Sales Financial Analyst

2 days ago

Kansas City, United States Americo Life Full time
Sales Financial Analyst

Job Summary:

Americo is hiring a Sales Financial Analyst to join our Marketing division. This individual will analyze the quality of the business being submitted to Americo at the agent, agency, and IMO level. They will identify trends and patterns for both good and bad quality business. This can be related to, but not limited to, persistency, placement, mortality, and sales practices. They will also spend time taking a leading role in the analysis and development of plans to improve quality. These plans will be in coordination with the manager of sales quality, Account Executives, Actuarial, and Sales and Marketing leadership.

Essential Responsibilities:
  • Continually review production, persistency, placement, mortality, contest and other metrics to identify agents, agencies and IMOS that are not selling Americo's products in a way that are financially in line with Americo's expectations. Also, identify agents, agencies and IMOS that are selling Americo's products in a way that are above Americo's expectations
  • Create new reports and reporting metrics to identify agents, agencies, sales tactics, products and IMOs that are performing or not performing at the levels expected by Americo pricing
  • Make impartial recommendations to sales and marketing team and executives on what needs to be done to improve overall business quality
  • Assist with financial evaluation of new and on-going agent, agency and IMO contest.
  • Assist with financial evaluation of special projects as needed(product, process, etc.)
Required Knowledge, Skills, and Abilities:
  • Demonstrated knowledge of the life insurance and annuity industry
  • Proficiency with MS Office to chart, analyze, and document processes and business requirements (such as Excel, Word, Visio, etc)
  • Strong leadership, facilitation, presentation skills
  • Strong analytical, critical thinking, time management, and task management skills
  • Ability to effectively communicate (both written and verbal) and build trusting relationships with associates at all levels of the organization
Americo: We're in this for life

The roots of the Americo family of companies date back more than 100 years. Americo is a life insurance and annuity company providing innovative products to our customers. At Americo, it's the people who make things work, so we hope you join us

What you'll love about working at Americo:
  • Compensation: You'll feel valued with our competitive pay and robust bonus program that's offered to all associates.
  • Learning and development: We prepare you with a comprehensive, paid training program that will get you ready for success. Additionally, our Talent Development team creates a variety of development opportunities for associates at every stage of their careers.
  • Work-life balance: We place true value on work-life balance with our generous paid time off; you begin accruing hours right off the bat every month and it increases with tenure. Americo also offers 11 paid company holidays We also support new mothers with a generous maternity leave program, along with paid STD and LTD.
  • Health and well-being: We commit to your health and well-being and are proud to offer comprehensive health and life insurance options including FSA or HSA accounts and subsidies to support your health and fitness goals through vendor partnerships at The Y, Orange Theory, WW, and more.
  • Future planning: Americo offers a 401(k) with a company match, and we provide child care and education tax credits or savings options.
  • Giving back: We support several local organizations like Ronald McDonald House, Hope Lodge, the American Red Cross, Harvesters, and many more. Our associates volunteer their time and donate money alongside the company to make a difference in our community.
  • The fun stuff: Americo participates in the Kansas City Corporate Challenge, and it's a great way to connect with coworkers. Additionally, we host events like a Royals Party at the K, a legendary Holiday Party, and in-office events with local vendors as a way for associates to step away from work and enjoy each other's company.
  • Bustling environment: Our newly renovated offices are conveniently located in downtown Kansas City, within walking distance to your favorite restaurants and attractions. Plus, you'll receive complimentary paid parking near our Americo offices - downtown parking is a premium, but we've got you covered.

  • Financial Analyst

    1 week ago

    Sioux City, Iowa, United States Mid-States Utility Trailer Sales Full time

    About the RoleWe are seeking a highly skilled Financial Analyst to join our team at Mid-States Utility Trailer Sales. As an integral member of our accounting department, you will play a vital role in ensuring accurate financial records and efficient operations.

  • Financial Analyst NY

    1 month ago

    new york city, United States Creative Financial Staffing Full time

    Job Description for the Financial Analyst: Our Client is looking for a detail-oriented Financial Analyst to join our finance team. In this role, you will play a key part in analyzing financial data, supporting budgeting processes, and providing insights to drive strategic decision-making. Key Responsibilities or the Financial Analyst: Analyze financial...

  • Financial Analyst

    2 months ago

    WEST VALLEY CITY, United States OneMain Financial Full time

    Financial AnalystThe Financial Analyst is an expense and reporting focused FP&A role.The person in this role will be responsible for supporting OneMain’s financial expense planning and analysis, as well as internal financial reporting processes. This person will proactively understand the strategic context and operations of the teams they support, and...

  • Senior Sales Financial Analyst

    4 weeks ago

    Kansas City, MO, United States Russell Stover Chocolates, LLC Full time

    At Russell Stover, not only do we love chocolate, but we love our jobs! Every day we go to work exhibiting our values of excellence, innovation, entrepreneurship, responsibility, and collaboration. Working at Russell Stover you’ll be part of the leading manufacturer of boxed, seasonal, and sugar-free chocolates. For over 100 years, our American-made...

  • Financial Analyst RFA

    3 days ago

    Kansas City, United States H&R Block Full time

    558071BR Title: Financial Analyst RFA What you'll do... : Kickstart your career with H&R Block's exciting Rotational Financial Analyst (RFA) Program! Dive into the dynamic world of corporate finance with the global leader in tax preparation services. This immersive experience lets you explore your passions while gaining hands-on training and exposure in five...

  • Financial Analyst

    2 weeks ago

    Kansas City, Missouri, United States Blue Star Partners LLC Full time

    About the RoleThe Blue Star Partners LLC is seeking a highly skilled Financial Analyst to join our team. This is an exciting opportunity for a motivated individual to work in a dynamic environment and contribute to the company's success.Responsibilities10-Key Operation: Utilize 10-key operation skills to accurately and efficiently input numerical data into...

  • Senior Financial Analyst

    3 days ago

    Kansas City, United States Genesis Resources Full time

    Job Summary: The Senior Financial Analyst will assist in managing credit risk within our clients loan portfolio. This role involves working closely with the VP of Insurance Company Management to support analysis, monitoring, and reporting tasks. The individual must be detail-oriented and possess strong analytical skills, providing professional and high-level...

  • Executive Sales Analyst

    1 week ago

    Kansas City, Missouri, United States Global Resources Full time

    Grow Businesses TogetherWe are seeking a talented executive sales analyst to join our team at Global Resources, LLC.This role will involve working closely with clients to analyze their businesses, identify areas for improvement, and develop strategies for growth.The ideal candidate will have a proven track record of success in sales and business development,...

  • Senior Financial Analyst NY

    1 month ago

    new york city, United States Creative Financial Staffing Full time

    About the Company Our client is one of the largest non-profit organizations in the United States located in lower Manhattan The Senior Financial Analyst will work with a $300 million budget as the organization offers different programs for individuals with disabilities of all ages Many employers have been with the program long term and have moved strong...

  • Financial Analyst

    1 week ago

    Sioux City, Iowa, United States Mid-States Utility Trailer Sales Full time

    Job OverviewMid-States Utility Trailer Sales is seeking a skilled Accountant to join their team. As an integral part of the accounting and finance operations, this role will be responsible for maintaining accurate records and ensuring efficient financial processes.

  • Financial Technology Analyst

    2 weeks ago

    Jersey City, New Jersey, United States Sumitomo Mitsui Financial Group, Inc. Full time

    SUMITOMO MITSUI FINANCIAL GROUP INC. (SMFG) is a leading global financial institution with a rich history of innovation and growth. As one of the three largest banking groups in Japan, SMFG offers a wide range of financial services, including banking, leasing, securities, credit cards, and consumer finance. With operations in nearly 40 countries and over...

  • Senior Financial Analyst

    2 weeks ago

    Kansas City, United States LHH Recruitment Solutions Full time

    Job DescriptionJob DescriptionLHH Recruitment Solutions is searching for a Senior Financial Analyst for a strong, stable company in Johnson County. Company is ideally looking for someone with a strong accounting background who is interested in gaining more financial analysis experience.Responsibilities:Conduct financial analysis and provide insights on...

  • Financial Analyst

    1 week ago

    Kansas City, Kansas, United States LHH Recruitment Solutions Full time

    This role offers an excellent opportunity to join LHH Recruitment Solutions as a Financial Analyst in our Kansas City office.Job OverviewWe are seeking a highly motivated and detail-oriented Financial Analyst to join our team. The successful candidate will be responsible for preparing weekly and monthly analysis of actual costs versus targets, identifying...

  • Creative Financial Staffing | Financial Analyst NY | new york city, ny

    1 month ago

    new york city, United States Creative Financial Staffing Full time

    Job Description for the Financial Analyst: Our Client is looking for a detail-oriented Financial Analyst to join our finance team. In this role, you will play a key part in analyzing financial data, supporting budgeting processes, and providing insights to drive strategic decision-making. Key Responsibilities or the Financial Analyst: Analyze financial...

  • Financial Sales Representative

    1 week ago

    Johnson City, New York, United States OneMain Financial Full time

    About the RoleWe are seeking a talented Financial Sales Representative to join our team at OneMain Financial. As a Financial Sales Representative, you will be responsible for delivering exceptional customer experiences and helping individuals achieve their financial goals through our personal loan products.Key Responsibilities:Present financial solutions...

  • Financial Operations Analyst

    4 weeks ago

    Kansas City, United States SS&C Full time

    As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology.Job...

  • Accounts Receivable Financial Analyst

    2 weeks ago

    Kansas City, Missouri, United States Commenco Full time

    About the RoleAs an Accounts Receivable Financial Analyst, you will be responsible for managing and analyzing financial data related to accounts receivable.This includes processing invoices, performing collections, and supporting daily customer transactional inputs.Requirements:High school diploma or equivalent required; associates degree or operations...

  • Financial Data Analyst

    1 week ago

    Kansas City, Missouri, United States American Century Investment Services, Inc. Full time

    American Century Investments is a leader in the global asset management industry, and we are seeking an experienced Financial Data Analyst to join our Enterprise Data team. In this role, you will play a key part in driving data forward and supporting strategic objectives.About the RoleYou will work closely with Business leaders, Product Managers and Product...

  • Financial Analyst

    3 days ago

    Kansas City, United States NorthPoint Development Full time

    Financial Analyst Department: NP - Accounting - KC Location: Kansas City, MO *This position will sit in the Kansas City Office. Curious about a career with NorthPoint ? NorthPoint is a real estate developer that has grown through combining an entrepreneurial spirit and empowerment of its team members. We are looking for a Financial Analyst/Accountant to join...

  • Data Research Intern

    3 hours ago

    Kansas City, United States Spotlight | Analyst Relations Full time

    Please only apply for the track you are most interested in. At Spotlight, we pride ourselves on leveraging insights from our client's analyst relations (AR) programs to inform our client's business decisions. The role of the Research & Intelligence (R&I) team is to develop methodologies to uncover critical insights from analysts, as well as other sources,...