Job Description

Description

Partner with Regional Product Consulting Directors (PCD) to drive high-impact advisor engagement through strategic scheduling, proactive calendar management, and operational excellence. As a Regional Scheduling Assistant (RSA) it is expected that you are able to drive structured advisor engagement, precise calendar optimization, and consistent adherence to scheduling processes and standards. The role combines high-volume proactive outreach, real-time Salesforce data management, and SOP-driven execution, ensuring a seamless advisor experience.

Strategic Scheduling & Advisor Engagement (40%)

  • Proactively contact advisors via phone/email to schedule meetings aligned to PCD’s priorities and advisor segmentation
  • Drive scheduling for:Focus advisors90-day no-contact advisorsRegional and National event follow-ups
  • Communicate value proposition effectively to increase advisor participation
  • Manage calendar conflicts, renegoti...

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