Data Insights Analyst
4 weeks ago
We are seeking a highly skilled Data Insights Analyst to join our team at Advisors Excel. As a key member of our annuity marketing sales division, you will be responsible for analyzing historical data to identify opportunities for client reviews and new strategies. If you have a passion for problem-solving and enjoy digging into complex data sets, we encourage you to apply for this exciting role.
Key Responsibilities
* Analyze historical data within Advisors Excel, with a focus on annuity policies
* Help advisors identify client policies needing review and potential strategies
* Collaborate with data intelligence team across the company to coordinate efforts
* Collaborate with IT to ensure smooth implementation of data-related projects
* Assist with complex projects that include sorting through large amounts of data
* Identify patterns, trends, and insights and reporting on key data sets
* Assist Distribution Development Director on vetting technology vendors and other tech-related initiatives
Requirements
* Strong analytical skills and problem-solving abilities with a keen attention to detail
* Excellent communication and collaboration skills
* Advanced knowledge of Excel
* Strong project management skills; ability to prioritize tasks and meet deadlines
* Experience with SQL
* Aptitude for technology with ability to quickly learn
What We Offer
* Amazing benefits including medical, dental, vision, and 401k (with matching options)
* Generous PTO package upon your start date
* Access to an on-site caf, gym, and primary care
* Continuous personal and professional development opportunities
* Recognition for hard work and exemplary performance
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