Talent.com
Senior Business Consultant
Senior Business ConsultantOsaic • Omaha, NE, US
[error_messages.no_longer_accepting]
Senior Business Consultant

Senior Business Consultant

Osaic • Omaha, NE, US
[job_card.30_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

Senior Business Consultant

We have an opportunity for a Senior Business Consultant within the Osaic Academy's Business Coaching & Consulting team. The primary responsibility of this position is to provide coaching and consulting to Osaic's affiliated financial professionals to help them grow their business and deliver best-in-class advice to their clients. Additional responsibilities include conducting live and virtual educational sessions for financial professionals and support staff; facilitating virtual study groups; and providing subject-matter expertise on best practices and trends to support the team's on-going content development initiatives.

Responsibilities :

  • Provide consulting and coaching to financial professionals on a range of business issues, including business strategy, marketing and business development, client engagement, advice delivery, people management, and scalable workflows.
  • Conduct discovery on client needs, issues, obstacles, and resistance.
  • Contract with client, setting clear expectations of consultant's role vs. client's role.
  • Diagnose root causes of challenges.
  • Formulate recommendations for improvement.
  • Select and deliver appropriate tools and resources to help financial professionals achieve goals.
  • Provide authentic feedback and advice in coaching engagements.
  • Help teams manage through the change.
  • Hold customer accountable to their commitments.
  • Provide subject-matter expertise on best practices and trends to support the team's on-going content development initiatives. Gather and curate leading trends and real-life case scenarios.
  • Facilitate virtual and in-person training and educational sessions for financial professionals and support staff.
  • Lead and participate in sales campaigns for programs add develop relationships to promote BC&C programs.
  • Meet with prospective financial professionals regarding coaching programs and persuade them to affiliate with an Osaic firm.
  • Answer questions from customers about coaching programs. Match customer needs to the solutions provided by the coaching programs. Persuade customers to commit to a coaching engagement.
  • Conduct work style assessments for financial professionals and support staff. Interpret results and provide actionable feedback to individuals and teams.
  • Work on projects related to coaching programs and services, including conferences and events.

Education Requirements :

  • Bachelor's degree in finance, management or related field and / or equivalent professional experience.

    • Basic Requirements :

  • 10+ years' experience in financial services as a business coach / consultant.
  • Lead coaching programs and projects.
  • Facilitate group discussions, activities and training programs.
  • Train and mentor fellow coaches.
  • Represent BC&C team in internal and external presentations and training.
  • Ability to communicate with co-workers, customers, and various business contacts in a courteous and professional manner.
  • Ability to deliver difficult messages while maintaining counter-parties dignity and motivation.
  • Strong consulting and coaching skills.
  • Aptitude to analyze information and behavior and develop relevant solutions.
  • Ability to maintain confidentiality for clients.
  • Aptitude to make analytical and rule-based decisions.
  • Capacity to organize, prioritize, reprioritize, and handle multiple tasks.
  • Ability to plan and implement organizational goals and objectives.
  • Capableness to project a strong customer service focus utilizing empathy, patience, and the desire for positive closure (agreement).
  • Knowledge of adult training methods, practices, and techniques.
  • Skill in conducting effective presentations and workshops; excellent verbal and written communication.
  • Skill in operating personal computers and various software packages (Microsoft Office, Outlook, Excel, PowerPoint, etc.).
  • Skill in research and problem-solving techniques.
  • Ability to travel approximately 15 weeks annually.

    • Preferred Requirements :

  • Industry certifications (Series 7, 65) or designations (CFP, ChFC).
  • Certificate programs related to business coaching and / or consulting are a plus.
  • Certifications in personality assessments (e.g., ProScan, MBTI, DiSC etc.).
    • [job_alerts.create_a_job]

    Senior Consultant • Omaha, NE, US

    [internal_linking.related_jobs]
    Senior Manager, Business Development, Cell & Gene Therapies

    Senior Manager, Business Development, Cell & Gene Therapies

    Fresenius Kabi USA, LLC • Omaha, NE, United States
    [job_card.full_time]
    The Senior Manager, Business Development, will play a critical role in driving global sales and business development strategy for our cutting-edge Cell and Gene Therapies (CGT) Technologies divisio...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Sales Consultant

    Sales Consultant

    Everlight Solar • Omaha, NE, US
    [job_card.full_time]
    If you're a go-getter, we'll teach you everything you need to succeed.Want to join the fastest growing residential-solar company in the USA?. In the fastest growing industry in the world?.Everlight ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Senior Staff Consultant

    Senior Staff Consultant

    Engineering Systems Inc • Omaha, Nebraska, USA
    [job_card.full_time]
    Compensation will be made up of a competitive base salary as well as bonus potential determined by your own individual performance and the performance of the organization overall.ESi) is an enginee...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted] • [new]
    Senior Business Development IT Sales

    Senior Business Development IT Sales

    Fortray Global Services • Omaha, NE, US
    [job_card.permanent]
    Senior Business Development Manager- IT Sales.With over two decades of expertise, Fortray excels in IT Recruitment, Training, and Services. As IT Recruiters, we connect top talent with global opport...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Sales Consultant, FuturePlan (CT, RI, & West Chester, NY - Territory)

    Sales Consultant, FuturePlan (CT, RI, & West Chester, NY - Territory)

    Ascensus • Omaha, NE, US
    [job_card.full_time]
    Vice President, Sales Consultant.FuturePlan is the nation's largest third-party administrator (TPA) of retirement plans, partnering with advisors in all 50 states. FuturePlan delivers the best of bo...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Sr. Lead Trust & Consumer Consultant

    Sr. Lead Trust & Consumer Consultant

    LinkedIn • Omaha, Nebraska, USA
    [job_card.full_time]
    At LinkedIn our approach to flexible work is centered on trust and optimized for culture connection clarity and the evolving needs of our business. The work location of this role is hybrid meaning i...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Performance Audit Senior Consultant (Remote)

    Performance Audit Senior Consultant (Remote)

    Blue Cross Blue Shield Association • Omaha, NE, United States
    [filters.remote]
    [job_card.full_time]
    The role ensure Plans' operations handle customer interactions accurately and promptly, leaving a positive brand impression. Execute audit programs and validate reported results.Present updates and ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Sales Consultant

    Sales Consultant

    Omaha Staffing • Omaha, NE, US
    [job_card.full_time]
    Sales Consultant Opportunity At CarMax.Driven by the desire to provide an iconic customer experience, CarMax ensures customers can buy the vehicles they want in a way that suits them.That demands a...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Senior Performance Audit Consultant

    Senior Performance Audit Consultant

    Blue Cross Blue Shield companies • Omaha, NE, United States
    [job_card.full_time]
    Join our team as a Senior Performance Audit Consultant, where you will play a key role in ensuring that our operations handle customer interactions with accuracy and efficiency, leaving a positive ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Freelance Investor Relations Consultant Remote

    Freelance Investor Relations Consultant Remote

    CrowdPharm • Omaha, NE, US
    [filters.remote]
    [job_card.full_time]
    Freelance Investor Relations Consultant.Job : Investor Relations Consultant.Hot Iron Health is looking for a Freelance Investor Relations Consultant with expertise in investor relations and financia...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Senior Business Development Manager or BD Manager

    Senior Business Development Manager or BD Manager

    WuXi AppTec • Omaha, NE, US
    [job_card.full_time]
    Responsible for driving the company's continued growth and carrying the sales targets for Toxicology, DMPK, and Analytical service offerings from the Laboratory Testing Division.These services enco...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Sales Consultant

    Sales Consultant

    Nebraska Staffing • Omaha, NE, US
    [job_card.full_time]
    Carmax Sales Consultant Opportunity.Driven by the desire to provide an iconic customer experience, at CarMax, we ensure customers can buy the vehicles they want in a way that suits them.That demand...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Outside Insurance Sales Consultant

    Outside Insurance Sales Consultant

    Allstate Insurance • Omaha, NE, United States
    [job_card.full_time]
    At Allstate, great things happen when our people work together to protect families and their belongings from life's uncertainties. And for more than 90 years our innovative drive has kept us a step ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Technical Sales Consultant

    Technical Sales Consultant

    Fiserv • Omaha, Nebraska, USA
    [job_card.full_time]
    Calling all innovators find your future at Fiserv.Were Fiserv a global leader in Fintech and payments and we move money and information in a way that moves the world. We connect financial instituti...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Business Development Consultant OAT

    Business Development Consultant OAT

    Orion Advisor Solutions • Omaha, NE, US
    [job_card.full_time]
    Business Development Consultant OAT.As a Business Development Consultant OAT, you will be responsible for representing Orion in its sales efforts to promote its services to Registered Investment Ad...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Sr Business Development Partner (Heartland Territory- IA, NE, MO, KS)

    Sr Business Development Partner (Heartland Territory- IA, NE, MO, KS)

    Compeer Financial • Omaha, NE, United States
    [job_card.full_time]
    ProPartners Financial is the largest provider of credit programs for the direct sellers of crop inputs and seed in the nation with locations in St. Join us and be part of one of the most important a...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Business Growth Specialist

    Business Growth Specialist

    Omaha Staffing • Omaha, NE, US
    [job_card.full_time]
    As a Business Growth Specialist, you will support bundled, holistic planning services to large 401k plan sponsors.Offering onboarding, enrollment, financial planning outreach, separation, benefit a...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Sales Consultant

    Sales Consultant

    Victra - Verizon Wireless Premium Retailer • Missouri Valley, IA, US
    [job_card.full_time]
    Victra is Verizon's largest premium retailer in the United States.We are seeking Sales Consultants who deliver world-class service to Every Guest. From executing Victra's sales process to sharing yo...[show_more]
    [last_updated.last_updated_30]