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AAA Life Insurance Company · 1 month ago

Senior Sales Forecast Analyst, Distribution Marketing

US-MI-Livonia

Full-time

Hybrid

Senior Level

5+ years exp

AAA Life Insurance Company is seeking a Senior Sales Forecast Analyst within the Marketing Distribution team! This role is critical in shaping the company’s marketing strategy through in-depth analysis of sales trends and patterns, optimizing the forecasting process, and enabling data-driven decision-making for business growth.

Financial ServicesInsuranceLife Insurance

Responsibilities

Develop and maintain the comprehensive sales forecast that integrates data from Direct Marketing, Agent-Sold, and Online channels

Own the creation and maintenance of Forecast Reporting and tracking in PowerBI

Collaborate across departments, including Marketing, Finance, and Actuarial teams, to align forecasts with business objectives, strategies, and market conditions

Develop and maintain of database assumptions for forecasting, ensuring accuracy, transparency, and consistency

Participate in the sales planning process

Analyze market trends, historical data, and seasonality to provide actionable insights that enhance forecast reliability and business strategy, using this data to lead and develop key performance indicators (KPIs), and track marketing initiatives against established goals

Communicate forecast results and insights to senior leadership and key stakeholders

Qualification

Sales forecastingData analysisBusiness intelligenceData visualizationStatistical softwareAnalytical skillsMulti-taskingSales process knowledgeCommunication skillsPresentation skillsCritical thinking

Required

Bachelor's degree in business, Finance, Statistics, Actuarial Science, or a related field

5+ years of experience in sales forecasting, data analysis, business intelligence, or a related role

Strong analytical and critical thinking skills to interpret complex data and convert them into actionable insights to stakeholders at all levels

Expertise in data visualization tools (e.g., Power BI, Tableau) and statistical software (e.g., R, Python)

Excellent communication and presentation skills, with the ability to translate complex data into clear, actionable insights for non-technical stakeholders

Ability to manage multiple priorities and deliver results in a fast-paced environment

Preferred

Master's degree

Preferably within the insurance or financial services industry

Familiarity with sales processes across multiple distribution channels

Company

AAA Life Insurance Company

AAA Life Insurance Company is fueled by our mission of providing financial security and peace of mind to AAA members through our life insurance products, delivering on the outstanding customer service that members have come to expect from the AAA brand.

Founded in 1969

Livonia, Michigan, USA

501-1000 employees