Sales Manager leading a team of Financial Services Consultants for Group Retirement Services. Enhancing client experiences and driving team performance at Sun Life.
About the role
- Sales Analyst coordinating sales and marketing initiatives by analyzing industry data at White Cap. Supporting internal teams to develop strategies aligned with trust values.
Responsibilities
- Analyzes sales data and buying patterns using reporting software to identify trends and recommend corrective actions.
- Develops and implements targeted sales and marketing campaigns based on trend analysis and calculates ROI.
- Conducts competitive and portfolio analysis to support product positioning and sales tool development.
- Researches regional and company growth trends to identify new business opportunities.
- Assesses the feasibility and impact of proposed projects and strategies on individual and multiple accounts.
- Collaborates with internal teams including Legal, Marketing, and Business Development to support service expansion decisions.
- Maintains and updates sales portfolios to ensure accurate and current information.
- Coordinates with clients to fulfill marketing requests, provide portfolio insights, and support new material development.
- Advises sales associates and managers on data-driven strategies to increase market penetration and sales.
- Supports the creation of proposals and visual materials such as maps to assist the sales team.
Requirements
- HS Diploma or GED strongly preferred
- 2-5 years of experience in area of responsibility
- Experience analyzing sales data to identify trends and execute strategies with the sales organization - REQUIRED
- Strong analytical skills in Excel - REQUIRED
- Proficiency in data analysis tools and reporting software (especially IBM Cognos BI, Power BI, and Salesforce.com dashboarding) - REQUIRED
- Strong communication and collaboration skills across departments, especially Sales and Finance.
- Ability to interpret large datasets and translate them into actionable sales and pricing strategies, as well as ROI analysis.
- Familiarity with CRM systems and sales enablement tools.
Benefits
- Flexible work arrangements
- Professional development opportunities
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Tech skills
Location requirements
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