Business Intelligence & Insights Analyst at Jackson

Nashville, Tennessee, United States -

Full Time

Start Date

Immediate

Expiry Date

07 Jun, 26

Salary

0.0

Posted On

09 Mar, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Data Visualization, Quantitative Reporting, Qualitative Reporting, Data Analysis, Sales Opportunity Identification, Territory Optimization, Data Governance, CRM Functionality, Excel, Tableau, Power BI, Database Development, Problem-Solving, Written Communication, Verbal Communication

Industry

Investment Management

Description

If you are an internal associate, please login to Workday and apply through Jobs Hub. Job Purpose The Business Intelligence & Insights Analyst is responsible for providing quantitative and qualitative reporting, data visualization, and analysis on internal and external business and industry metrics. The Analyst creates and analyzes reports, highlighting performance and opportunity to/for multiple departments. This individual works closely with Sales teams to identify sales opportunities and optimize efforts for the entire Distribution company throughout the sales process. Essential Responsibilities Analyzes disparate and complex data and creates custom reports to identify industry opportunity, create advisor segmentation models, assist with territory optimization, and track wholesaler activity on behalf of sales management. Drives holistic measurement, reporting, and insights across sales, marketing and product solutions. Ensures data and reporting is accurate and updated in a timely manner. Conducts territory research utilizing internal and external data sources to determine potential sales opportunities. Works closely with various departments to create custom reports to track internal activity, identify best practices, and provide recommendations based on findings. Develops and maintains databases utilized to produce standard sales and ad hoc reports across the organization. Distributes detailed reports and findings to a variety of stakeholders, providing clear and concise summary analysis. Assists in the creation of presentations for management regarding sales trends, activity efforts, and future initiatives. Analyzes geographic and specific product sales potential of territories and regions. Works collaboratively with other analysts in gathering and analyzing complex data and providing solutions and insights. Other Duties Performs other duties and/or projects as assigned. Knowledge, Skills and Abilities Advanced excel skills required with a knowledge of and ability to use the entire Microsoft suite as well as data visualization tools such as Tableau and Power BI. Ability to effectively consult with all levels of Distribution stakeholders. Must be a detail-oriented and well-organized with the ability to work both individually and in a team environment. Strong understanding of CRM functionality and utilization, including business processes, data, and reporting tools. . Ability to adhere to data governance standards set by the organization and work with confidential information. Ability to analyze 1st, 2nd, and 3rd party research. Strong written and verbal communication with an ability to explain complex data and reporting to all members of the organization. Ability to prioritize projects, handle multiple tasks, meet deadlines and work under pressure. Strong problem-solving skills with the ability to analyze data and deliver solutions. Proficient in leveraging and creating spreadsheets for modeling and analyzing business and sales trends. Qualifications Bachelor's Degree or equivalent experience required. 1+ years of data analytics, business intelligence, or financial services industry experience required. Experience with Tableau or Power BI and similar tools preferred. Jackson is proud to be an equal opportunity workplace. The Company subscribes to and endorses federal and state laws and regulations relating to equal employment opportunity for all persons without regard to race, color, religion, gender, age, national origin, legally-recognized disability, marital status, legally-protected medical condition, citizenship, ancestry, height, weight, sexual orientation, veteran status, or any other factor not related to the needs of the job. The Company is committed to a policy of equal opportunity. Company facilities and campuses are tobacco-free environments. At Jackson, our employees are empowered to bring a fresh perspective, confront new challenges, and define their own career paths. We value the unique perspectives and innovative ideas that come from our employees' diverse backgrounds. Jackson is the marketing name for Jackson National Life Insurance Company (Home Office: Lansing, Michigan) and Jackson National Life Insurance Company of New York (Home Office: Purchase, New York). Jackson National Asset Management, LLC (JNAM) located in Chicago, Illinois, is an SEC-registered investment adviser and Jackson subsidiary. Annuities are distributed by Jackson National Life Distributors LLC, Member FINRA. Jackson companies offer an outstanding benefits package including competitive pay, bonuses, comprehensive health insurance benefits, a matching 401(k) retirement plan, adoption assistance, education matching gift program and dependent tuition program. Online applications requested. Contact human.resources@jackson.com for alternate formats for accommodation. To learn more about Jackson's financial strength and results, visit jackson.com.

Responsibilities

The Business Intelligence & Insights Analyst provides quantitative and qualitative reporting, data visualization, and analysis on business and industry metrics, creating reports that highlight performance and opportunities for multiple departments. This role involves close collaboration with Sales teams to identify sales opportunities and optimize efforts across the Distribution company throughout the sales process.