs for PWAs and RMs
- Support PWA execution of marketing campaigns and digital sales strategies
- Manage centralized communication channels to ensure concise, relevant and real-time information is cascaded to client-facing sales and service associates
- Support process improvement and user adoption of sales enablement technologies
- Intake, analyze, solve and systematize new sales/service processes and procedures
- Support and evolve reporting to enable Sales Leadership decision-making, sales management and coaching
Preferred Qualifications
- Master’s degree in relevant discipline (Organizational Effectiveness/Development, etc.)
- CFP/CPWA designation