Sales Data Analyst/Consultant
1 week ago
We are a leading retirement services company that issues, reinsures and acquires retirement savings products designed for the increasing number of individuals and institutions seeking to fund retirement needs.
We see every day as a new opportunity to measure ourselves against the best - and then we don't stop until we've set the bar even higher.
We're ready to help you achieve more.Purpose:
The Data Analyst will play a pivotal role in enhancing sales performance by providing data-driven insights and strategic recommendations.
Collaborating closely with sales leadership, this role will focus on evaluating wholesaler productivity, identifying high-value opportunities, and optimizing sales processes.
The Data Analyst will leverage multiple data sources to assess salesperson effectiveness and contribute to the overall growth of the business.
Accountabilities:
Wholesaler Productivity Evaluation:
Partner with Divisional VPs to identify measurement needs.
Provide analytical insights to sales management regarding salesperson effectiveness and market opportunities.
Leverage data from various sources to evaluate individual sales performance.
Develop KPIs and metrics to measure productivity.
Sales Effectiveness:
Research and develop strategies to enhance the effectiveness of the sales team.
Collaborate with Divisional Sales Managers and Senior Vice Presidents.
Regularly interact with sales leadership to discuss performance deltas and potential opportunities.
Balance short-term data needs with ongoing initiatives and data models.
Financial Considerations:
Partner effectively with Finance to understand distributor profitability.
Weigh distributor profitability as a factor in recommendations.
Evaluate and identify sales attribution (activities performed vs. actual revenue generated).
Sales Incentive Programs:
Propose sales incentive programs to drive results.
Measure and report on the return on investment of these initiatives.
Provide ongoing visibility to progress and standings of incentive programs.
Participate in quarterly compensation review and planning meetings with a focus on developing easily consumable reports and reviewing content for accuracy.
Qualifications and Experience:
Bachelor's degree in data science, Statistics, or related field, or an equivalent combination of education and experience.
Must possess the ability to effectively communicate across multiple leaders from within Sales and other departments within the company to drive effective outcomes.
Ability to leverage enterprise data for advanced reporting.
Proficiency in combining various data sources for robust output.
Working knowledge of Annuity products and distribution structure is required.
Influencing skills and change management abilities.
4-6 years of experience in financial services required.
Strong organizational skills.
Proven success in influencing across business units and management levels.
Confidence and ability to make effective business decisions.
Willingness to travel (less. than 10%)
Drive. Discipline. Confidence. Focus. Commitment. Learn more about working at Athene ) .
Athene is a Military Friendly Employer Learn more about how we support our Veterans ) .
Athene celebrates diversity, is committed to inclusion and is proud to be an Equal Opportunity Employer.
We do not discriminate on the basis of race, color, religion, sex, national origin, age, disability, marital status, sexual orientation, veteran status or any other status protected by federal, state or local law.
We are driven to do more. More for our customers and the financial professionals who offer our products.If you are driven to do more and love the challenge of pursuing more, Athene is your kind of company.
You will find we offer more than the basics to create a diverse, inclusive and dynamic work environment at our various locations.
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