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Strategist (Full-Time

SoTalent

Client: Prestigious Fortune 500 Financial Services Leader

Employment Type: Full-Time / Permanent

I am currently representing a premier name in the insurance and financial services sector that is looking to appoint a high-caliber Strategy Consultant to their Institutional/Worksite division. Operational Excellence: Lead cross-functional projects that optimize sales effectiveness, enrollment outcomes, and pipeline transparency.

Data Storytelling: Innovation: Leverage advanced analytics, automation, and AI tools to streamline reporting cycles and scale departmental operations.

Market Intelligence: Monitor external market shifts and competitive landscapes to provide proactive recommendations for growth.

The ideal candidate comes from a management consulting or corporate strategy background, with a specific focus on financial distribution models.

Bachelor’s degree required (Master’s degree or MBA preferred).

Project Leadership: 5-8+ years of experience managing high-stakes projects across diverse organizational groups.

Technical Artistry: Expert-level proficiency in Excel and PowerPoint, with a proven ability to distill complex data into "simple but powerful" executive decks.

Industry Knowledge: At least 2 years of experience working with distribution datasets and building sales planning/forecasting models.

A track record of navigating shifting priorities and defining clear paths in uncertain environments.

Subject matter expertise in Life Insurance or Supplemental Health products.

it’s an opportunity to join the "heartbeat" of a major business unit. My client values stewardship, long-term impact over short-term gains, and a culture of continuous learning.

Vacancy posted 3 days ago
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