chief of staff – Agents Channel - 50058774

Phoenix Financial is a leader in Israeli asset management, insurance, and financial services. Managing over $140 billion in assets, Phoenix continues to access Israel’s vibrant and innovative economic activity by providing a robust portfolio of products and services for private and corporate clients. The company creates value for its clients and distribution partners through service excellence, strategic innovation, and a continuous drive for data‑driven growth.

We are looking for a talented and driven Business Development & Strategy Lead to join our Agents Channel and play a key role in shaping commercial strategy, driving business growth, and supporting cross‑organizational initiatives with a strong emphasis on innovation, analytics, and operational excellence.

What you’ll do?

• Lead the professional HQ function for the agents network, driving strategic and cross‑organizational initiatives from planning through full execution in the field.
• Develop and implement the business development and commercial strategy for the Agents Channel, including sales plans, incentives, marketing initiatives, and innovative growth opportunities.
• Identify and develop new business opportunities, strategic directions, and commercial partnerships to strengthen distribution channels and improve business performance.
• Perform data‑driven analysis to identify trends, gaps, opportunities, and operational bottlenecks—translating insights into actionable recommendations.
• Prepare strategic materials, presentations, and analyses for senior leadership; support executive‑level decision‑making with clear, data‑based insights.
• Lead cross‑organizational projects with multiple internal interfaces such as Sales, Marketing, IT/BI, Underwriting, Operations, and Customer Service.
• Monitor implementation quality, ensure alignment across stakeholders, follow up on decisions, and track KPIs, targets, and success metrics.
• Serve as the bridge between high‑level strategy and hands‑on execution, with a deep understanding of field sales realities and agent needs.

What are we looking for?

• At least 3 years of experience in HQ roles, business development, strategy, or cross‑organizational project management.
• Strong affinity for sales, marketing, commercial strategy, and business performance analysis.
• Proven experience managing KPIs, targets, measurement frameworks, and working in a matrix‑based, multi‑stakeholder environment.
• Demonstrated ability to lead end‑to‑end strategic processes—from conceptualization to execution.
• Broad business acumen and the ability to translate strategy into actionable operational plans.
• Experience collaborating with senior management, including preparing strategic materials, analyzing data, and presenting recommendations.
• High proficiency in Excel; advantage for BI / analytics tools experience.
• Orientation toward innovation, data‑driven thinking, and continuous improvement.

Why join us?

• Opportunity to shape the commercial and strategic direction of the Agents Channel in one of Israel’s leading financial organizations.
• Direct influence on growth, innovation, and business performance in a dynamic and evolving environment.
• A role that combines strategic depth with impactful hands‑on execution.

Full-time, Sunday-Thursday, 9 hours per day, hybrid

Rishon LeZion, The 1000 complex, adjacent to Moshe Dayan Railway