Compile annuity and mutual fund sales data and insight reports for National Accounts distribution partners, internal teams, and leadership to identify areas of opportunity and improvement. Support resource deployment including collaboration with Marketing and distribution partners on the development and use of custom marketing collateral.

Responsibilities

  • Prepare timely and accurate reporting for distribution partners specific to their requirements.
  • Work with the National Accounts team to analyze data received from each partner to help them develop strategies on sales approach and resource deployment.
  • Design, build, monitor, and audit Power BI solutions, Salesforce (reports, dashboards, visualizations) that provide accurate information to enable data driven decision making.
  • Create and customize metrics, trends, statistical data, analytics, summaries, graphical representations, and special reports utilizing SQL systems, MS Excel, and other applications to manipulate, analyze, and logically present data.
  • Create PowerPoint presentations for client meetings to share data insights.
  • Partner with Marketing and account managers on approvals and production of new and updated online and print material.
  • Handle ad hoc requests from partners, team members, and leadership for data and resource support.
  • Assist Annuity team with annual due diligence questionnaires and database of responses.


Qualifications

  • Five years of sales and/or data reporting experience, preferably in the financial services industry
  • Proficiency using tools for data visualization, business intelligence, storytelling, relational databases, and customer relationship management
  • Self-starter with strong analytical skills and attention to detail to anticipate/identify gaps to create solutions and rectify reporting discrepancies
  • Excellent communication skills to collaborate with Marketing, distribution partners, reporting team, and leadership
  • Organizational and time management skills to meet mandatory reporting deadlines
  • Advanced skills using MS Excel and PowerPoint


Preferred Qualifications

  • Formal training/coursework in data analytics, computer science, statistics, or other quantitative field
  • Advanced skills using Power BI, Tableau, SQL Server, Salesforce
  • Knowledge of annuity and mutual fund products


Working Conditions

  • Hybrid office environment
  • Moderate Travel 10 to 25%
  • Travel to meet with internal and external stakeholders

The Salary for this position generally ranges between $86,000-$95,000 annually.  Please note that the salary range is a good faith estimate for this position and actual starting pay is determined by several factors including qualifications, experience, geography, work location designation (in-office, hybrid, remote) and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law.

Additionally, this position is typically eligible for a 10% Annual Bonus based on the Company Bonus Plan/Individual Performance and is at the Company’s discretion.


This job description is not a contract of employment nor for any specific job responsibilities. The Company may change, add to, remove, or revoke the terms of this job description at its discretion. Managers may assign other duties and responsibilities as needed. In the event an employee or applicant requests or requires an accommodation to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request.