Sales Forecast Analyst, Distribution Marketing

AAA Life Insurance Company • Livonia, MI

12d • Hybrid

About The Position

Overview AAA Life Insurance Company is seeking a Sales Forecast Analyst within the Marketing Distribution team! This role is critical in shaping the company’s marketing strategy through in-depth analysis of sales trends and patterns, optimizing the forecasting process, and enabling data-driven decision-making for business growth. This key role is responsible for developing, managing, and refining sales forecasts across all sale channels, including Direct Marketing, Agent-Sold, and Online.

Requirements

• Bachelor’s degree in Business, Finance, Statistics, Actuarial Science, Computer Science or a related field
• 1-4 years of experience in sales forecasting, data analysis, business intelligence, or a related role.
• Expertise in data visualization tools (e.g., Power BI, Tableau) and statistical software (e.g., R, Python).
• Strong analytical and critical thinking skills to interpret complex data and convert them into actionable insights to stakeholders at all levels.
• Excellent communication and presentation skills, with the ability to translate complex data into clear, actionable insights for non-technical stakeholders.
• Ability to manage multiple priorities and deliver results in a fast-paced environment.

Responsibilities

• Develop and maintain the comprehensive sales forecast that integrates data from Direct Marketing, Agent-Sold, and Online channels.
• Collaborate with team members on the creation and maintenance of Forecast Reporting and tracking in PowerBI.
• Collaborate across departments, including Marketing, Finance, and Actuarial teams, to align forecasts with business objectives, strategies, and market conditions.
• Maintain and document all assumptions for forecasting, ensuring accuracy, transparency, and consistency.
• Participate in the annual sales planning process.
• Analyze market trends, historical data, and seasonality to provide actionable insights that enhance forecast reliability and business strategy, using this data to lead and develop key performance indicators (KPIs), and track marketing initiatives against established goals.
• Communicate forecast results and insights to leadership and key stakeholders.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 101-250 employees