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Launch Specialist
A company is looking for a Launch Specialist. Key Responsibilities Own and maintain the execution and improvement of the onboarding process for new financial advisors Establish relationships with new financial advisors and provide ongoing support and coaching throughout their first six months Track performance metrics and provide insights and reports to leadership regarding the onboarding process Required Qualifications Bachelor's Degree or equivalent experience required 3+ years of industry experience preferred, with a focus on sales and coaching Experience in organizing and prioritizing multiple projects Proficiency in Microsoft Office and ability to learn new software systems Ability to adapt to changing priorities and manage conflict effectively
A company is looking for a Launch Specialist.
Key Responsibilities
Own and maintain the execution and improvement of the onboarding process for new financial advisors
Establish relationships with new financial advisors and provide ongoing support and coaching throughout their first six months
Track performance metrics and provide insights and reports to leadership regarding the onboarding process
Required Qualifications
Bachelor's Degree or equivalent experience required
3+ years of industry experience preferred, with a focus on sales and coaching
Experience in organizing and prioritizing multiple projects
Proficiency in Microsoft Office and ability to learn new software systems
Ability to adapt to changing priorities and manage conflict effectively