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Sammons Financial Group Companies · 1 month ago

Competitive Intelligence Reporting Specialist

West Des Moines, IA

Full-time

Onsite

Mid Level

$60K/yr - $125K/yr

3+ years exp

Sammons Financial Group Companies is focused on enhancing their competitive intelligence capabilities, and they are seeking a Competitive Intelligence Reporting Specialist. This role involves maintaining and developing technology-driven tools for accurate reporting, collaborating with stakeholders, and analyzing market trends to support decision-making.

FinanceFinancial ServicesRetirement

Growth Opportunities

No H1B

Responsibilities

Apply advanced Excel skills—including complex formulas, data validation, Visual Basic for Applications (VBA), and de-bugging to build, maintain, and enhance tools leveraging automation to support accurate and efficient reporting

Conduct weekly benchmarking of annuity product rates by distribution channel, ensuring reporting is delivered timely and accurately

Prepare and submit monthly and quarterly industry sales data to external partners, ensuring accuracy and adherence to required timelines

Analyze quarterly industry sales results to calculate market share, assess growth trends, and compare the performance of key competitors

Assess product rate and positioning changes and communicate key insights for internal stakeholders

Collaborate with internal partners to prepare competitive intelligence deliverables for senior leadership

Document tools, data processes, and workflows to support consistency, transparency, and effective handoffs within the team

Participate in industry study groups, effectively communicate relevant information, and share notable insights with the team as needed

Provide support for internal partners, including but not limited to Sales, Product, and Business Development, on competitive intelligence requests in developing new ways of evaluating product positioning that inform business decisions

Takes on additional responsibilities as needed to support evolving business and team priorities

Have broad understanding of industry and product knowledge while staying informed on new product features and innovations

Develop strong knowledge of Sammons' products, distribution channels, and company practices

Develop and maintain effective working relationships with internal and external stakeholders

Plan and prioritize work in accordance with broader team or department objectives and priorities. Complete projects on time with high standards and accuracy

Commitment to embrace Sammons Financial Group Companies shared values (Accountability, Connection, Openness, Respect and Integrity)

As stated within the Company Attendance and Punctuality policy, regular attendance is required and expected in order to meet the business service levels and workflow demands

Participate in other initiatives and/or projects as necessary

Qualification

Advanced ExcelVisual BasicSQLData AnalysisFinancial ServicesCommunication SkillsProblem-SolvingTeam Collaboration

Required

Strong analytical and mathematical abilities with excellent attention to detail

Demonstrated technical proficiency, including Visual Basic, macros, Excel, SQL, and Microsoft Office tools

Strong verbal and written communication skills

Ability to manage and deliver results across concurrent projects

Effective working both independently and collaboratively in a team environment

Natural curiosity with strong problem-solving skills

Flexibility and adaptability in a fast-changing environment

Self-motivated and able to work effectively under deadline pressures

Criminal background check required

Preferred

Bachelor's Degree Data Science/Analytics, Statistics, Business, or related field

Minimum 3 years' professional experience with annuity or financial services experience

Benefits

Health, Dental, Vision, Company Paid Retirement, PTO and Holiday Pay.

Employee Stock Ownership Plan (ESOP) is a 100% company-funded retirement plan, so you can save for retirement without contributing a penny of your own paycheck.

Healthy balance between work and personal lives. Friday afternoons off all year long, competitive PTO, and generous number of paid holidays.

Our incentive program for defined goals subject to eligibility and performance. Monetary rewards are based on individual and/or overall company performance.

Company

Sammons Financial Group Companies

Sammons® Financial Group Companies (collectively, Sammons Financial Group) provide today’s most sought after life insurance, annuity, and retirement products.

Founded in 1938

West Des Moines, Iowa, USA

1001-5000 employees