Hybrid Business Planning Consultant Role

Join CGIC as a Business Planning Consultant and support advisors in optimizing their operations within a hybrid work environment. Channel your insights to enhance profitability and sustainability. This full-time position empowers you to collaborate with advisors, providing growth recommendations while managing contractual obligations. You will play a vital role in strategic development and ensure operational efficiency through thorough assessments. Your ability to utilize data analytics will inform the planning priorities across the organization. Key Responsibilities:

• Evaluate advisors’ books for strategic growth
• Develop plans focusing on operational efficiency
• Ensure smooth transitions during business changes
• Prepare and manage advisor documentation
• Analyze data for informed strategic decisions

Requirements:

• 3 to 5 years in business planning or financial advisory
• Bachelor’s degree in a relevant field
• Advanced proficiency in Microsoft 365 tools
• Strong communication and collaboration skills
• Proven problem-solving and relationship-building abilities

Contribute to a resilient financial services landscape while fostering advisor success at CGIC. #J-18808-Ljbffr