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Aegon · 4 days ago

National Accounts Intelligence Support Analyst (Denver)

United States

Full-time

Remote

Mid, Senior Level

$86K/yr - $95K/yr

5+ years exp

Aegon is a financial services company seeking a National Accounts Intelligence Support Analyst. The role involves compiling sales data and insight reports, collaborating with various teams to enhance marketing strategies, and providing analytical support to improve decision-making processes.

Asset ManagementAuto InsuranceFinanceHealth InsuranceInsuranceLife InsuranceRetirement

Responsibilities

Prepare timely and accurate reporting for distribution partners specific to their requirements

Work with the National Accounts team to analyze data received from each partner to help them develop strategies on sales approach and resource deployment

Design, build, monitor, and audit Power BI solutions, Salesforce (reports, dashboards, visualizations) that provide accurate information to enable data driven decision making

Create and customize metrics, trends, statistical data, analytics, summaries, graphical representations, and special reports utilizing SQL systems, MS Excel, and other applications to manipulate, analyze, and logically present data

Create PowerPoint presentations for client meetings to share data insights

Partner with Marketing and account managers on approvals and production of new and updated online and print material

Handle ad hoc requests from partners, team members, and leadership for data and resource support

Assist Annuity team with annual due diligence questionnaires and database of responses

Qualification

Data visualizationBusiness intelligenceSQLSalesforceMS ExcelPower BIPowerPointAnalytical skillsAnnuity productsMutual fund productsCommunication skillsOrganizational skillsTime managementAttention to detail

Required

Five years of sales and/or data reporting experience, preferably in the financial services industry

Proficiency using tools for data visualization, business intelligence, storytelling, relational databases, and customer relationship management

Self-starter with strong analytical skills and attention to detail to anticipate/identify gaps to create solutions and rectify reporting discrepancies

Excellent communication skills to collaborate with Marketing, distribution partners, reporting team, and leadership

Organizational and time management skills to meet mandatory reporting deadlines

Advanced skills using MS Excel and PowerPoint