This position is responsible for overseeing and guiding the agency’s strategic, financial, and operational planning — ensuring the agency network operates efficiently, profitably, and in alignment with overall business goals
Job Summary
This position is responsible for overseeing and guiding the agency’s strategic, financial, and operational planning — ensuring the agency network operates efficiently, profitably, and in alignment with overall business goals.
The role involves budgeting, financial analysis, forecasting, data-driven insights, governance, and supporting strategic decision-making for agency operations.
Build a career with us as we help our customers and the community live Healthier, Longer, Better Lives.
Matching Summary
This position is responsible for overseeing and guiding the agency’s strategic, financial, and operational planning — ensuring the agency network operates efficiently, profitably, and in alignment with overall business goals.
Skills & Requirements
Must-have
Financial analysis and control roles
Data-driven insights
Budgeting and financial reporting
Agent commissions and compensation
Develop and maintain dashboards
Nice-to-have
Healthier, Longer, Better Lives mission
Inspiring and supportive leaders
Cross-functional collaboration
Process improvement identification
Key Requirements
Bachelor's degree in finance, accounting, business
Minimum 5 years experience
Insurance or financial services industry experience