Internal consultant job description
Updated March 14, 2024
12 min read
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Example internal consultant requirements on a job description
Internal consultant requirements can be divided into technical requirements and required soft skills. The lists below show the most common requirements included in internal consultant job postings.
Sample internal consultant requirements
- Bachelor's degree in business, economics or relevant field.
- Previous experience as an internal consultant or similar role.
- Familiarity with consulting methodologies and approaches.
- Excellent project management, analytical and problem-solving skills.
- Strong communication, presentation and negotiation skills.
Sample required internal consultant soft skills
- Creative and strategic thinking.
- Ability to work independently and as part of a team.
- Excellent time management skills.
- High level of self-motivation and initiative.
- Ability to adapt to a changing environment.
Internal consultant job description example 1
Primerica internal consultant job description
Join Our Team
In 2022, the Atlanta Journal-Constitution named the Primerica one of the best places to work for the ninth consecutive year. Also in 2022, Primerica was named one of the Best Employers for Diversity by Forbes for the second consecutive year. Forbes also named Primerica as one of America's best Insurance companies for 2022. Primerica ranks 6th among 25 companies included in the Term Life Insurance category. Over the past seven years Primerica has consistently been voted Best Employer by Gwinnett Magazine in its special "Best of Gwinnett" winner editions. Primerica is a great place to work! Join our team to experience what it's like to work at “one of the best places to work in the metro Atlanta”.
About this Position
The incumbent will be responsible for training the securities licensing sales force. This position will report to the VP, Securities Licensing & Training. Knowledge of PFS Investments products and has extensive industry knowledge. Communicates with high internal and external company representatives and field members. Coordinates and communicates product/process changes and enhancements to the PFS Investments sales force via formal presentations, webinars, conference calls and print materials.
This is hybrid position that requires working onsite at our Duluth, Georgia office and remotely multiple days each week.
Responsibilities & Qualifications
Job Duties and Responsibilities
Create and deliver effective sales presentations (in person, webinar, or conference call) to train securities sales force on investment products, sales tools, procedures, and initiatives Coordinate with Training & Development and PFS Investments Sales Force to record training by securities sales force.Serves as liaison between Primerica sales force and the Primerica Home Office Occasional offsite travel to Company and Field sponsored events to present promotional and education material to Primerica RepsMakes presentations regarding product and features offered by PFS InvestmentsInsures all materials produced and/or presented for presentations are reviewed by the applicable review authorities e.g. ComplianceProtects the company's authority to do business by complying with legal and ethical standards, policies and procedures Is familiar with state regulatory changes regarding education requirements and licensing changes which directly affect the product line(s) Must be willing to work some non-traditional hours including nights and weekends. Must be willing to have some travel and can speak in front of large audiences. Required Qualifications3-5 years of product marketing or investment related business experience Exceptional oral and written communication skills and effective listening skills Ability to multitask and manage multiple priorities and projects Excellent leadership skills Demonstrates initiative, creativity and resourcefulness Self-starter and highly motivated team player Experience in developing client and field communications/presentations Proficient in Microsoft Word, Excel, PowerPoint, and TeamsProficient in ZoomUnderstanding of company workflow and overall system processing Ability to communicate with high level company officials, all levels of Primerica field members and members of affiliate companies Series 6 & 63 preferred
FLSA status:This position is exempt (not eligible for overtime pay):
Yes
Our Benefits:
Day one health, dental, and vision insurance 401(k) Plan with competitive employer match Vacation, sick, holiday and volunteer time off Life and disability insurance Flexible Savings Account & Health Savings AccountProfessional development Tuition reimbursement Company-sponsored social and philanthropy events
It has been and will continue to be the policy of Primerica, Inc., and its subsidiaries to be an Equal Opportunity Employer. We provide equal opportunity to all qualified individuals regardless of race, sex, color, religious creed, religion, national origin, citizenship status, age, disability, pregnancy, ancestry, military service or veteran status, genetic or carrier status, marital status, sexual orientation, or any classification protected by applicable federal, state or local laws.
At Primerica, we believe that diversity and inclusion are critical to our future and our mission - creating a foundation for a creative workplace that leads to innovation, growth, and profitability. Through a variety of programs and initiatives, we invest in each employee, seeking to ensure that our people are not only respected as individuals, but also truly valued for their unique perspectives.
In 2022, the Atlanta Journal-Constitution named the Primerica one of the best places to work for the ninth consecutive year. Also in 2022, Primerica was named one of the Best Employers for Diversity by Forbes for the second consecutive year. Forbes also named Primerica as one of America's best Insurance companies for 2022. Primerica ranks 6th among 25 companies included in the Term Life Insurance category. Over the past seven years Primerica has consistently been voted Best Employer by Gwinnett Magazine in its special "Best of Gwinnett" winner editions. Primerica is a great place to work! Join our team to experience what it's like to work at “one of the best places to work in the metro Atlanta”.
About this Position
The incumbent will be responsible for training the securities licensing sales force. This position will report to the VP, Securities Licensing & Training. Knowledge of PFS Investments products and has extensive industry knowledge. Communicates with high internal and external company representatives and field members. Coordinates and communicates product/process changes and enhancements to the PFS Investments sales force via formal presentations, webinars, conference calls and print materials.
This is hybrid position that requires working onsite at our Duluth, Georgia office and remotely multiple days each week.
Responsibilities & Qualifications
Job Duties and Responsibilities
Create and deliver effective sales presentations (in person, webinar, or conference call) to train securities sales force on investment products, sales tools, procedures, and initiatives Coordinate with Training & Development and PFS Investments Sales Force to record training by securities sales force.Serves as liaison between Primerica sales force and the Primerica Home Office Occasional offsite travel to Company and Field sponsored events to present promotional and education material to Primerica RepsMakes presentations regarding product and features offered by PFS InvestmentsInsures all materials produced and/or presented for presentations are reviewed by the applicable review authorities e.g. ComplianceProtects the company's authority to do business by complying with legal and ethical standards, policies and procedures Is familiar with state regulatory changes regarding education requirements and licensing changes which directly affect the product line(s) Must be willing to work some non-traditional hours including nights and weekends. Must be willing to have some travel and can speak in front of large audiences. Required Qualifications3-5 years of product marketing or investment related business experience Exceptional oral and written communication skills and effective listening skills Ability to multitask and manage multiple priorities and projects Excellent leadership skills Demonstrates initiative, creativity and resourcefulness Self-starter and highly motivated team player Experience in developing client and field communications/presentations Proficient in Microsoft Word, Excel, PowerPoint, and TeamsProficient in ZoomUnderstanding of company workflow and overall system processing Ability to communicate with high level company officials, all levels of Primerica field members and members of affiliate companies Series 6 & 63 preferred
FLSA status:This position is exempt (not eligible for overtime pay):
Yes
Our Benefits:
Day one health, dental, and vision insurance 401(k) Plan with competitive employer match Vacation, sick, holiday and volunteer time off Life and disability insurance Flexible Savings Account & Health Savings AccountProfessional development Tuition reimbursement Company-sponsored social and philanthropy events
It has been and will continue to be the policy of Primerica, Inc., and its subsidiaries to be an Equal Opportunity Employer. We provide equal opportunity to all qualified individuals regardless of race, sex, color, religious creed, religion, national origin, citizenship status, age, disability, pregnancy, ancestry, military service or veteran status, genetic or carrier status, marital status, sexual orientation, or any classification protected by applicable federal, state or local laws.
At Primerica, we believe that diversity and inclusion are critical to our future and our mission - creating a foundation for a creative workplace that leads to innovation, growth, and profitability. Through a variety of programs and initiatives, we invest in each employee, seeking to ensure that our people are not only respected as individuals, but also truly valued for their unique perspectives.
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Internal consultant job description example 2
The Vanguard Group internal consultant job description
As an Internal Sales Consultant, you'll partner with an External Sales Executive to drive new business development and build relationships in either a Broker Dealer / Wirehouse channel or RIA (Registered Investment Advisor) channel within a geographic territory. Our Internal Sales Consultants are influential experts who proactively ask for clients' business to enable mutually beneficial partnerships. This role is best for strategic thinkers who can uncover needs and provide the right solutions.
How you'll spend your days:
As an Internal Sales Consultant, you'll spend your days building, growing, and maintaining advisor relationships by developing a thorough understanding of their business. Asking targeted, high impact questions will allow you to position value-added Vanguard offerings through consultative sales conversations. You'll raise awareness of Vanguard's investment products and services by delivering key messages through targeted prospecting activities, including cold calls and virtual communications.
Applying your deep knowledge of the capital markets, the investment management industry, and marketplace developments, you'll become a trusted advisor to both clients and prospective clients. You'll help achieve sales goals by engaging with external partners to uncover sales opportunities, position Vanguard products and services, and close new business within the territory.
Developing a thorough understanding of the sales process, you'll move clients and prospects through the process with efficiency and clarity, thus creating promoters of Vanguard. During travels with the external partner, you'll participate in face to face meetings with advisors and support the External Sales Executive in the development and execution of a strategic business plan.
Duties and Responsibilities
Achieves sales and sales activity goals as set by leadership team. Identifies opportunities and moves clients through the sales process creating promoters of Vanguard. Actively engages with external partner to uncover new Vanguard assets. Drives results and raises awareness of Vanguard's investment products and services by delivering key messages through targeted prospecting activities including cold calls and virtual communications.Builds, grows, and maintains advisor relationships by developing a thorough understanding of Vanguards value added offerings and successfully position these services to advisors.Develops a thorough understanding of the sales process and utilizes it to assist in moving clients and opportunities to the next stage. Partner with External Sales executive to close new business within the territory.Travels occasionally with external partner to participate in face to face meetings with advisors.Supports the External Sales Executive in the development and execution of a strategic business plan to generate assets and grow share in the territory.Develops a thorough understanding of the capital markets, the investment management industry, and marketplace developments. Utilizes this knowledge to be a trusted advisor to client and prospective clients, and positions vanguard products and services effectively.Assesses the needs of each client by asking targeted, high impact questions and positions the appropriate product and/or service that meet those needs. Asks for the client's business.Proactively supports broader corporate initiatives and participates in special projects and other duties as assigned.
Qualifications
Undergraduate degree or equivalent combination of training and experience, including wholesaling experience, is preferred.Minimum three years general experience and three years industry experience. Financial services or wholesaling experience preferred.Understanding of and passion for the sales process.Excellent verbal and written communications skills.Excellent organizational and follow up skills. Ability to handle multiple responsibilities simultaneously.Demonstrated professional presence, poise, and strong presentation skills.High energy, motivated individual, committed to excellence.Good working knowledge of PC and MS software. Understanding of CRM systems.Currently holds Series 7 and 63 licenses, or ability to obtain within 90 days.
Special Factors
If you are offered and accept this position, and you do not have the necessary FINRA licenses for the role, then you must obtain the required licenses within the specified period of time as outlined by Vanguard's FINRA Licensing Policy. Additionally, if you are not currently registered with FINRA in any capacity, prior to moving into this licensed role, you will be asked to provide authorization for Vanguard to conduct a full background check, including criminal, employment/education history, credit and public records search in accordance with the FINRA regulations.
Special Factor
Vanguard is not offering visa sponsorship for this position.
About Vanguard
We are Vanguard. Together, we're changing the way the world invests.
For us, investing doesn't just end in value. It starts with values. Because when you invest with courage, when you invest with clarity, and when you invest with care, you can get so much more in return. We invest with purpose - and that's how we've become a global market leader. Here, we grow by doing the right thing for the people we serve. And so can you.
We want to make success accessible to everyone. This is our opportunity. Let's make it count.
Inclusion Statement
Vanguard's continued commitment to diversity and inclusion is firmly rooted in our culture. Every decision we make to best serve our clients, crew (internally employees are referred to as crew), and communities is guided by one simple statement: “Do the right thing.”
We believe that a critical aspect of doing the right thing requires building diverse, inclusive, and highly effective teams of individuals who are as unique as the clients they serve. We empower our crew to contribute their distinct strengths to achieving Vanguard's core purpose through our values.
When all crew members feel valued and included, our ability to collaborate and innovate is amplified, and we are united in delivering on Vanguard's core purpose.
Our core purpose: To take a stand for all investors, to treat them fairly, and to give them the best chance for investment success.
Future of Work
During the pandemic, we transitioned to a work from home model for the majority of our crew and we continue to interview, hire, and on-board future crew remotely.
As we have developed the path forward, we have taken a thoughtful approach that both maximizes the advantages of working remotely and the many benefits of coming together and collaborating in a shared workspace. We believe that in-person interactions among our crew are important for preserving our unique culture and advantageous for the personal development of our crew.
When our Crew return to the office, many will work in our hybrid model. A smaller proportion of our crew will operate in the Work from Home work model (for example, field sales crew); or in the Work from Office model (for example, portfolio managers).
The working model that your role falls into will be communicated to you in the interview process - please do ask if you are unsure. We encourage you to make the decision regarding your job interview and offer knowing which model your role will fall into. We will test and learn as our ways of working evolve and will continue to evaluate working models along the way.
How you'll spend your days:
As an Internal Sales Consultant, you'll spend your days building, growing, and maintaining advisor relationships by developing a thorough understanding of their business. Asking targeted, high impact questions will allow you to position value-added Vanguard offerings through consultative sales conversations. You'll raise awareness of Vanguard's investment products and services by delivering key messages through targeted prospecting activities, including cold calls and virtual communications.
Applying your deep knowledge of the capital markets, the investment management industry, and marketplace developments, you'll become a trusted advisor to both clients and prospective clients. You'll help achieve sales goals by engaging with external partners to uncover sales opportunities, position Vanguard products and services, and close new business within the territory.
Developing a thorough understanding of the sales process, you'll move clients and prospects through the process with efficiency and clarity, thus creating promoters of Vanguard. During travels with the external partner, you'll participate in face to face meetings with advisors and support the External Sales Executive in the development and execution of a strategic business plan.
Duties and Responsibilities
Achieves sales and sales activity goals as set by leadership team. Identifies opportunities and moves clients through the sales process creating promoters of Vanguard. Actively engages with external partner to uncover new Vanguard assets. Drives results and raises awareness of Vanguard's investment products and services by delivering key messages through targeted prospecting activities including cold calls and virtual communications.Builds, grows, and maintains advisor relationships by developing a thorough understanding of Vanguards value added offerings and successfully position these services to advisors.Develops a thorough understanding of the sales process and utilizes it to assist in moving clients and opportunities to the next stage. Partner with External Sales executive to close new business within the territory.Travels occasionally with external partner to participate in face to face meetings with advisors.Supports the External Sales Executive in the development and execution of a strategic business plan to generate assets and grow share in the territory.Develops a thorough understanding of the capital markets, the investment management industry, and marketplace developments. Utilizes this knowledge to be a trusted advisor to client and prospective clients, and positions vanguard products and services effectively.Assesses the needs of each client by asking targeted, high impact questions and positions the appropriate product and/or service that meet those needs. Asks for the client's business.Proactively supports broader corporate initiatives and participates in special projects and other duties as assigned.
Qualifications
Undergraduate degree or equivalent combination of training and experience, including wholesaling experience, is preferred.Minimum three years general experience and three years industry experience. Financial services or wholesaling experience preferred.Understanding of and passion for the sales process.Excellent verbal and written communications skills.Excellent organizational and follow up skills. Ability to handle multiple responsibilities simultaneously.Demonstrated professional presence, poise, and strong presentation skills.High energy, motivated individual, committed to excellence.Good working knowledge of PC and MS software. Understanding of CRM systems.Currently holds Series 7 and 63 licenses, or ability to obtain within 90 days.
Special Factors
If you are offered and accept this position, and you do not have the necessary FINRA licenses for the role, then you must obtain the required licenses within the specified period of time as outlined by Vanguard's FINRA Licensing Policy. Additionally, if you are not currently registered with FINRA in any capacity, prior to moving into this licensed role, you will be asked to provide authorization for Vanguard to conduct a full background check, including criminal, employment/education history, credit and public records search in accordance with the FINRA regulations.
Special Factor
Vanguard is not offering visa sponsorship for this position.
About Vanguard
We are Vanguard. Together, we're changing the way the world invests.
For us, investing doesn't just end in value. It starts with values. Because when you invest with courage, when you invest with clarity, and when you invest with care, you can get so much more in return. We invest with purpose - and that's how we've become a global market leader. Here, we grow by doing the right thing for the people we serve. And so can you.
We want to make success accessible to everyone. This is our opportunity. Let's make it count.
Inclusion Statement
Vanguard's continued commitment to diversity and inclusion is firmly rooted in our culture. Every decision we make to best serve our clients, crew (internally employees are referred to as crew), and communities is guided by one simple statement: “Do the right thing.”
We believe that a critical aspect of doing the right thing requires building diverse, inclusive, and highly effective teams of individuals who are as unique as the clients they serve. We empower our crew to contribute their distinct strengths to achieving Vanguard's core purpose through our values.
When all crew members feel valued and included, our ability to collaborate and innovate is amplified, and we are united in delivering on Vanguard's core purpose.
Our core purpose: To take a stand for all investors, to treat them fairly, and to give them the best chance for investment success.
Future of Work
During the pandemic, we transitioned to a work from home model for the majority of our crew and we continue to interview, hire, and on-board future crew remotely.
As we have developed the path forward, we have taken a thoughtful approach that both maximizes the advantages of working remotely and the many benefits of coming together and collaborating in a shared workspace. We believe that in-person interactions among our crew are important for preserving our unique culture and advantageous for the personal development of our crew.
When our Crew return to the office, many will work in our hybrid model. A smaller proportion of our crew will operate in the Work from Home work model (for example, field sales crew); or in the Work from Office model (for example, portfolio managers).
The working model that your role falls into will be communicated to you in the interview process - please do ask if you are unsure. We encourage you to make the decision regarding your job interview and offer knowing which model your role will fall into. We will test and learn as our ways of working evolve and will continue to evaluate working models along the way.
Dealing with hard-to-fill positions? Let us help.
Internal consultant job description example 3
Deloitte internal consultant job description
Join our team and begin tackling critical issues at all levels of government in a team-focused environment with an emphasis on personal and professional growth. Now more than ever, organizations need support to address pressing needs in accounting, budgeting/forecasting, financial reporting, assurance, and internal controls. Accounting & Internal Controls (A&IC) is well-positioned to help our clients address their most urgent finance transformation needs. If you are interested in helping organizations effectively managefinancial risks, then our team would be a great fit for you!
Work you'll do
+ Review and apply policies and procedures to test and document results of testing
+ Draft process documentation, presentations to client leadership, and meeting agendas
+ Perform analysis and diagnosis of client financial control issues and gaps
+ Design and implement technical solutions to improve financial management activities
+ Assist with accounting and financial reporting operations
+ Assist with implementation elements including technical policy, internal controls, process enhancement, technology, and data abstraction
+ Advise our clients on technical accounting and internal controls matters
The team
Deloitte's Government and Public Services (GPS) practice - our people, ideas, technology and outcomes-is designed for impact. Serving federal, state, & local government clients as well as public higher education institutions, our team of over 15,000+ professionals brings fresh perspective to help clients anticipate disruption, reimagine the possible, and fulfill their mission promise.
Our team provides resources to help clients manage their core accounting and financial reporting functions, as well as solutions to help them achieve their controls and finance transformation aspirations. Our professionals keep up with emerging regulatory guidance along with industry and business trends to assist financial organizations. We develop solutions to data complexities tohelp our clients achieve optimal finance transformation and meet their digital controllership goals and objectives.
Qualifications
Required:
+ Bachelor's Degree required in accounting, business, finance or another business-related field
+ 1+ year of Consulting experience in the following areas: business process improvement, financial management policies and procedures, or financial system integrations
+ Knowledge of and experience improving government accounting and transaction process, internal control ob jectives and generally accepted accounting principles
+ Knowledge of Sarbanes-Oxley and/or GASB documentation, testing and reporting requirements
+ Experience presenting to clients or other decision makers to present and sell ideas to various audiences (technical and non-technical)
+ Ability to travel 40%-50%, on average, based on work you do and the clients and the industries/sectors you serve
+ Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future
Preferred:
+ Experience having previously worked for a Big Four firm
+ Certified Public Accountant (CPA) certification
+ MBA
How you'll grow
At Deloitte, our professional development plan focuses on helping people at every level of their career to identify and use their strengths to do their best work every day. From entry-level employees to senior leaders, we believe there's always room to learn. We offer opportunities to help sharpen skills in addition to hands-on experience in the global, fast-changing business world. From on-the-job learning experiences to formal development programs, our professionals have a variety of opportunities to continue to grow throughout their career.
#IND:GPS
#LI-RH1
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.
Work you'll do
+ Review and apply policies and procedures to test and document results of testing
+ Draft process documentation, presentations to client leadership, and meeting agendas
+ Perform analysis and diagnosis of client financial control issues and gaps
+ Design and implement technical solutions to improve financial management activities
+ Assist with accounting and financial reporting operations
+ Assist with implementation elements including technical policy, internal controls, process enhancement, technology, and data abstraction
+ Advise our clients on technical accounting and internal controls matters
The team
Deloitte's Government and Public Services (GPS) practice - our people, ideas, technology and outcomes-is designed for impact. Serving federal, state, & local government clients as well as public higher education institutions, our team of over 15,000+ professionals brings fresh perspective to help clients anticipate disruption, reimagine the possible, and fulfill their mission promise.
Our team provides resources to help clients manage their core accounting and financial reporting functions, as well as solutions to help them achieve their controls and finance transformation aspirations. Our professionals keep up with emerging regulatory guidance along with industry and business trends to assist financial organizations. We develop solutions to data complexities tohelp our clients achieve optimal finance transformation and meet their digital controllership goals and objectives.
Qualifications
Required:
+ Bachelor's Degree required in accounting, business, finance or another business-related field
+ 1+ year of Consulting experience in the following areas: business process improvement, financial management policies and procedures, or financial system integrations
+ Knowledge of and experience improving government accounting and transaction process, internal control ob jectives and generally accepted accounting principles
+ Knowledge of Sarbanes-Oxley and/or GASB documentation, testing and reporting requirements
+ Experience presenting to clients or other decision makers to present and sell ideas to various audiences (technical and non-technical)
+ Ability to travel 40%-50%, on average, based on work you do and the clients and the industries/sectors you serve
+ Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future
Preferred:
+ Experience having previously worked for a Big Four firm
+ Certified Public Accountant (CPA) certification
+ MBA
How you'll grow
At Deloitte, our professional development plan focuses on helping people at every level of their career to identify and use their strengths to do their best work every day. From entry-level employees to senior leaders, we believe there's always room to learn. We offer opportunities to help sharpen skills in addition to hands-on experience in the global, fast-changing business world. From on-the-job learning experiences to formal development programs, our professionals have a variety of opportunities to continue to grow throughout their career.
#IND:GPS
#LI-RH1
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.
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Updated March 14, 2024
Updated March 14, 2024