Apply on Employer Site

AAA Life Insurance Company · 6 hours ago

Senior Sales Forecast Analyst, Distribution Marketing

Livonia, MI

Full-time

Onsite

Senior Level

5+ years exp

AAA Life Insurance Company is seeking a Senior Sales Forecast Analyst within the Marketing Distribution team. This key role is responsible for developing, managing, and refining sales forecasts across all channels to enable 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 analysisData visualizationBusiness intelligenceStatistical softwareAnalytical skillsMulti-taskingSales processes 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 preferred

preferably within the insurance or financial services industry

Familiarity with sales processes across multiple distribution channels is a plus

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