Senior Sales Analyst I

Pacific Life•Newport Beach, CA

2d•$113,490 - $138,710•Hybrid

About The Position

Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead – our policyholders count on us to be there when it matters most. It’s a big ask, but it’s one that we have the power to deliver when we work together. We collaborate and innovate – pushing one another to transform not just Pacific Life, but the entire industry for the better. Because it’s the right thing to do. Pacific Life is more than a job, it’s a career with purpose. It’s a career where you have the support, balance, and resources to make a positive impact on the future – including your own. We’re actively seeking a talented Sales Analyst to join our Sales Intelligence Team in Newport Beach, CA or Omaha, NE. This role is hybrid, 4 days in office, 1 day remote. As a Sales Analyst you’ll move Pacific Life, and your career, forward by working closely with sales partners and leaders to uncover opportunities, determine successes, and provide the appropriate tools and insights for sales management and strategic accounts. You will fill a role that sits on a team of nine people in the Consumer Markets Division. Your colleagues will include analytical and strategic professionals that provide data insights and reporting.

Requirements

BS Degree with 4-6 years relevant experience
Intermediate SQL skills
An understanding of financial services, preferably insurance.
Experience building reports and dashboards in modern visualization tools (Tableau, PowerBI, Sigma, CRMA, etc.)
Experience manipulating data in Excel.
Metrics based story telling.

Nice To Haves

Being a self-starter with a high desire to learn.
Master's degree in statistics, data science, analytics, or MBA.
Prior experience on a sales desk or in life insurance.
Experience and / or interest in learning distribution and analytical tools, such as Calendly, AWS, Snowflake, Tableau, Alteryx, and CRMA.
Experience with life insurance and annuity products.
Experience with Cortex agents.
The ability to works independently with minimal guidance.

Responsibilities

Building dashboards and reports that promote appropriate insights and actions.
Thinking strategically to bring out-of-the-box and innovative solutions to customer needs.
Working closely with Sr. Analysts, Sales and Sales Leadership to intake requirements for reporting and measuring success of delivered assets (dashboards, reports, visualizations, etc.).
Modeling compensation plan adjustments to align plans with the goals of the business.
Intelligently deploying AI within reporting and analytics to help move distribution forward.