At American Equity we offer leading annuity products that help empower our clients to fulfill their needs and wants in retirement. Our success comes from hiring high-energy individuals who embody the beliefs that drive our unique culture. We currently fund over half a million retirements nationwide, and have been headquartered in West Des Moines, Iowa, for over twenty-five years with satellite offices in Charlotte, NC and New York, NY.
GENERAL PURPOSE OF THE JOB:
The Business Development Analyst is responsible for improving business development and sales strategy for American Equity by providing data insights, analytics and best practices. The incumbent provides professional operational support to sales initiatives that advance the organization through executive priorities.
**Position sits in West Des Moines and will work an onsite hybrid schedule**
ESSENTIAL DUTIES AND RESPONSIBILITIES:
- Uses data sets and models to develop analysis and draw conclusions about business performance to drive strategic sales and operational decisions, including agent, broker and contract holder retention and sales through multiple distribution channels.
- Provides data management, interpretation and analysis for Sales leadership to support decision making that reflects the strategic, operational performance and financial goals of the organization.
- Establishes effective mechanisms of communication with internal partners.
- Develops queries and reports and prepares ad-hoc data analysis to explain the financial and operational impact of various initiatives, evaluate the effectiveness of campaigns, and/or measure customer satisfaction or retention.
- Analyzes and digests data as provided by multiple sources.
- Leverages internal, market, and user centric data to ensure that sound decisions are made and that programs are appropriately analyzed.
- Leads and executes complex data related analytical projects that drive business decisions and efficiencies. Identifies trends or anomalies.
- Designs and develops highly dynamic reports, dashboards and data visualizations.
- Proactively improves the quality of production reporting.
- Defines benchmarks and KPIs to help measure progress and campaign success.
- Performs other related work as assigned.
SUPERVISORY RESPONSIBILITIES:
Direct Reports: None
General Description of Indirect Reports (2 and 3-downs): None
EDUCATION AND/OR EXPERIENCE:
Bachelor’s degree (B.A.) in a quantitative field such as statistics, mathematics or related field of study; plus four (4) years of progressively responsible related business analysis and analytical experience supporting a similar marketing or sales function; or equivalent combination of education and experience.
Experience with Salesforce, Marketing Cloud, Tableau, and Google Analytics preferred.
CERTIFICATES, LICENSES, PROFESSIONAL DESIGNATIONS:
None
KNOWLEDGE, SKILLS AND ABILITIES:
- Exceptional analytical skills.
- Strong customer service orientation.
- Effective verbal and written communication skills.
- Mathematical skills and strong attention to detail.
- Ability to work cooperatively and successfully with employees, customers, and other outside third parties.
- Strong organizational and planning skills.
- Proficient in the use of Microsoft Office Suite, including Advanced knowledge of Excel formula logic and pivot tables.
- Strong systems aptitude.
- Familiar with SQL language to interpret data.
- Ability to write reports, business correspondence, and procedure manuals.
- Ability to effectively present information and respond to questions.
- Ability to read, analyze, and interpret general business periodicals, professional journals and technical/operational procedures.
- Ability to define problems, collect data, establish facts, and draw valid conclusions.
- Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists.
- Ability to successfully handle pressure and meet deadlines in a fast-paced work environment.
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This description covers the major purpose and essential functions of the job. It is not intended to give all details or a step-by-step account of the way each task is to be performed. Employees may receive other job related instructions and be required to perform other job related work requested by their manager. All requirements are subject to possible modification to provide reasonable accommodation to qualified individuals with disabilities.
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Top Skills
What We Do
American Equity* Fixed Index Annuities * Retirement Planning * Customer Service
An American-owned and operated company headquartered in the heart of the Midwest, American Equity Investment Life Insurance Company® is a leader in the fixed indexed annuities marketplace. American Equity’s growth and success is attributed to our dedication to excellent customer service and emphasis on building customer relationships.
“The One Who Works for You!®” serves as the foundation for the way American Equity does business and values its more than 500 employees. Guided by our Principles of Excellence, we do more than sell retirement annuity products -- we are dedicated to fostering opportunity and innovation to meet the ever-changing needs and goals of retirement.
"It's About the People" is the American Equity story and the legacy of our founder David J. Noble. This commitment to excellence includes our employees, agents, partners, and contract owners. We thank you for entrusting us with the things that matter most.
When your retirement begins, you want to ensure you can enjoy it, which is why it’s important to have reliable support that can help fund every day of your golden years. After all, your life of hard work has earned you the retirement you planned for. These are the guiding principles that define everything we do. American Equity is the one who works for you.
