#IN-DNI
Company: CGIC Department: Retail Sales Employment Type: Temporary Full-Time (12 months) Work Model: Hybrid (2 days in office) Language: English is required, French is an asset. Additional Information: This/these role(s) is/are currently vacant
The Opportunity:
We are a leading Canadian financial services co-operative committed to being a catalyst for a sustainable and resilient society and our team is essential to deliver on this strategy. That’s why we prioritize our people, to ensure we provide a strong culture and development opportunities which enables our team to thrive and to live our purpose. The best part is that you will work with people that care passionately about you, our clients and our communities.
The Senior Retail Sales Planning & Forecasting Consultant is responsible for developing and executing comprehensive sales planning and forecasting strategies for a specific product line. This role focuses on optimizing sales performance through data-driven insights, accurate sales forecasts, and effective monitoring of key performance indicators. By collaborating with cross-functional teams and aligning with broader business objectives, the Sr Consultant ensures that sales initiatives are strategically implemented to drive revenue growth and support the organization's overall success. The broader team aims to provide accurate sales forecasts, actionable insights, and data-driven recommendations to enhance sales performance and achieve business goals.
How you will create impact:
- Develop and maintain comprehensive sales plans across all product lines (Home & Auto, Life & Wealth, Commercial & Farm)
- Collaborate with the sales team to ensure alignment with the overall organizational strategic plan and regional objectives and actively monitor plan performance.
- Adjust sales plans as needed to respond to market changes and business needs.
- Provide accurate sales forecasts to support business planning and decision-making Analyze sales performance and trends to predict future sales outcomes.
- Monitor market trends and proactively adjust sales forecasting and strategies to capitalize on emerging opportunities.
- Work closely with Data & Analytics to ensure data accuracy and reliability in forecasting.
- Develop and maintain key performance indicators (KPIs - leading and lagging) to track sales performance to align with national and regional business objectives and profitability targets.
- Monitor sales KPIs to track performance and identify areas for improvement.
- Provide actionable insights and recommendations based on KPI analysis to drive performance improvements.
- Track and communicate the performance of sales plans and forecasts.
- Provide regular updates and performance reports to the AVP, Sales Growth and Retail Sales leadership.
To join our team:
- Possess 6 to 9 years of experience in Insurance or Financial Services industry.
- You have a Bachelor’s Degree in Business Administration or Sales.
- Certified Sales Professional (CSP) is an asset.
- Proven ability to maintain independent perspective on sales-related decisions
- Ability to develop and implement sales planning and forecasting strategies aligned with business goals
- Proficiency in utilizing data and analytics for decision-making
- Ability to innovate and improve sales planning and forecasting processes
- Expert knowledge of sales planning, forecasting, and analysis techniques
- Thorough understanding of sales performance metrics and KPIs
- Experience in collaborating with cross-functional teams
- Aligning sales initiatives with the organization's overall strategic goals
- Driving revenue growth through the development of strategic sales plans
- Monitoring KPIs and generating detailed, actionable performance reports
- Conducting market and competitive analysis to adjust sales strategies effectively
How you will succeed:
- Clearly conveys information and ideas through verbal and written communication.
- Works well with cross-functional teams to achieve common goals.
- Persuades others to support initiatives and adopt new strategies.
What you need to know:
- You will be subject to a Background check as a condition of employment, in the event you are the successful candidate.
What’s in it for you?
- Training and development opportunities to grow your career.
- Flexible work options and paid time off to support your personal and family needs.
- A holistic approach to your well-being, with physical and mental health programs and a supportive workplace culture.
- Paid volunteer days to give back to your community.
- In addition to our competitive salary and incentive programs, eligible employees also benefit from a comprehensive total rewards package including group retirement savings plans, pension and benefits (e.g., health and wellness, dental, disability and life coverage), mental health support and an employee assistance program.
Expected salary range $91,058.00 - $141,000.00+
The salary amount for the successful candidate is determined by Co-operators in its discretion and will vary depending on several criteria including but not limited to: local market conditions, geography and relevant job-related factors such as knowledge, skills, qualification, experience and education.
Employees may also have the opportunity to participate in incentive programs and earn additional compensation tied to individual and/or business performance, or other business metrics.
