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Strategic Planning Consultant Financial Services
Job Description & How to Apply Below
Advance strategic planning for CGIC advisors using research, critical thinking, and financial services expertise. This hybrid position requires two days in office.
The Business Planning Consultant supports business strategies across the Business Enablement department. You will research advisor books of business, identify improvement areas, and develop plans focused on operational efficiency and profitability. Collaboration with analytics, agency operations, and other teams supports informed recommendations and clear planning priorities.
Key Responsibilities:- Research trends across advisors’ books of business
- Recommend distribution network and footprint improvements
- Communicate planning priorities and organizational alignment
- Collaborate with analytics teams on data recommendations
- Hold stakeholders accountable to footprint strategy
- Three to five years in business planning or advisory
- Financial services or insurance industry experience
- Bachelor’s degree in a related field
- Strong critical thinking and communication skills
- Strong organizational and time management abilities
Bring strategic development, data interpretation, and influencing skills to support CGIC’s advisor network and long-term business objectives.
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