Sales Reporting Analyst

Delaware Life Marketing Indianapolis, Indiana


Position at Delaware Life

Group1001 is a consumer-centric, technology-driven family of insurance companies on a mission to deliver outstanding value and operational performance by combining financial strength and stability with deep insurance expertise and a can-do culture. Group1001’s culture emphasizes the importance of collaboration, communication, core business focus, risk management, and striving for outcomes. This goal extends to how we hire and onboard our most valuable assets – our employees.

Sales Reporting Analyst

Delaware Life Marketing | Waltham, MA or Indianapolis, IN

Job Summary                                                           

The Sales Reporting Analyst plays a critical role in supporting the Delaware Life marketing and sales teams in the development and evaluation of sales opportunities. The is responsible for developing insights and trends to inform the business and assisting in delivering business unit reporting to support data-driven decision making. 

The Sales Reporting Analyst supports reporting and analytics initiatives. This individual will ensure high levels of data quality, integrity, and validity. The role is responsible for creating report documentation, completing data management responsibilities, and producing various reporting and analytic solutions. This individual will work closely with sales staff to ensure understanding of the data results and incorporation into the business.

 Position Responsibilities

  • Develop, maintain and report on the sales pipeline, including data mining for additional prospects.
  • Support development and maintenance of annual strategic distribution business plan
  • Produce daily, weekly, monthly and ad hoc reports using (CRM), PowerBI, Microsoft Excel, Access and other business reporting tools.
  • Responsible for accuracy and timeliness of reports.
  • Collaborate with business partners to develop business requirements and other supporting report documentation.
  • Complete user acceptance testing with newly developed reports and ideas.
  • Perform daily data management tasks.
  • Analyze data to support decision making by senior management.
  • Improve data quality and consistency by analyzing work processes, internal controls, and conducting root cause analysis.
  • Answer questions and resolve high-priority, complex issues / problems.

 Position Requirements:

  • Bachelor's degree, preferably in Finance, Marketing or Business, or equivalent experience.
  • Knowledge of SQL and other key data technologies-Do you want to reference this bullet and add anything specific to this in the responsibilities section, given the importance of it-what specifically will they be doing relating to this
  • PowerBI knowledge preferred
  • Minimum 3 years of experience in the financial services industry.
  • Exceptional organization skills, attention to detail and time management skills.
  • Excellent interpersonal skills with a high level of professionalism.
  • Detail oriented and ability to multi-task and manage competing priorities
  • Ability to work both independently and as part of a team
  • Advanced knowledge of Microsoft Office products (Access & Excel)
  • Understanding of data management and data quality
  • Must be able to manage and deliver timely results
  • Salesforce knowledge, preferred