Internal Consultant Job Description

Internal Consultant Job Description

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Internal consultant provides a referable advisor experience while answering inbound advisor calls addressing product features, benefits, proposals, competitive analysis, product positioning and sales strategies for fee-based platforms (Active Portfolios, SPS Advantage/Advisor, Select Separate Accounts, UMA and Vista via Envestnet) and Capital Markets Strategies (Securities Based Lending, Structured Products, Syndicates, and Alternative Investments).

Internal Consultant Duties & Responsibilities

To write an effective internal consultant job description, begin by listing detailed duties, responsibilities and expectations. We have included internal consultant job description templates that you can modify and use.

Sample responsibilities for this position include:

Develop and maintain in-depth knowledge of financial markets, Delaware Investments products and services and competitive landscape
Adhere to the set Service level agreement (SLA) with regards to turn-around times on quotations that must be delivered queries that must be solved
Demonstrate role-specific competencies on a consistent basis
Provide counsel to functional leads regarding all communications activities
Develop and gain management approval for strategic communications plans
Collaborate with global and regional colleagues to create and execute communications materials related to platform alignment
Create updates for dissemination to all GIS promise users/employees via various mediums
Provide support for the solution center for customer care
Manage incoming issues/problems and requests
Prepare and facilitate formal communication to users and customer communities

Internal Consultant Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Internal Consultant

List any licenses or certifications required by the position: CIA, CPA, CISA, BA, CFE, CRMA, CISM, CISSP, PMP, SOC

Education for Internal Consultant

Typically a job would require a certain level of education.

Employers hiring for the internal consultant job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in Finance, Accounting, Business, Communications, Economics, Education, Journalism, Information Systems, Business/Administration, Accountancy

Skills for Internal Consultant

Desired skills for internal consultant include:

General brokerage background helpful
Delaware Investments products and services and competitive landscape
Financial marketplace
Financial markets
Platforms
Structure and major initiative
Banking regulations and generally accepted accounting principles
Life insurance and annuity products
Responsible for discussing Delaware Investments’ broad array of products across all disciplines
Advisory/fee-based platforms

Desired experience for internal consultant includes:

Local industry accreditation ACIB (Associate of the Chartered Institute of Bankers)
Manage Key SC documentation
Provide Management of change support
Polished and professional demeanors
Developing strategic communications plans, employee meetings, and other presentations
Taking into account unique employee needs/concerns

Internal Consultant Examples

1

Internal Consultant Job Description

Job Description Example
Our innovative and growing company is looking for an internal consultant. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for internal consultant
  • 5-10% Travel – Travel with RD to help present Delaware Investments' products and services
  • Make a minimum number of outbound sales calls per day and handle associated issues
  • Maintain contact relationship management database (SalesLogix) used by the company Sales Team to track meetings, advisor information
  • Coordinate weekly meeting schedule for the RC
  • Follow-up with leads, coordinate pre and post sales deliverables, and manage the frequency & consistency of territory support
  • Adhere to the highest levels of integrity and professional conduct
  • Develop relationships with both new and existing stakeholders and networking effectively to pipeline leading talent for the business
  • Managing a timely and consultative recruitment delivery service
  • Identify and utilise relevant sources for candidate attraction such as job boards, database utilisation, talent pooling, social media, headhunting and networking
  • Manage the end-to-end recruitment process with each vacancy, utilising support teams where necessary and supplier engagement
Qualifications for internal consultant
  • Pursuit of MBA a plus
  • CFA, CIMA or similar certification a plus
  • CPA, CISA and/or CIA preferred
  • Minimum of 5-8 years relevant financial audit/internal audit/SOX compliance work experience in public accounting
  • Bachelor’s degree in Accounting, Finance, or Business with an emphasis on accounting/finance
  • Minimum of 5-8 years relevant financial audit/internal audit/SOX compliance work experience
2

Internal Consultant Job Description

Job Description Example
Our company is looking for an internal consultant. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for internal consultant
  • They will be responsible for performing major segments of the engagement under the supervisor of a Senior Associate/Manager
  • This will include developing process documentation, identifying internal controls, performing internal control testing, and following through with corrective action plans
  • Candidate will need a keen eye for detail when conducting internal control testing and filling out test reports
  • Conduct internal audits according to established Institute of Internal Auditors’ Professional Standards and departmental policies and procedures
  • Assist with the investigation and documentation of reported compliance incidents
  • Carries out responsibilities in compliance with all state and federal regulations and guidelines
  • Develop and maintain relationships with both new and existing clients within the business and encourage inclusion in resource planning for their business
  • Work in conjunction with other Recruiters, Sourcing Specialists and Attraction Manager to ensure fulfilment of all roles
  • Ensure all advertising complies with current legislation and is managed appropriately both internally and externally
  • Understanding of all accountable business and develop knowledge of current clients
Qualifications for internal consultant
  • Develops a thorough understanding of the sales process and utilizes it to assist in moving clients and opportunities to the next stage
  • Assesses the needs of each client by asking targeted, high impact questions and positions the appropriate product and/or service that meet those needs
  • Minimum three years general experience and three years industry/technology
  • Good working knowledge of PC and MS software
  • Proven resourcing / talent acquisition skills (end-to-end) from line manager briefings, search strategies and offer management in a large corporate or agency environment
  • An ability to provide compelling information to influence and negotiate with both hiring managers and candidates alike
3

Internal Consultant Job Description

Job Description Example
Our innovative and growing company is hiring for an internal consultant. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for internal consultant
  • Attend daily, weekly and monthly 1-1’s with Delivery Manager, providing KPI’s and analysis against personal performance
  • Perform and meet objectives and targets
  • Ensure 100% compliancy with the use of PeopleFluent ATS / Database to support the recruitment process
  • Adherence to all processes and procedures
  • Develop and maintain relationships with both new and existing stakeholders
  • Adherence to agreed recruitment delivery strategies, including vacancy management, detailed qualification of all roles, advertising, sourcing, candidate interviews, submission, offers and new starter process
  • Identify and utilise relevant sources for candidate attraction such as job boards, job events, database utilisation, talent pooling, social media, headhunting and networking etc
  • Manage end to end recruitment process with each role
  • Attend meetings with the hiring community off site as and when required
  • To work closely with all members of the internal and external sales team and drive delivery of both the monthly and annual sales target
Qualifications for internal consultant
  • Certifications such as CISA, CIA, CISSP and/or CPA
  • Travels with external partner to participate in face to face meetings with financial advisors
  • SEC Series 7 and 66 preferred, or must be obtain Series 7 within 90 days of hire & Series 66 within 6 months of hire
  • Be the final decision maker on how they develop their territory, what customers are targeted, how they engage with customers and which products are discussed
  • Develop business plans for all vacant territories to identify strategies to influence prescribing decisions based on previous sales history, competitive data and previous field call history
  • Partner with the field member and their regional business manager to provide detail knowledge transfer for a seamless customer transition, when the field vacancy is filled
4

Internal Consultant Job Description

Job Description Example
Our company is growing rapidly and is looking for an internal consultant. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for internal consultant
  • Identifies and develops plans for cross sell/up-sell opportunities within internal sales team
  • Works with team members to co-develop key deliverables/objectives on a campaign basis
  • Develops telesales campaigns including scripting, and features and benefits as related to individual customer needs
  • Develops an in-depth understanding of company and competitive products capitalising on competitors’ weaknesses in the proposal development process
  • Qualifies all incoming leads including web leads, trade shows, literature requests, and first time customer registrations
  • Distributes leads to field sales associates & telesales associates and tracks through the process, determining appropriate follow-up actions
  • Prepares and distributes hot lead/lead handling reports to senior sales manager
  • Conducts win/loss analyses on all closed sales
  • Performs data mining activities to uncover potential sales or relationship building opportunities
  • Advise the business on most cost effective and high quality sourcing channels to best meet their unique needs
Qualifications for internal consultant
  • Operate as a first contact for new initiatives for all top level customers
  • Ability to multitask, detail oriented and accurate in recording/handling project information
  • Competency interpreting sales metrics
  • Working knowledge of the pharmaceutical/device industry, and/or general knowledge of FDA’s promotional regulations
  • 1 year pharmaceutical experience
  • 1 year telesales experience
5

Internal Consultant Job Description

Job Description Example
Our growing company is hiring for an internal consultant. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for internal consultant
  • Harness data power
  • Drive best practice across selection processes, global mobility policy
  • Work in partnership with stakeholders to understand competitor and market intelligence
  • Contribute and share ideas on talent attraction strategies and process improvement
  • Use clinical operations skills as a method to lead focused and strategically critical engagements through interdisciplinary teams
  • Mentor site and system vice presidents regarding specific engagement teams and advancing internal customer relationships
  • Provide operational design for the AOS team
  • Be responsible for developing standards for the AOS team and during each engagement
  • 5 years’ experience of Six Sigma tools and Lean techniques
  • Demonstrated excellence in organizational and project management skills and ability to prioritize, plan and execute
Qualifications for internal consultant
  • PC literate - MS Word, MS Excel, and MS Outlook
  • BSc degree in Environmental Sciences or alternate science degree will be considered
  • Telesales or telemarketing experience in a business to business environment
  • Proven sales record preferred
  • In-depth knowledge of Microsoft Office products and the internet
  • Ability to maintain a business perspective in the establishment of project priorities

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