Regional Consultant Job Description

Regional Consultant Job Description

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Regional consultant provides guidance to executive leadership in the interpretation of company policies, state and federal labor laws, and company procedures and programs.

Regional Consultant Duties & Responsibilities

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

Sample responsibilities for this position include:

Educate producers/prospects on the investment solution
Follow-up phone calls, emails
Based in home office and travels throughout the region 1 week per month or as needed and conducts meetings in order to present information about PowerShares products and encourage new business
Support the Compliance team in helping ensure new Member Firm National IT Security Officers (NITSO) are onboarded appropriately and understand their responsibilities
Coordinate with the relevant IPG teams to assist member firms with remediation of issues with key controls, critical incidents, and other security requirements
Account/Territory Planning – through planning activities, identify accounts to target for growth opportunities against enterprise solutions
Salesforce.com – adoption as the primary CRM application to drive sales performance, planning, management of leads, accounts, opportunities and manage all sales activity
Understanding our firm’s mission and values product offerings in the U.S. retail market
Build custom portfolio construction and mutual fund analyses for financial advisors, complete RFPs, RFIs, DDQs
Learn full line of Research & Learning products including features, benefits, pricing, intended use, value proposition and competitive position in order to effectively serve clients by attending and engaging fully in standard one week product training session for new hires

Regional Consultant Qualifications

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

Licensing or Certifications for Regional Consultant

List any licenses or certifications required by the position: CFP, ITIL, SANS, FRM, CFA, ACDX, ACMX, ACCX, PRMIA, GARP

Education for Regional Consultant

Typically a job would require a certain level of education.

Employers hiring for the regional consultant job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Collage Degree in Business, Marketing, Finance, Accounting, MBA, Agriculture, Manufacturing, Associates, Management, Economics

Skills for Regional Consultant

Desired skills for regional consultant include:

PowerPoint
Excel and MS Word
Educational pedagogy
Performance data
Statistics
Experience applying complex federal and state laws
Regulations
Daily operations of foster care and adoption programs
Effectively presenting the Quarterly Market Update within 90 days of hire
Family engagement practices

Desired experience for regional consultant includes:

Minimum four years of business experience
Knowledge of regional issues and structures with the ability to work with people from many different cultural backgrounds
Bachelor’s degree or equivalent practical experience in journalism, communications, marketing, public relations, English or related liberal arts field
Initiating continuous improvement of Mercer’s approach to clinical assessments reviews of TPA, HM vendor evaluations, onsite health clinic reviews and care management consulting services development of disease management and lifestyle intervention services
Identify and develop local health management and flex opportunities, leveraging local broking clients, regional relationships and clients
Manage assigned account list that supports a healthy sales pipeline by reviewing target list provided

Regional Consultant Examples

1

Regional Consultant Job Description

Job Description Example
Our company is looking for a regional 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 regional consultant
  • Drive new account/customer development to meet weekly, monthly, and annual sales goals
  • Approximately 80% of work time will be spent on sales activities
  • Achieve profitability targets, including monthly and annual sales goals
  • Develop and implement appropriate sales and marketing strategies
  • Sell full line of Research & Learning products including features, benefits, pricing, intended use, value proposition and competitive position in order to effectively serve clients by attending and engaging fully in standard one week product training session for new hires
  • Proactively identify and assess project risk and produces actions to resolve or contingency plans
  • Value added to the success of the company - what are the main objectives of the function? Has long standing relationships with key customers and in-depth knowledge of the disease state, key drivers, influencers and prescribing patterns in their territory
  • Responsible for the design and development of procedures impacting the application process sales interactions, testing, training and recruitment efforts
  • Responsible for implementing digital solutions in the K12 classroom
  • Position involves lifting, setting up and breaking down conference materials
Qualifications for regional consultant
  • Bachelor's Degree in business, accounting, marketing, or related field
  • Demonstrated knowledge of and skill in conceptualizing processes and applying PC applications/ systems across an entire organization
  • Demonstrated knowledge of and skill in oral communication, written communication, problem solving, analysis, project management, quality management, systems thinking, group presentations, group process facilitation, influence, and customer service
  • Demonstrated knowledge of regulatory standards and quality experience with regulatory surveys
  • Demonstrated knowledge of and skill in word processing, spreadsheet, presentations, process mapping and database PC applications
  • Requires Bachelor's degree or equivalent, plus 1 year of related experience required
2

Regional Consultant Job Description

Job Description Example
Our company is looking for a regional consultant. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for regional consultant
  • Oversee and manage compliance log and branch client files
  • Assist OSJ in achieving sales and asset retention goals
  • Ensure excellence in operational and administrative processes for benefits programs
  • Develop relationships with benefits recordkeepers, administrators, and other service providers throughout APAC, and manage these relationships on a day-to-day basis along with local HR resources in the respective countries where they exist
  • Establishes and documents administrative procedures associated with each benefit program and ensures processes are well coordinated and efficiently aligned between payroll, HRServices and other teams
  • Help to develop recommendations for enhancements/changes to benefit programs
  • Coordinate the execution of plan documents, service agreements and other renewal acceptance and contracts
  • Monitor costs and prepare forecasts for benefit expenses
  • Communication of new benefit initiatives
  • Stay abreast of local country trends and regulatory issues surrounding benefit plan design and administration
Qualifications for regional consultant
  • You have demonstrated Territory, Project and Time Management skills
  • You have demonstrated Sales, Presentation and Negotiation skills
  • You bring excellent written and verbal communication skills
  • You have the ability to work independently in a fast paced Sales environment
  • 2+ years financial services experience in a sales capacity preferred
  • Bachelor's degree or above or evidence of exceptional ability
3

Regional Consultant Job Description

Job Description Example
Our growing company is looking to fill the role of regional 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 regional consultant
  • Provide technical research and analysis on complex benefit issues
  • Act as a resource to local management and Human Resource Business Partners in addressing various benefit matters
  • Interface directly with colleagues on escalated benefits questions and concerns
  • Drive adoption of provider electronic payments
  • Advice and guidance to Managers and Members on HR Policies and procedures, particularly in relation to absence, inc. sickness, maternity, paternity, sabbatical Contracts and contract changes, data protection and member exits works as an escalation point for the team on more complex or challenging cases
  • Producing HR Reporting - Which can include reporting on sickness absence, HR metrics, Flexible Benefits, Share Purchase Plans, Sports & Social
  • Improve TAA market share within the territory by identifying departments/business lines in target accounts
  • Managing the regional and local marketing solutions performances across the region
  • Build, monitor and analyze Marketing solutions performances dashboards and challenge and advise teams towards higher achievements
  • Actively searching for innovative ways to further develop the Marketing Solutions and remains competitive on the market vs
Qualifications for regional consultant
  • Highly flexible regarding work days and hours
  • Strong one-on-one customer interfacing knowledge
  • Relevant automotive experience preferred but not mandatory, strong knowledge and experience within the target market under consideration
  • MS Access and other desktop software a plus
  • Responsible for working with the facility to ensure resident trust funds are handled in accordance with State regulation and company policy and properly maintained in AHT
  • Responsible for conducting semi-annual internal audits related to the facility business office to verify the accuracy and completeness of information maintained by the facility business office staff
4

Regional Consultant Job Description

Job Description Example
Our growing company is searching for experienced candidates for the position of regional consultant. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for regional consultant
  • Develop detailed tailor made marketing plans for premium partners
  • Support the regional head of Marketing Solutions in the coordination of business processes (Finance processes, HR management, technical support)
  • Manages assigned account list that supports a healthy sales pipeline by reviewing target list provided
  • Drives new account/customer development to meet weekly, monthly, and annual sales goals planning and conducting prospecting/introductory calls with sufficient volume to establish full calendar of in-person meetings
  • Participation in and lead public seminars
  • Joint sales call activities with brokers
  • Provide product promotion and sales support through office visits, product and sales training
  • Responsible for territorial routing, scheduling priorities, production projections, production goals, manage to an expense budget and account grading
  • Develop and maintain a positive working relationship with the department heads, regional and branch managers
  • Business analysis and development of territorial sales plans to achieve new business objectives on a profitable basis
Qualifications for regional consultant
  • Have a broad and comprehensive knowledge of life, annuity, and disability insurance and investment products, and knowledge of applying those products in sales situations
  • University degree in economics, business administration and engineering, engineering with additional economical qualification or equivalent
  • Minimum 10-12 years of combined experience in Automotive Industry and Consulting environment
  • Strategic and business planning expertise in addition to strong entrepreneurial spirit
  • Experience in a leadership position with responsibility for employees preferred
  • Very good knowledge of project management skills, tools and techniques
5

Regional Consultant Job Description

Job Description Example
Our growing company is searching for experienced candidates for the position of regional consultant. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for regional consultant
  • Utilize Business Objects to run monthly reports for RVP
  • Working with the R-UNDG in ensuring the latest UN Reform directives and initiatives are communicated, implemented, monitored and reported, with production of materials for the R-UNDG Secretariat
  • Provide technical and quality assurance knowledge management materials and tools to the Peer Support Group (PSG), ensuring participation of R-UNDG members on common country programming processes, including roadmaps, country analyses, UNDAFs/One Programmes/ISFs/Crisis Plans, implementation and M&E
  • Analysis of RCs/UNCTs’ strategic programming approaches, including preparation and implementation of common country programming processes and products, in particular the DaO SOPs tracking
  • Provide technical support materials for the Secretariat in support to R-UNDG inter-agency initiatives and working groups for the advancement of R-UNDG programmatic priorities in the areas of the 2030 Agenda, Youth, Gender, Resilience, Social Protection, PVE and Human Rights, with particular support to SDG tracking of UNCT support needs
  • Consolidation and preparation of UNDG, UN Reform developments and good practices for target audiences including RCs/UNCTs/RCOs, regional staff, and R-UNDG about recent developments and good practices
  • Facilitate experience sharing among RC Offices by consolidating and disseminating lessons learnt and supporting technical knowledge
  • Develop knowledge management process/system for the R-UNDG Secretariat, including maintenance R-UNDG website, intranet, databases, mailing list
  • Organizing workshops/ training to the R-UNDG Secretariat, upon request required
  • Preparation of R-UNDG summary notes, speakers notes, talking points, and speeches for meetings/events etc
Qualifications for regional consultant
  • Good command of Human Relations skills (team skills, conflict management), Communication skills, (moderation, presentation and negotiation techniques) intercultural competence
  • Business fluent in English, written & spoken, German and Spanish desirable
  • Strong interest and willingness to travel domestic and international (Approximately 30%)
  • Proactive, persuasive, self­motivated personality with a strong commitment to team work
  • Must have understand how investment product manufacturers
  • The ability to develop effective relations is essential, as stakeholder engagement skills will be the key to your success in this role, particularly at a senior level

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