Consultant, Business Insights (Life Sales Enablement) HYBRID

Posted Yesterday
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Columbus, OH
Senior level
Insurance
The Role
The Consultant, Business Insights will collaborate with sales associates to optimize the sales process in life insurance by using data analytics and digital tools. They will lead sales campaigns, perform complex data analysis, and train others on technology and data infrastructure to enhance sales strategies and outcomes.
Summary Generated by Built In

Are you passionate about being part of a team that delivers extraordinary care to help individuals and businesses prepare for and protect their retirement? If so, then Nationwide Financial could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care.

Job Summary:   

The Life Sales Enablement team is a group of individuals that leverages digital tools, data analytics and placement coordination in support of our life insurance sales partners. Life Sales Enablement’s goal is to optimize the sales process by strategically identifying the highest potential leads, utilizing technology to plan sales activities and providing hands-on placement support.

This role currently structures and leads large sales campaigns across multiple life distributions using data-driven statistical modeling techniques to maximize sales outcomes and measure the effectiveness of past campaigns. The role is also responsible for partnering with sales associates, peer analytics groups, and external vendors to grow and evolve the effectiveness of the sales process.

Key Responsibilities:   

Breakout by % of time spent/allocated:

  • Builds and maintains relationships with sales leaders and associates to possess the full understanding of the sales environment to effectively advise and plan sales strategies and increase revenue growth.
  • Builds and maintains relationships with peer life analytics groups to coordinate the analytical tools and resources being provided to our customers with the goal of a “single source of truth” that is in line with Nationwide’s sales goals.
  • Builds and maintains relationships with external vendors to ensure that Life Sale Enablement is leveraging the appropriate technology in support of our sales customers, while considering costs, risk/benefit and overall alignment to sales goals and objectives.
  • Gathers requirements, designs, builds, tests and deploys large scale sales campaigns across multiple life distributions utilizing data-driven statistical and predictive methodologies.
  • Coordinates with business stakeholders to identify the scope, timeline and success metrics of deliverables.
  • Responsible for the attribution metrics of sales activity. Consults with sales leaders to understand, define and deliver insight in support of life sales objectives and priorities.
  • Builds customized business intelligence processes and infrastructure, leveraging technologies like SQL, Python, Tableau, Salesforce, Amazon Web Services, etc. The role requires extracting and transforming large data sets across multiple platforms, both structured and unstructured like Oracle, Snowflake, Teradata, and AWS to generate insight and advise sales leaders and associates.
  • Prepares insights and analytics derived from multiple primary data sources and information systems.
  • Trains other users in life insurance products, life data infrastructure and technology.
  • Serves as a technical consultant for peer groups and special projects
  • Contributes to the continuous improvement of department processes through ongoing initiatives. 

Ideal candidate will have 10 or more years of experience in data visualization, financial and operational measurement and data extraction queries. Detailed experience with data extraction problem solving; working with large structured and unstructured data sets and databases to create understandable and relevant measures. Professional experience in insurance, financial services or a related industry preferred.

Advanced knowledge on conducting data management and extraction of data for functional and operational measurement. Ability to understand functional and operational measurement needs, analyze data requests and interpret business problems into solutions. Ability to work under tight time constraints. Capable of developing distinctive and understandable data visualizations.

This role requires a hybrid work schedule at the Plaza One location in Columbus, Ohio. The team is onsite 3 days per week.
Compensation Grade: G4
#LI-LP1

Job Description Summary

We are a versatile group of individuals, working together to meet the needs of our customers. We value knowledge, analytical aptitude, and collaboration. If you thrive in a busy, engaging work environment, we want to know more about you!
As a Consultant, Business Insights, you’ll extract data to obtain knowledge and insights, manipulate internal and external data through R/SAS/SQL/Python, perform diagnostic and inferential analysis, investigate complex business concerns using data and statistical techniques, apply analysis or visualization techniques, build forecasts and/or projections of possible business futures and benefits, and communicate key findings to business partners. Your focus will be to maximize insight gained from internal and external data to ensure that business partners are making decisions in an optimally informed way.

Job Description

Key Responsibilities:

  • Applies substantive business expertise to render insights and forecast/project on extracted data sets to craft, package and communicate actional insights and recommendations to business partners.

  • Builds and maintains relationships and serves as a trusted business advisor to clients, internal risk partners and other stakeholders. Cultivates partnerships across the company to ensure methodologies and assumptions align with corporate practices.

  • Participates in the development of scope, risk/control matrix, project timelines and assignments. Responsible for effectively synthesizing own project work and the work of team members. Work may span more than one project or focus area.

  • Leverages statistical inferencing when conducting analysis. Communicates significance in findings when working with business partners. Utilizes appropriate visualization techniques as needed.

  • Collaborates with leaders to develop strategies for the business unit. Consults with business to understand, align, and deliver work that supports business objectives and priorities.

  • Determines appropriate information and data to be shared with customers. Shares financial and operational analyses with appropriate area of the company as assigned. Responsible for building business intelligence applications using R/Python/SQL/SAS/Tableau.

  • Manages special projects and serves as an analytic consultant and contact for team members and associates outside the department.

  • Serves as a consultant and subject matter expert for business areas during the intake and prioritization of data, reporting, analysis, and advanced analytics work

  • Contributes to the continuous improvement of department processes through ongoing initiatives.

  • May be responsible for preparation of reports and use of information systems, software and related sources of information. Also, may be responsible for training other users on report preparation and data base access and supporting the research, analysis and presentation of information.

May perform other responsibilities as assigned.

Reporting Relationships: Reports to Director/Associate Vice President and does not have direct reports.

Typical Skills and Experiences: 

Education: Undergraduate studies in data or business analytics , computer science, management information, business, mathematics or related field with post-graduate studies preferred

Experience: Typically, eight or more years of experience in data extraction, data manipulation, analysis, and data visualization. Experience with advanced statistical techniques such as business intelligence. Detailed experience with data-extraction problem solving; working with large structured and unstructured data sets and databases to build understandable and relevant analyses. Professional experience in insurance, financial services or a related industry preferred.

Knowledge, Abilities and Skills:

In-depth knowledge of business policies and procedures, customer service concepts and practices. Sophisticated understanding of creating and maintaining ad hoc and standard analysis, including data visualization, predictive modeling and business intelligence tools. Working knowledge to conduct extraction of data for functional and operational analysis and modeling. Strong communication skills for interactions with others. Ability to understand business processes and the data produced by them. Ability to understand functional and operational measurement needs, analyze data requests and interpret and translate business problems into solutions. Ability to work under tight time constraints. Capable of developing distinctive and understandable data visualizations.

Other criteria, including leadership skills, competencies and experiences may take precedence. Staffing exceptions to the above must be approved by the hiring manager’s leader and HR Business Partner.

Values: 

Regularly and consistently demonstrates Nationwide Values.

Job Conditions: 

Overtime Eligibility: Not Eligible (Exempt)

Working Conditions: Normal office environment. Occasional travel, nonstandard or extended work may be required based on project needs.

ADA: The above statements cover what are generally believed to be principal and essential functions of this job. Specific circumstances may allow or require some people assigned to the job to perform a somewhat different combination of duties.

Benefits

We have an array of benefits to fit your needs, including: medical/dental/vision, life insurance, short and long term disability coverage, paid time off with newly hired associates receiving a minimum of 18 days paid time off each full calendar year pro-rated quarterly based on hire date, nine paid holidays, 8 hours of Lifetime paid time off, 8 hours of Unity Day paid time off, 401(k) with company match, company-paid pension plan, business casual attire, and more. To learn more about the benefits we offer, click here.

Nationwide is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive culture where everyone feels challenged, appreciated, respected and engaged. Nationwide prohibits discrimination and harassment and affords equal employment opportunities to employees and applicants without regard to any characteristic (or classification) protected by applicable law.


Top Skills

Python
R
SAS
SQL
The Company
Columbus, OH
29,597 Employees
On-site Workplace

What We Do

Nationwide, a Fortune 100 company based in Columbus, Ohio, is one of the largest and strongest diversified insurance and financial services organizations in the United States. Nationwide is rated A+ by both A.M. Best and Standard & Poor’s. An industry leader in driving customer-focused innovation, Nationwide provides a full range of insurance and financial services products including auto, business, homeowners, farm and life insurance; public and private sector retirement plans, annuities and mutual funds; excess & surplus, specialty and surety; pet, motorcycle and boat insurance. For more information, visit www.nationwide.com.

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