Talent Management

Talent Acquisition Strategy, Process & Implementation – Financial Call Center


The brokerage division of a major financial institution was due to open a new call center in 4 months. They had only recruited a small percentage of the 250 licensed brokers needed to staff the center.


Development of processes and methods, and managed implementation to hire 230 ‘best of the best’ licensed brokers in less than 4 months, from a ‘cold start’. Project included:

  • Needs analysis
  • Development of processes, sourcing and assessment methodologies to hire ‘best of the best’
  • Development of position descriptions and selection models
  • Data management
  • Collaborated on selection and management of contract recruiting project team
  • Assessment and due diligence


Call center opened on time and fully staffed with qualified brokers.


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