Sales

• Develop and maintain the comprehensive sales forecast that integrates data from Direct Marketing, Agent-Sold, and Online channels.
• Collaborate with team members on the creation and maintenance of Forecast Reporting and tracking in PowerBI.
• Collaborate across departments, including Marketing, Finance, and Actuarial teams, to align forecasts with business objectives, strategies, and market conditions.
• Maintain and document all assumptions for forecasting, ensuring accuracy, transparency, and consistency.
• Participate in the annual sales planning process.
• Analyze market trends, historical data, and seasonality to provide actionable insights that enhance forecast reliability and business strategy, using this data to lead and develop key performance indicators (KPIs), and track marketing initiatives against established goals.
• Communicate forecast results and insights to leadership and key stakeholders.

Sales Forecast Analyst, Distribution Marketing

Senior Sales Forecast Analyst, Distribution Marketing