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About the Role

The role is responsible for coordination of important processes related to sales initiatives to support our Tied Distribution channel. The key area of responsibility is the budget (strat plan and tracking) and the support to the MDRT Task Force

Strat Plan, Budget and Expense Management

Strat Plan: perform analysis on the target product mix and key metrics to support the budget submission and discussions with CEO, CFO, and CDO.

Expense allocation: monitors expenses for agency against budget and liaise with each business owner (Events team, Agency distribution, etc.) to ensure their yearly spend is within their budget.

Strategic planning budget: preparation of the expense budget (GOE + variable costs) for the yearly strategic planning for Agency....