Key Responsibilities:
Event Strategy and Planning: Develop and execute a comprehensive event strategy to support National Retail Account business objectives and strengthen market position. Work directly with the Head of Retail Accounts for Insurance to ensure firm strategies are executed and supported. Identify key industry events, conferences, and trade shows across Canada where presence will maximize business opportunities (including but not limited to Advocis, Cailba, Canada Sales Congress, CALU, and other Industry events). Establish relationships with event organizers, industry associations, and key stakeholders to secure prime participation opportunities. Develop and manage National Retail Accounts calendar, ensuring appropriate support is allocated to each event. Oversee Retail Account Firm reporting to provide Sales Leaders with insights. Oversee National Retail Firm Marketing Allowance process, including communications and spend tracking. Analyze Retail Account Firm sales data to determine trends and provide insights to Sales Leaders to help with Firm relationships.
Candidate Requirements/Must Have Skills:
• Background in Business Administration, Marketing, or a related field.
• Savvy with technology and a deep curiosity about innovative technologies.
• Ability to act as a liaison and influence key stakeholders across business areas and functions.
• Excellent proficiency in all Microsoft office programs (Word, Excel, Powerpoint) • Experienced in interacting with multiple stakeholders, including Marketing & Communications, Product, Operations, Training & Development, Analytics, and IT.
Nice-To-Have Skills:
• Financial industry background preferred.
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