Channel Engagement Consultant

Role Overview

• This position serves as a key member of the Lending Programs team, supporting the execution of strategies that increase partner engagement and build staff confidence.
• As a subject matter expert for Lending Programs, the role collaborates closely with lending stakeholders to ensure alignment, awareness, and adoption of program initiatives.
• In support of Lending Programs, this position develops and executes solutions that advance partner and business office objectives.
• The consultant ensures engagement strategies align with stakeholder goals and broader organizational priorities, driving program utilization and impact.
• This role proactively identifies engagement levels, performance gaps, and key levers that influence program adoption and outcomes.
• Using these insights, the consultant recommends and implements targeted strategies to strengthen channel performance and enhance the overall effectiveness of Lending Programs.
• Understand business strategies, goals, objectives, and success measures for the business office and key stakeholders to ensure alignment of engagement efforts and program execution.
• Maintain awareness of emerging lending and financial‑services trends to provide insights and recommendations that strengthen Lending Programs and support internal and external partners.
• Build and sustain collaborative relationships with internal teams and partners to support seamless execution, effective communication, and aligned performance outcomes.
• Create compelling, strategic content (presentations, visual assets, engagement materials) to support program awareness, partner engagement, and performance improvement; utilize content‑development and/or graphic‑design experience to produce clear, effective deliverables.
• Use data, performance analytics, and partner feedback to identify engagement gaps, performance barriers, and key levers that influence program adoption and results.
• Recommend targeted solutions to address performance gaps—including opportunities related to processes, workflows, technology, and organizational alignment.
• Partner across the organization to align work accountabilities, resolve issues, refine processes, and support initiatives that improve partner behaviors and strengthen business outcomes.
• Demonstrate high standards of conduct consistent with organizational values, ensuring honesty, fairness, integrity, and adherence to policies and ethical practices.
• Ensure effective financial stewardship of resources to support a favorable return on investment.
• Track, measure, and communicate the impact of engagement and performance strategies using dashboards and other tools to influence teams and drive targeted outcomes.
• Lead or support projects or initiatives related to Lending Programs, including coordination of cross‑functional teams to deliver high‑quality results.

Requirements

• Bachelor’s degree in Marketing, Business Administration, Insurance, Training or Adult Education, or related field or equivalent work experience.
• Minimum of 5 years' experience within lending, training or marketing experience preferably in the financial services industry.
• High degree of professionalism as demonstrated in training, communication, consulting, leading, cross functional collaboration, interpersonal skills and customer service.
• Ability to effectively communicate, motivate, and influence others using multi channels, at both the customer and internal levels to execute strategic initiatives.
• Demonstrated strong assessment and consultation skills to recommend creative, targeted, and effective adult learning solutions for a wide variety of needs.
• In-depth understanding of the Financial Services industry, and market.
• Working knowledge of or demonstrated ability to quickly learn TruStage's products and services.
• Excellent interpersonal communication skills include influencing, consultation, collaboration skills, Analytical, problem solving, organization, and planning.
• Effective knowledge and application of communication competencies, especially oral and written communications, influence, and persuasion, coaching and development, results orientation, facilitation and teamwork.
• Demonstrated ability to proactively problem-solve focusing on both short and long-term solutions individually or within cross collaborative teamwork.
• Demonstrated ability to be a self-starter with a high sense of ownership for area of responsibility/expertise.
• For positions directly working with partners whereas selling, soliciting, or negotiating insurance products, Life and Health Insurance license (resident state) within 90 days of employment.
• Travel 25% of time.

Benefits

• medical
• dental
• vision
• employee assistance program
• life insurance
• disability plans
• parental leave
• paid time off
• 401k
• tuition reimbursement