About Us:
EquiTrust Life Insurance Company is a national carrier of competitive, client-friendly annuity products sold through a variety of distribution channels, including more than 20,000 independent agents and independent marketing organizations (IMOs). Since 2003, we have provided exceptional customer service to our clients by operating with integrity and passion. Our efforts are supported by a dedicated workforce who execute their responsibilities through teamwork and an entrepreneurial spirit. EquiTrust sells products nationwide and is headquartered in Chicago, Illinois, with operations in West Des Moines, Iowa.
Position Summary:
The Senior Sales Data Analyst is responsible for reviewing, analyzing, making recommendations about, and implementing data reports associated with EquiTrust’s sales and marketing activity. This individual provides review, analysis, and reporting of distribution data and trends. The Senior Sales Data Analyst gathers pertinent data and provides analysis to support sales and marketing initiatives and decisions. This individual is responsible for leading, assisting, and supporting a variety of functions and processes including the build-out of various models using advanced Excel tools, Power BI reporting and dashboard creation, distribution activity analysis, and ad hoc requests.
This individual works closely with Marketing and Sales leaders to design, develop, and distribute reports and consult on insights. The Senior Sales Data Analyst carries out their duties and responsibilities in a manner that is consistent with EquiTrust’s Company Values of Integrity, Leadership, Accountability, Teamwork, and Passion.
What You'll Do:
- Develops daily, weekly, and ad hoc sales and marketing data as requested for business initiative planning and performance tracking.
- Develops, monitors, and maintains sales production data and provides analysis to trend and track engagement of EquiTrust’s distribution channels across various communication mediums.
- Compiles, tracks, and maintains sales production data for trend analysis, performance tracking, and development of business initiatives.
- Serves as a data steward for sales and marketing data.
- Works closely with the data warehouse team to ensure data utilized for reporting, metrics, and forecasting captures applicable numbers and analytics.
- Monitors performance indicators, highlights trends, analyzes causes of unexpected variances, and provides summary data and recommendations in a useable and effective format.
- Identifies and implements solutions in areas that require support to increase their efficiency and in documenting processes, to assist the Sales and Marketing Department in meeting their established goals and objectives.