Retail Sales Optimization Consultant

#IN-DNI

Company: CGIC
Department: Sales Growth
Employment Type: Temporary Full-Time (x 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 Retail Sales Optimization Consultant is responsible for driving profitable growth by identifying opportunities and developing targeted sales growth tactics across all lines of business, including lead generation, cross-sell and upsell opportunities. This role leverages data and business insights to translate growth opportunities into actionable initiatives and works closely with Regional Sales Managers (RSMs) to support effective execution in the field. By collaborating with cross-functional business partners and participating in growth committees and forums, the Consultant helps connect field opportunities with broader business priorities and informs the ongoing evolution of sales growth strategies. The role also contributes to developing and telling the story of growth by connecting sales activity, performance insights and results to demonstrate progress, opportunities and impact. As part of the broader Sales Growth team, the Consultant helps strengthen sales effectiveness and deliver sustainable, profitable growth.

How you will create impact:

• Develop and implement targeted sales initiatives to optimize lead generation and cross-sell/upsell opportunities.
• Collaborate with the AVP, Sales Growth to align initiatives with overall sales strategies and profitability targets.
• Create and refine sales programs based on data-driven insights and market trends.
• Analyze client and product level data to identify opportunities for lead generation and cross-sell/upsell strategies.
• Work closely with the Data & Analytics team to gather and interpret data insights.
• Oversee the execution of sales initiatives and ensure alignment with strategic goals. Monitor the progress of implemented initiatives, troubleshooting issues, and adapting strategies as needed to ensure successful execution
• Monitor the performance of sales programs and make adjustments as needed to optimize results.
• Collaborate with Product, Marketing, GO, BI and Sales teams to ensure alignment of sales initiatives with broader business objectives.

To join our team:

• Possess 3 to 5 years of experience in Insurance or Financial Services industry.
• You have a Bachelor’s Degree in Business Administration or Sales.
• Strong verbal and written communication skills.
• Leadership skills to mentor and develop a high-performing team.
• Proven ability to maintain independent perspective on sales-related decisions.
• Expert knowledge of lead generation, cross-sell, and upsell strategies.
• Thorough understanding of sales performance metrics and KPIs
• Ability to develop and implement targeted sales initiatives aligned with business goals

How you will succeed:

• Strong collaborative skills to work effectively with cross-functional partners and ensure alignment with broader business objectives.
• Excellent communication skills to clearly convey data-driven insights, sales strategies, and program details to team members and stakeholders.
• Ability to influence and persuade others to adopt new sales initiatives and strategies.
• Strong problem-solving skills to address challenges in sales program execution and optimize lead generation and cross-sell/upsell opportunities.
• Flexibility to adapt to changing business needs and continuously improve sales performance.
• Proficiency in analyzing data to derive actionable insights and inform sales program development

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.

Expected salary/hourly range $72,847.00 - $121,411.00.

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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.​

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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.