Channel Engagement Consultant; Hybrid

Channel Engagement Consultant (Hybrid) page is loaded## Channel Engagement Consultant (Hybrid) locations:
Madison, WItime type:
Full time posted on:
Posted 2 Days Agotime left to apply:
End Date:
March 9, 2026 (11 days left to apply) job requisition :
R-011715

At Tru Stage, we’re on a mission to make a brighter financial future accessible to everyone.  We put people first, and work hand in hand with employees and customers to create a diverse and inclusive environment. Passionate about building insurance and financial services solutions, we push the boundaries of what’s possible. We need you to help us shape what’s next. You’ll be encouraged to share your experiences, ideas and skills to help others take control of their financial future.

Join a team that has received numerous awards for being a top place to work:
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* Job Purpose:

** 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  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.
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* Job Responsibilities:

*** 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.

The above statement of duties is not intended to be all inclusive and other duties will be assigned from time to time.
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* Job 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,…