TIAA Regional Advisory Coach - Training & Development in Lewisville, Texas
As long as there are people who make the world a better place, we'll keep making a difference for them. Since 1918, it has been TIAA's mission to serve those who serve others. It is this mission and the values we embrace that make us a different kind of financial services organization.
When you work here at TIAA, you're not just in it for yourself. You are part of something bigger. A collective mission to make a difference - a collective mission we make our own.
To be difference makers.
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The Regional Advisory Coach will assist the business-line Leadership Team with decreasing the time to full productivity of new hires, addressing “on the job” development needs of existing staff; and delivering relevant and timely talent and development solutions in partnership with business-line leadership and Productivity and Development.
Supports new hires in their Practice Management and business planning processes to ensure focus, quality and effective implementation
Coaches new hires in the skills of Consultative Selling Process and the TIAA approach to client engagement and Practice Management ; observe client interactions and document
Acts as Subject Matter Expert in the design, development, and delivery of training to all employees
Identifies training opportunities within our current process
Takes guidance from business-line managers and then collaborates on the development needs of individual new hires
Assesses knowledge and experience level of new hires and ensures a development plan is in place to close the gap with job requirements
Delivers coaching and training to new hires and existing staff that results in improved team performance
Supports Directors in facilitating strategy calls with new hires
Call center and/or virtual coaching experienced preferred
Supports engagement and retention of talent
Provides support, as needed, in the interview process for new advisory roles
Provides new hire feedback on developmental opportunities in one-on-one and group coaching
At least 10 years of experience as an Advisor, Financial Consultant, and/or Coach
Bachelor’s Degree, Masters Preferred
Call center and/or virtual coaching experience
Extensive knowledge of TIAA’s organization, operating model, products, services, systems and tools, policies and procedures; IAS scorecards
Excellent communication skills (oral, written, interpersonal)
Demonstrated ability to give and receive feedback
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Job: Client Services
Primary Location: NC-Charlotte
Req ID: 1712286