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.
Requirements
- 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
Benefits
- Competitive Pay
- Bonus for Eligible Employees
- Benefits Package
- Pension Plan
- 401k Match
- Employee Stock Purchase Plan
- Tuition Reimbursement
- Disability Insurance
- Medical Insurance
- Dental Insurance
- Vision Insurance
- Employee Discounts
- Career Training & Development Opportunities
- Health and Work/Life Balance Benefits
- Paid Time Off starting at 160 hours annually for employees in their first year of service
- Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays)
- Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars
- Parental Leave – fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child.
- Adoption Assistance
- Employee Assistance Program
- College Coach Program
- Back-Up Care Program
- PTO for Volunteer Hours
- Employee Matching Gifts Program
- Employee Resource Groups
- Inclusion and Diversity Programs
- Employee Recognition Program
- Referral Bonus Programs
