Sales Forecast Analyst, Distribution Marketing

Overview

AAA Life Insurance Company is seeking a Sales Forecast Analyst within the Marketing Distribution team! This role is critical in shaping the company’s marketing strategy through in-depth analysis of sales trends and patterns, optimizing the forecasting process, and enabling data-driven decision-making for business growth. This key role is responsible for developing, managing, and refining sales forecasts across all sale channels, including Direct Marketing, Agent-Sold, and Online.

Responsibilities

· Develop and maintain the comprehensive sales forecast that integrates data from Direct Marketing, Agent-Sold, and Online channels.

· Collaborate with team members on 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.

· Maintain and document all assumptions for forecasting, ensuring accuracy, transparency, and consistency.

· Participate in the annual 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 leadership and key stakeholders.

Qualifications

Core Competencies

· Achieves Results/Has Bias for Action – Achieves stretch results. Strong bias for action with sense of urgency and high energy. Practices collaborative working environment to achieve more. Able to work independently execute tasks and projects with limited oversight.

· Customer Focus – Able to understand customer’s perspective and needs. Viewed as business partner by external and internal customers. Anticipates customer needs to ensure no barriers to doing business.

· Uses Effective Communication Skills - Candid, clear and concise in communication. Effectively matches style, tone and method to audience. Connects with intended audience. Manages communication and feedback within the organization.

· Relationship Building – Able to deal effectively with people in order to get work accomplished. Adjusts approach to fit the interpersonal style/needs of others. Recognizes the impact of one’s behavior on others. Utilizes technical and business contacts to meet job responsibilities.

· Strategic Alignment – Able to align personal work objectives with the organization’s strategic plan and objectives. Maintains perspective between the overall picture and tactical details while demonstrating forward thinking about tomorrow’s issues.

· Technical/Professional Skills – Knowledge of best practices in analytics and reporting. Understands business drivers and activities. Proactively works to stay on top of industry trends and maintain skills with various tools.

· Attention to Detail – Able to review data/documents for accuracy and consistency, keep records accurate and up to date, and take action to reduce error. Familiar with basic analytical and operational QA practices.

Required Education/Experience

· Bachelor’s degree in Business, Finance, Statistics, Actuarial Science, Computer Science or a related field

· 1-4 years of experience in sales forecasting, data analysis, business intelligence, or a related role.

· Expertise in data visualization tools (e.g., Power BI, Tableau) and statistical software (e.g., R, Python).

· Strong analytical and critical thinking skills to interpret complex data and convert them into actionable insights to stakeholders at all levels.

· 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.

Essential Job Functions

While performing the duties of this job, the employee is frequently required to stand, walk, sit, use hands to finger, handle, or feel and talk or hear. Specific vision abilities required by this job include close vision, distance vision, color vision, depth perception, and ability to adjust focus.

This job requires the ability to perform duties contained in the job description for this position, including, but not limited to, the above requirements. Reasonable accommodations will be made for otherwise qualified applicants as needed to enable them to fulfill these requirements.

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