Senior Sales Analyst

Pacific Life•Newport Beach, CA

3d•$137,610 - $168,190•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. Why? 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 Senior 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 Reporting Consultant you’ll move Pacific Life, and your career, forward by working closely with internal sales desk and leaders to ensure appropriate KPIs are identified and tracked to uncover opportunities, determine efforts and successes, and provide the appropriate tools and insights for sales management to evaluate their teams on a timely and accurate basis. 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 6-8 years relevant experience
Advanced SQL skills
A strong understanding of financial services sales desk operations and needs.
Experience building reports and dashboards in modern visualization tools (Tableau, PowerBI, Sigma, CRMA, etc.)
Extensive experience working with and presenting to Sales and Executive Management
Metrics based story telling.

Nice To Haves

CRMA (Salesforce) development experience.
Master's degree in statistics, data science, analytics, or MBA.
Prior experience on a sales desk is strongly preferred.
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.

Responsibilities

Building dashboards and reports that promote appropriate actions.
Thinking strategically to bring out-of-the-box and innovative solutions to customer needs.
Working closely with sales and sales leadership to intake requirements for reporting and delivering insights.
Recommending data that drives growth in distribution.
Intelligently deploying AI within reporting and analytics to help move distribution forward.