Senior Sales Analyst I
About The Position
Pacific Life is seeking a Sales Analyst to join its Sales Intelligence Team in Newport Beach, California, or Omaha, Nebraska. The role is hybrid, with four days in the office and one day remote, and sits on a nine-person team in the Consumer Markets Division. The analyst works with sales partners and leaders to uncover opportunities, assess successes, and provide tools and insights for sales management and strategic accounts. The position focuses on developing dashboards and reports that support useful insights and action, addressing customer needs with strategic and innovative solutions, and partnering with senior analysts and sales leaders to define reporting requirements and measure the success of delivered dashboards, reports, and visualizations. The analyst also models compensation plan adjustments to support business goals and uses AI in reporting and analytics to advance distribution.
Requirements
- Bachelor of Science degree and 4–6 years of relevant experience.
- Intermediate SQL skills.
- Understanding of financial services, preferably insurance.
- Experience building reports and dashboards with modern visualization tools such as Tableau, Power BI, Sigma, or CRMA.
- Experience manipulating data in Excel.
- Ability to tell stories using metrics.
Nice To Haves
- Self-starter with a strong desire to learn.
- Master’s degree in statistics, data science, analytics, or an MBA.
- Prior experience on a sales desk or in life insurance.
- Experience with, 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.
- Ability to work independently with minimal guidance.
Responsibilities
- Build dashboards and reports that promote appropriate insights and actions.
- Develop strategic, innovative solutions to customer needs.
- Work with senior analysts, sales partners, and sales leadership to gather reporting requirements and measure the success of delivered dashboards, reports, and visualizations.
- Model compensation plan adjustments to align plans with business goals.
- Deploy AI in reporting and analytics to help advance distribution.
Benefits
- Medical, dental, and vision coverage.
- Wellbeing Reimbursement Account for the employee or eligible dependents.
- Paid time off, holiday schedules, and Financial Planning Time Off.
- Paid parental leave.
- Adoption assistance program.
- 401(k) savings plan with company match and an additional contribution regardless of participation.
- Most employees are eligible for additional incentive pay.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
